How do I view all work within Portfolio, regardless of a release/version association?
Asked by Liz Soldi:

Goal: Within my Portfolio Plan I want to view all items from my Issue sources (via filter, project or board) regardless of their release associations.

What I've discovered is if I select specific releases, only work associated to those releases will be pulled and if I do the opposite and not select any releases only work without a release association will display. (The assumption was if no release was selected I would see all releases or no release association however this is not true.) I have verified that the issues are in fact pulled via the source filter.

How do I view all work, regardless of a release/version association?


Answers:
author: Allard van Helbergen
body: Hi [@Liz Soldi](/t5/user/viewprofilepage/user-id/1153072),

When you deselect all releases in your filters, you should see all the work in all releases.

Does your filter not default back to "Releases: All"? What are you seeing instead?

If you post an example of what your experiencing with screenshots, we might be able to help you further.

Cheers,  
Allard

comments: author: Liz Soldi
body: Sure thing [@Allard van Helbergen](/t5/user/viewprofilepage/user-id/502350) ,

* There are no 'committed changes' pending, so everything is up to date.
* During setup; I have no releases selected during the source setup, if i 'Select All' then it not only excludes work unassigned to a release but it excludes work assigned to a new release not explicitly selected.   
  ![Screen Shot 2017-09-26 at 10.53.53 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/6835iDCB286E9E87E7EBE/image-size/large?v=v2&px=999 "Screen Shot 2017-09-26 at 10.53.53 AM.png")  

* On my board, I am viewing all releases   
  ![Screen Shot 2017-09-26 at 10.56.48 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/6836iB9A6D678E2F845F6/image-size/large?v=v2&px=999 "Screen Shot 2017-09-26 at 10.56.48 AM.png")  

* Example, Epic CR-2587 only has three children showing  
  ![Screen Shot 2017-09-26 at 11.01.26 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/6837iD9CB52BCC6399F8A/image-size/large?v=v2&px=999 "Screen Shot 2017-09-26 at 11.01.26 AM.png")  

* Even though in the source filter there are 14 valid \& open children. (The 3 showing in portfolio do not have fix versions, the others do)  
  ![Screen Shot 2017-09-26 at 11.06.58 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/6838i8EE86A206BB45027/image-size/large?v=v2&px=999 "Screen Shot 2017-09-26 at 11.06.58 AM.png")  


author: Liz Soldi
body: [@Allard van Helbergen](/t5/user/viewprofilepage/user-id/502350), an update on this issue? Is it a bug?


author: Allard van Helbergen
body: Hi [@Liz Soldi](/t5/user/viewprofilepage/user-id/1153072),

I think I may have found the point of confusion. Your second bullet does not match the way things work in the tool.

* During plan creation, excluding a release will automatically exclude all issues that (already) have that release assigned. So, selecting no releases at all will only include issues into your plan that have no release set; and selecting all releases will include all issues.
* Any release that is newly created in Jira will automatically be included into your plan.

Your screenshots match the behaviour in the above two bullet points.

* Issues CR-3378, CR-3450 (and I would guess CR-3287 as well, but it's cropped off the screenshot) have no release assigned at the point of plan creation.
* Everything else has a release assigned (Vast V-something and Ad Po-something).
* When you create a plan and exclude all releases, all issues with a release are excluded and only issues CR-3378, CR-3450 and CR-3287 remain.

When you create a plan, on the release screen include the releases with issues that you would like to include in your plan.

Hope that helps.

Cheers,  
Allard


Tags: advanced-roadmaps