youngmon/atlassian-qna huggingface dataset:
Plan doesn?t load anything (Initiative Level Problem)
Asked by Bj?rn pauli:

Hello all,

I just recently started testing Portfolio and I have a blocking impediment. After following the instruction in the portfolio guide (article: "Adding the initiative level to multiple projects") and relating the project containing the initiatives, plan that includes (only) the project with the initiatives does not load any data. The initiative issue type in JIRA has been added as instructed, the mapping of the hirarchy level has been done according to the instructions as well.

Do you have any idea what could cause this problem?

Using the server version...

Warm regards!!


Answers:
author: Ruslan Prakapchuk
body: Hello [@Bj?rn pauli](/t5/user/viewprofilepage/user-id/2975678)

thank you for trying Portfolio. Would you mind telling a version number you use and if you are using the new experience?

One of the things to check is hierarchy filter, which could be set to the Epic level by default in which case all initiatives will be filtered out.

----

Portfolio for Jira Server Team


Tags: advanced-roadmaps
Why are sprint dates overwritten when auto scheduler is run?
Asked by Julia Lavaroni:

I am just learning portfolio and don't understand why the auto scheduler is overwriting my sprint dates when auto scheduler is run. How to I ensure work already assigned to a sprint is preserved when the auto scheduler is run?


Answers:
author: Dan Zhang
body: Hi, Julia

Thanks for your question.

According to the document <https://confluence.atlassian.com/jiraportfolioserver/auto-scheduling-issues-967895245.html> , Auto-scheduler will not override the assigned sprint if you config the auto-scheduler only to override the empty value. So you should make sure that you have configured it correctly.

If in your plan, sprints are still changed by the auto-scheduler, could you provide more details about how to reproduce the question?

Thanks!


Tags: advanced-roadmaps
JQL to get Estimate (d) value from Portfolio to report on Portfolio estimates in a spreadsheet
Asked by Gabriel Underwood:

I'm trying to write JQL to get the "Estimate (d)" value for an item as calculated by Portfolio. I want to be able to given an issue ID, write JQL to get the "Estimate (d)" value.

It is not clear if "Estimate (d)" from Portfoli is available as a field that can be queried on.

I would like to then be able to use that JQL in Jira Cloud for Sheets to display the value of this field as a column returned from JQL, e.g, to use the JIRA function JIRA("key=TKT-1","Estimate (D)")

Is there any way to get this estimate value to be referenced by the JIRA Cloud For Sheets Add-On and reported on in a spreadsheet?


Answers:
author: Steven Lloyd
body: Hi,

Was there ever any clarification on the above topic? I am currently looking to see if it is possible to get a sum of all child issues estimates to total to the parent issue but I am unable to find which field Estimate (d) actually maps to or where it even lives outside of the plans/portfolio


author: Gabriel Underwood
body: [@Earl McCutcheon](/t5/user/viewprofilepage/user-id/502460) This doesn't seem to work.

Even after committing the plan, the "Remaining Estimate" field value on a Theme or Initiative issue is still not set.


author: Earl McCutcheon
body: Hi Gabriel,

The estimates on the Portfolio plan are not portfolio specific, Estimate assigned to the issue. Depending on your estimation unit, you'll see one or the other of the following:

* Story Points
* Estimates (h)
* Estimates (d)

When using "Estimates (d)" this is going to be tied to the "Remaining Estimate" field of a jira issue (remainingEstimate for use in JQL), and the "Original Estimates (d)" value is based on the "Original Time Estimate" field in jira (originalEstimate for use in JQL). The "Remaining Estimate" field is a calculation of "Original Time Estimate" - "logged work" down to zero.

Regards,  
Earl

comments: author: Gabriel Underwood
body: [@Earl McCutcheon](https://community.atlassian.com/t5/user/viewprofilepage/user-id/502460) This doesn't seem to work.

Even after committing the plan, the "Remaining Estimate" field value on a Theme or Initiative issue is still not set.


Tags: advanced-roadmaps

jira-cloud
How to sync Initiative start date with Portfolio target start date
Asked by Janene Pappas:

We have added a bunch of Initiative issues in a Jira Cloud project and are using those to break our work out into Epics. The Initiative issues have the "Start Date" filled in, and I thought that would be used to fill in the Target Start Date in the Portfolio plan, but they remain blank. We do have Target Due Date syncing correctly - what needs to be done to get the Target Start Date also syncing?


Answers:
author: Earl McCutcheon
body: Hi Janene,

The target Start and end dates are a method to set a projected possible time frame that is used as a place holder to try and align the actual estimates and requirements during the calculations with what you want to have as the outcome. They are intended to be entered manually and not sync with the calculation to give you a what should be done view to contrast what can be done based on the calculated schedule.

This is covered in more detail in the ["Add target start and target due dates"](https://confluence.atlassian.com/jiraportfoliocloud/add-target-start-and-target-due-dates-868977060.html), but specifically noting the comment:
> Adding target dates is helpful when planning work for your team. When you're at the start of planning work, you may have an idea of the tasks that must be completed, and when these tasks should be completed. Most of the time, you won't have more information beyond that. In such cases, using target dates --- specifically target start dates and target due dates --- helps you set high-level targets for the work you're planning.

The start date of the initiative is going to be calculated based on the initial start date of the earliest issues start date in the lower hierarchy levels. i.e. if a story is nested in an epic that is a child of that initiative, then when the first story starts, that date is cascaded up the hierarchy to the top level start date because the initiative starts when the work on the child issues does.

Regards,  
Earl

comments: author: Janene Pappas
body: Thank you for the explanation.


Tags: advanced-roadmaps
How to just use the "date" variable?
Asked by Coolerhawai:

Hiii today is the 4th of May, for example.  
is it possible to add 04/05/24 .  
So I would need a variable for the "DAY"


Answers:
author: Alex W
body: Hi [@Coolerhawai](/t5/user/viewprofilepage/user-id/5490331) - welcome to the Community!

I recommend having a read through our help doc on automation variables: <https://support.atlassian.com/trello/docs/butler-variables/>

You can use **{datenumber}**


Tags: date

intergration
Ecommerce order in trello board
Asked by Enrico Ribola:

Dear All

we have a ecommerce web site tha receive 40 order for days

the order arrive to our erp directly for the web site and after that we start the production of item in the different site in base to the item

it's possible to create a trello board with all the order divided by category of item and with workflow , i mean for exemple starting produciton, producted , ready for ship

Like a big board for the production

Thank you

Enrico


Answers:
author: milynnus
body: [@Enrico Ribola](/t5/user/viewprofilepage/user-id/5490325)

Trello is a flexible colloboration tool that you can definite use to manage production process. Like any project, it to have clear definition of your processes, the data required, ..etc to support the integration with other software.

My largest client in Spain processes close to a 1000 jobs for heavy vehicle repairs each year. The have an equivalent of a production process on Access but creates and triggers action on each job cards through a fairly complex process including invoicing. I do not read / write in Spanish but I think the team members collaborate their work around the jobs a lot via the comments on matters arising from the jobs.

Another UK used car client, currently, has 413 non inspection jobs for an unsold inventory of 300 cars (just checked their Dashcards) being managed across 8 separate departments for works on repairs , refurnishing, parts order, parts fitting, ... etc

It is important to think through board design and to validate the design in the early stages of your implementation. The the two cases mentioned above, both had scrape at least 1 design before settling down on a solution.


author: Antonio Panea Pastor
body: Ciao [@Enrico Ribola](/t5/user/viewprofilepage/user-id/5490325) ,

Toni from [Crmble](https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa/crmble) here. Absolutely, it would be super easy to set up! Moreover by creating a Zap to connect your ERP with Trello, you can automatically generate a card at the start of your workflow. This will allow you to save time in adding things manually to your board.

Just remember to periodically clean the board by archiving old cards, as having over 3k cards in the same board could potentially slow down performance.

Let me know if you need any assistance with the setup!

Best regards,  
Toni
Default Member of a card
Asked by P M:

Why am I not the default member of a new card?

When I create a new card I want to be the member of it and avoid the extra 3 clicks to add, choose, and confirm that I am the member of a new card. This "default" option should be available by a toggle switch.


Answers:
author: Dreamsuite Mike
body: First of all, you can save the clicks by hovering the mouse over the card and hitting the space bar, this will add you as a member.

Second, you can do an automation as below, which will get you down to 0 extra clicks once created:

![Screenshot 2024-05-05 15.07.24.png](https://community.atlassian.com/t5/image/serverpage/image-id/321987iCC4F014A65146F99/image-size/large?v=v2&px=999 "Screenshot 2024-05-05 15.07.24.png")
Card Button does not show up on users board
Asked by Danni V_:

Hello. I am an admin. I created a card button and then manually created the button on each of my team's boards. When I go to their board, I can see the Card button, but they cannot. The option to "show on board" is enabled.

What am I missing?


Answers:
author: Dreamsuite Mike
body: Hi [@Danni V_](/t5/user/viewprofilepage/user-id/5490208)

It's not overly intuitive but you have to have this checked:

![Screenshot 2024-05-05 15.04.04.png](https://community.atlassian.com/t5/image/serverpage/image-id/321986i477CF9518AAC861F/image-size/large?v=v2&px=999 "Screenshot 2024-05-05 15.04.04.png")
is it possible that we can retrict some members to no to see what is unnecessary for them??
Asked by juhi awtani:

we dont want our members to go through other details which is unimportant for them


Answers:
author: Alex W
body: Hi [@juhi awtani](/t5/user/viewprofilepage/user-id/5490067) - welcome to the Community!

Unfortunately Trello does not support per-card permissions - Trello's vision is to provide teams with a shared perspective, and this shared perspective is lost if certain team members can view some cards but not all.

We do have a feature request open for this though, I recommend voting for / watching / commenting on this request at <https://jira.atlassian.com/browse/TRELLO-98>
More Branding Options
Asked by Dr_ Claude Hamilton:

Currently i use trello as a client portal. AND I LOVE IT.

However, I would like to have more of an options to brand their portal, minus trello's logo (i.e. email notifications header) Providing this level of flexibility will shine forth a lot better for my client interactions.

Can someone help?


Answers:
author: Dreamsuite Mike
body: HI [@Dr_ Claude Hamilton](/t5/user/viewprofilepage/user-id/5489907)

Trello isn't designed to be a portal out of the box, it is a open collaboration and productivity solution and therefore there isn't any kind of white-label offeriing.

However, there are ways you can link Trello to a portal.

You can look at no-code app builders like softr, glide, noloco and the like.

However, if you are using Trello as a personal, team or business productivity solution, sing from the rooftops and be proud of its branding
Does Atlassian provide any support to free accounts?
Asked by Jennifer Christie:

While trying to comply with the new collaborator limits on free accounts, my organization has been adjusting workspaces, members and boards. We had a technical issue come up and submitted a support ticket on *March 28th*. They haven't even replied to this ticket, let alone provided any support. Why do I have the option to submit a ticket if it's just going to be ignored?


Answers:
author: Dreamsuite Mike
body: There is a bit of a backlog for support at the moment. If you have a premium account you get priority support compared to free...
Move card to other list to top of list not bottom
Asked by Karen J Gallagher:

I have a DONE list which it is satisfying to move cards to from various other lists. I'd prefer that new cards went to the top of the DONE list, so it is in reverse chron order. That is more useful for when I need to review.

This question has appeared several times since 2018.

Does anyone know if Atlassian will update and make the fix?

Thanks,

Karen


Answers:
author: Dreamsuite Mike
body: Hi [@Karen J Gallagher](/t5/user/viewprofilepage/user-id/4276564)

I'll start with the manual part...

You can drag cards to the top of the list

You can also select the position when you use the move function:

![Screenshot 2024-05-05 14.51.43.png](https://community.atlassian.com/t5/image/serverpage/image-id/321982i5BBF3C342A5B1080/image-dimensions/166x182?v=v2 "Screenshot 2024-05-05 14.51.43.png")

The best solution however lies in an automation. Create the automation below...

![Screenshot 2024-05-05 14.55.21.png](https://community.atlassian.com/t5/image/serverpage/image-id/321983i2BE4AEB49A5F9A3B/image-size/large?v=v2&px=999 "Screenshot 2024-05-05 14.55.21.png")

Here it is in action:

![Screenrecording2024-05-0514.57.12-ezgif.com-optimize.gif](https://community.atlassian.com/t5/image/serverpage/image-id/321984i35413DC81AA50067/image-size/large?v=v2&px=999 "Screenrecording2024-05-0514.57.12-ezgif.com-optimize.gif")
Alterar email de usu?rio
Asked by Paulo V?tor:

Um funcion?rio da minha empresa foi demitido, como alterar o email dele por outro email para n?o perder o plano anual?


Answers:
author: Alex W
body: Hi [@Paulo V?tor](/t5/user/viewprofilepage/user-id/5451106) - if you're not managing this user with Atlassian Guard (previously Atlassian Access), you will need to find a way to log into this user's account and change their email at <https://id.atlassian.com/manage-profile/email>
What's the latest solution to integrate / two way sync Outlook 365 calendar and Trello?
Asked by Chris Caudle:

The current Power-Up isn't working for me


Answers:
author: Antonio Panea Pastor
body: Hi [@Chris Caudle](/t5/user/viewprofilepage/user-id/5489620) ,

This is Toni from [Crmble](https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa/crmble). Have you reached out to the Power-Up developers yet?

Creating a two-way sync through automations can be a bit tricky, but if you're up for it, I recommend taking a look at Zapier. Additionally, I suggest creating a side database to store URLs and event IDs, which can serve as a central hub for syncing.

For example:

Trigger (New event in your Calendar) -\> Write to a Google Sheet (Includes event ID and URL) -\> Update a Date Field in Trello Custom Fields.  
This setup would allow for updates and syncing in both directions if anything changes in the Custom Field or your Calendar.

We also offer [Consultancy \& Tailored Solutions](https://crmble.com/consultancy/) in this area, so if you're interested, please feel free to reach out.

Best regards,  
Toni


Tags: integrate

outlook

power-up
What's the latest solution to integrate / two way sync Outlook 365 calendar and Trello?
Asked by Chris Caudle:

The current Power-Up isn't working for me


Answers:
author: Humashankar VJ
body: Hi [@Chris Caudle](/t5/user/viewprofilepage/user-id/5489620)

Would you like to give a try

Third-party Tool **Unito,**Powerful two-way sync, Real-time updates, Streamlined workflow

**Hope this helps - Happy to help further!!**   
**Thank you very much and have a great one!**   
**Warm regards**

comments: author: Chris Caudle
body: Thanks but it's too expensive for my needs


author: Humashankar VJ
body: That's understandable [@Chris Caudle](/t5/user/viewprofilepage/user-id/5489620)


author: Chris Caudle
body: UPDATE: Further to the info below, I checked my Outlook calendar and the test Trello cards have appeared. So a success!

I asked Kryl Solutions who provide the Power Up integrating Trello and Outlook. Here's the explanation why I can't connect Outlook and Trello. It's a GoDaddy hosting issue!

-----------

Thank you for contacting Kryl Solutions. When you sign into your account using Outlook Calendar for Trello (OCT), your GoDaddy page returns a white screen. This is a known issue with GoDaddy accounts: [https://kryl.com/?page=kb\&id=15](https://kryl.com/?page=kb&id=15)  

The problem has been identified that GoDaddy does not actually use Microsoft Office 365 Outlook Online in the backend, instead they still use an older technology called Microsoft Exchange Server. Unfortunately, there is not a workaround from this end because OCT requires access to Outlook Online and is not able to interact with Exchange.

comments: author: Humashankar VJ
body: [@Chris Caudle](/t5/user/viewprofilepage/user-id/5489620) - Looks it is a compatibility issue between the Power-Up and your GoDaddy hosted Outlook and not with the Trello Power-Up - That's interesting!


Tags: ms-outlook

power-up
Craftsmen available
Asked by Wall Group Admin:

Hello!

We are a construction and painting company that uses Trello to manage ongoing projects.

We would need help to be able to easily and clearly see how many craftsmen are booked and how many are available each day in order to be able to plan future jobs more efficiently.

A Trello card corresponds to an individual project and each project is assigned 1-3 craftsmen upon booking.

We use the "Users" function in the Trello card to assign the work to one of our project managers, after which we need another function for the craftsmen.

If anyone knows how this could be solved, we would be grateful for your help! Suggest that in the corner of the card in the calendar view it says "5/10 craftsmen booked" or similar.

It would be best if the number of booked and available craftsmen could be followed in a curve so that we can also see further in time what the occupancy looks like.

Thanks in advance!


Answers:
author: milynnus
body: [@Wall Group Admin](/t5/user/viewprofilepage/user-id/5426117)

When members are added to card you would not be able to distinguish between the project manager and the craftsmen. Since you have not control on the card UI, the idea of have 5/10 at the corner will probably be not doable. Those like 2/5 checklist items completion statues are managed by Trello. You can add badges but that will require you doing quite a bit of coding.   

However what is generally available that can help in your use case is to have a checklist for cardlinks representing resources (craftsmen) associated with a project and have the card be in any of the 10 representing the resource. In that way, project managers knows the craftsmen assigned and from the list we know the number of jobs assigned to a craftsman.   

We can deploy automation to manage work and work completion including managing the archival of job cards on the craftsman list.

My contact details are on my profile page.


author: Antonio Panea Pastor
body: Hi [@Wall Group Admin](/t5/user/viewprofilepage/user-id/5426117) ,

Wow, that will require a lot of out-of-the-box thinking. I have an idea that might help, but please consider it as just advice:

I would create a first list called "My Team". In that list, I would create a card called \[Craftsmen\] and add the 10 members to that card.

Then, I would set up an automation that triggers every time you add a member (Craftsman) to a card (Project, in your case) that is not in the list "My Team". This automation would remove the member from the card \[Craftsmen\], ensuring you always have an accurate count of available Craftsmen.

Additionally, I would add another automation that runs every day at the end of the day, removing all members from the cards and re-adding them to the \[Craftsmen\] card again.

If you think this approach could work, please let me know. We also offer [Consultancy Services \& Tailored Solutions](https://crmble.com/consultancy/) to Trello users, and we'd be happy to assist further.

Cheers

Toni
Premium subscription
Asked by Sacha METTON:

Hello,

We're a local authority using Trello for free (18 users). We'd like a quote to upgrade to the Premium version (payment by money order).

Please let us know how to proceed.

We look forward to receiving your quote.

Best regards.


Answers:
author: Dreamsuite Mike
body: Hi [@Sacha METTON](/t5/user/viewprofilepage/user-id/5489472)

That'll be a total of 47 million Crindars please ?

Sorry, lame joke on Friday.

FYI, this is a community forum and while we are excellent at answering questions we cannot issue any quotes or discuss payment methods. For that you will need to talk to Trello.

I can help you with pricing though...

Premium subscription is   

1. $12.50 USD/user/month, or
2. 120USD/user/year

So the maximum price for 18 people will be 18 x 1 or 2 above:

1. $225/month, or
2. $2160/year

However, you may pay less than that if some of those members are on only 1 board. Go to workspace \> Members and see how many of the 18 people are only on a single board (single-board guests in Trello speak)  

As an example, say you have 18 people but 8 of them are members of only 1 Trello board

You will only have to pay for the 10, not the 18. Meaning your premium bill will be $125/mo or 1200/year

Hope this helps

comments: author: Gabriela H?jkov?
body: I understood the question differently.

We have a similar problem. We know the prices and number of users. We want PREMIUM for 15 users, but we cannot pay by card. We need an invoice. I can't find the billing information so we can make the payment by bank transfer.

Can you advices us?


author: Dreamsuite Mike
body: > FYI, this is a community forum and while we are excellent at answering questions we cannot issue any quotes or discuss payment methods. For that you will need to talk to Trello.

### ?? {#toc-hId-2119860178}


author: Sacha METTON
body: Hello Mike,

Thank you for your answers.

Do you know the difference between Standard and Premium subscription ? Is the number of people in the standard package unlimited?

We have the same problem as Gabriela to pay, we need to pay by postal order.

How can we can contact Trello directly ?

Thank you.


author: Dreamsuite Mike
body: Both standard and premium have unlimited collaborators

The differences are the features available.

If you have come fro Trello free, standard would most likely be more than enough for you at half the price of premium.

Here you can compare the packages

<https://trello.com/pricing>

To talk to Trello go to <https://trello.com/contact> and select billing


author: tanbungbu
body: Hi Mike,  
I also have the same question as Sacha METTON. But I wonder if the calendar or timeline viewmode shows standard users

comments: author: Dreamsuite Mike
body: Hi [@tanbungbu](/t5/user/viewprofilepage/user-id/5511512)

Calendar view can be achieved using the official calendar power-up provided by Trello.

Timeline view is unfortunately only available for premium workspaces, however there are several power-ups that offer gantt charts and timeline views, which may prevent you needing premium...

<https://trello.com/power-ups/search?q=timeline>


Tags: premium

quote