youngmon/atlassian-qna huggingface dataset:
Best way to structure JIRA Portfolio for multiple projects?
Asked by jtay:

Hi, I'm new to JIRA portfolio and trying to figure out the best way to structure projects for my organisation, and would appreciate some guidance or validation if my planned approach is the right one, and if not what should be changed to fit best practices.

My current organisation consists of 5 teams, and all the work that we manage are bucketed into 1 JIRA Project Key and each team have their own Scrum boards.

The projects are currently broken down as such:

* Each team will be assigned 8 projects in a year / 2 project per quarter
* Each project consists of work(scope) for 2 markets (countries)
* A scope of work may comprise of 2-3 MVP releases
* Within each MVP there may be multiple functionalities to be delivered
* Each functionality (that we group into Epics) will have a series tasks assign to it

Having read some of the JIRA Portfolio documentation, I'm struggling to decide how to set it up well.

My current thoughts around the set up are:

1. Create a JIRA Program (to house all projects)
2. Set up as a Plan in Portfolio for each Project by Market (essentially 16 Plans)
3. Each Plan will comprise of the various Releases for the MVPs which then gets broken down by Epics and Issues

Some confusion I have with the above set up is how will this setup factors into the team Boards, as I've read from the [Getting Started Guide](https://www.atlassian.com/dam/jcr:777aa91b-07fd-4f8d-a63d-5d45a6c8b74d/Getting-Started-With-Portfolio-For-Jira.pdf) that All Issues on a board will be included into a Plan. Or a can Portfolio push multiple plans into a single board (per the above setup)

Thanks for taking the time to read this, and appreciate any advise and experience you can share.


Answers:
author: Danny
body: Hello [@jtay](/t5/user/viewprofilepage/user-id/3635204)

Were you able to find a solution to this issue or are you still seeking guidance?

My thoughts and queries on your set up are thus:

1. You can set up a plan using an issue filter, a project, or a board as an issue source. Boards have the added bonus of carrying over the sprint data, though what you have described above makes me think you could either use multiple boards as issue sources or the project itself.
2. Portfolio acts as a sandbox in which you can push your changes out. The changes are to the issues themselves, what sprints they are assigned to, assignee, team, story point values, estimates, etc.
3. My first question is why only one Jira project when you have 8 individual projects per year. Could you clarify this decision for me? It seems like you would have a lot of issues to search through which increase after each year.

Hope this helps,

Danny


Tags: advanced-roadmaps
Permissions around Scriptrunner JQL: portfoliochildrenof
Asked by Andrea Hakim:

When running a filter containing the JQL function PortfolioChildrenOf, different users see different results. Both users have portfolio access, and browse access to the project. Is there another permission a user needs in order to return results for this JQL function?


Answers:
author: Josh_Kochelek__Modus_Create
body: I would expect that the issue is surrounding project permissions. In my experience, this is almost always the issue. It's also possible that there are security levels configured on some projects restricting access.

If it were me, I would try choose a specific user, identify an issue returned by the filter that the specific user cannot see in the results, and have them try to access the issue directly with a link.


Tags: advanced-roadmaps

scriptrunner
Capacity Planning : Export Capacity planing data into Excel
Asked by Prasanna S Vanguri:

Do we have a feature to export Capacity planning for a team /persons to be exported into an Excel ?


Answers:
author: Petter Gon?alves
body: Hello [@Prasanna S Vanguri](/t5/user/viewprofilepage/user-id/3571635)

Welcome to Atlassian Community!

I believe you are looking for a way to export your capacity report content (provided by JIRA Portfolio) to a CSV file. Is that correct?

Unfortunately, Jira Portfolio does not have this functionality at this moment, however, we understand it would be a useful feature. That being said, we create the following feature request to get it implemented:

- [CSV export for Capacity Report](https://jira.atlassian.com/browse/JPOCLOUD-1766)

Feel free to vote and watch the suggestion to increase its priority and also receive notifications about any updates.

Let me know if you have any questions.


Tags: advanced-roadmaps
we are using Portfolio 3.9, what is the equivalent of Calculate?
Asked by Sherry Rodulfo:

There's a new field enabled in JIRA and made available in Portfolio, but the info in JIRA is not being seen in Portfolio view...how do I see it?


Answers:
author: Michael Andolfatto
body: Hi [@Sherry Rodulfo](/t5/user/viewprofilepage/user-id/3555415) ,

The Calculate button was replaced with the Auto-schedule button in the Portfolio Improved Interface. You can choose to let Portfolio make suggestions for empty values only, or overwrite existing values with its suggestions.

![](https://confluence.atlassian.com/jiraportfolioserver039/files/976763981/976763982/1/1567730090067/auto-schedule-settings.png)

comments: author: Sherry Rodulfo
body: I tried to click that button and quite hesitant to commit changes. There is just one field that I intend to update...not all. I also checked on Review changes button (there was a lot) but those with 2 or 3 fields updated, will also update those that are not supposed to be updated.


Tags: advanced-roadmaps
Setting custom field "Target end" via REST API: Timezone problem?
Asked by Rainer Montag:

Hello, we are using

Jira Server 7.13.9

Portfolio for Jira 3.14.0

Default User Timezome in Jira: (GMT+01:00) Berlin

I have a problem setting the custom field "Target end" via Jira REST API, that the date set ist always shown one day behind:

1) When I create an issue using REST POST /rest/api/2/issue, I set e.g.

` ``"customfield_10901"``:` `"2019-11-28T14:00:00.000+0000"``,`

where customfield_10901 ist the "Target End" field

2) After creating, the UI shows me "27/Nov/19" and the REST GET /rest/api/2/issue/{key} is returning

"customfield_10901": "2019-11-27",  

For me it looks like a issue with converting the timestamp, especially:

- time information is ignored and set to "00:00:00" (?)

- 00:00:00 GMT+1 is converted to 23:00:00 UTC the day before (?)

- the day before is stored and shown in Jira (?)

I also try to set

` ``"customfield_10901"``:` `"2019-11-28"``,`

but the same result it is shown in UI and REST as 27.

Can anybody confirm this, if this is a bug in the Portfolio Plugin?

Thanks in advance,

Rainer


Answers:
author: Rainer Montag
body: I got the confirmation, that this is a known issue in Jira and Portfolio:

- <https://jira.atlassian.com/browse/JPOSERVER-2358>

- <https://jira.atlassian.com/browse/JRASERVER-41646>


Tags: advanced-roadmaps
How can I associate a plan to a program in Jira portfolio?
Asked by JA:

Hi,

Currently in Jira Portfolio I can either create a plan or a program (group of plans). Is there a way where I can create a plan into an existing program (or add an already created plan to an already created program?).

Thanks!


Answers:
author: Evan Golden {VisualScript}
body: This should provide the instructions. First you create the program, and then should be able to add the plans to it. See the "adding plans to a program" section.

<https://confluence.atlassian.com/jiraportfolioserver/creating-and-deleting-programs-931037970.html>

comments: author: JA
body: Thank you very much! That helped a lot


Tags: advanced-roadmaps
How do I change the color of releases in the roadmap
Asked by Jason Roslewicz:

![Roadmap.PNG](/t5/image/serverpage/image-id/71851i19CAA9B2B642A360/image-size/large?v=v2&px=999 "Roadmap.PNG")Looking to differentiate the different issues by color


Answers:
author: Lachlan G
body: Hey Jason,

Do you want to color each of the bars according to what release they fall into? Currently that's not possible. If you'd like it as a feature you can raise it here <https://jira.atlassian.com/> so the community can vote on it.

Thanks

Lachlan,

Portfolio for Jira Server Team


Tags: advanced-roadmaps
Portfolio Plan not synching after updating a Task in JIRA (3.13.0)
Asked by balraj.atwal:

We are using version 3.13.0 of Portfolio Add On with JIRA v8.2.4.

When I update a Task with an Epic in Jira the change is not reflected in my plan within Portfolio.

Below are the options that I see.

![Capture.PNG](/t5/image/serverpage/image-id/71692i99070F3F9320460F/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Kathy Hart
body: In my experience, you have to click on Calculate or the calculator icon (depending on your view) on the Portfolio Plan page to get tickets updated in Jira to reflect the changes in Portfolio.


Tags: advanced-roadmaps
Virtual users allowed in cloud portfolio
Asked by mike simonds:

Sorry to post this, but I cannot find this anywhere in portfolio. Can you use virtual users?

Mike


Answers:
author: Kathy Hart
body: Yes you can add Virtual Team members in Portfolio.

When you are in the Team View, and you have created a Team, you can then "add person".

If you type in something other than a specific users name in the +Add Person field, Portfolio will offer to create a Virtual User.

Generally these are named for a specific role or skill type, like Database Programmer, Developer, etc., to be used as a placeholder for future work. They can then be used in resource management planning.

You can use this in specific project teams or in Shared Teams.


author: thai_nguyen
body: Hi can I ask if virtual users should be able to drag and drop? We have set one up but they can only view the board. Any ideas how to let them drag and drop cards?


author: mike simonds
body: Thank you Kathy!!! Much appreciate ma'am!!

Mike


Tags: advanced-roadmaps

cloud
Why can my team not see the Buttons/Automations that I create on a board?
Asked by Charity Stark:

I have created a Social Media Board. On this board is a Button that when clicked updates the due date, moves to a new list and reassigns a task.   

I see the button and it works just fine. But noone else on my team can see the button when they open the cards.


Answers:
author: Mutya A
body: Hi Charity,

Are all your team also members of the Social Media Board? Are you able to share a screenshot of your button configuration? If you selected the **Anyone in Workspace can enable this button** checkbox, it will make the button available on all boards within your Workspace. This will be visible to your team if they are members of any board in your Workspace.

For more information on the settings:   
<https://support.atlassian.com/trello/docs/create-and-manage-automations/#Share-Automation-buttons>

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.
Move Due Date By Number of Days In A Custom Field
Asked by tkelly:

I want to move the Due Date for a Trello card x days, based a number in a custom field. There are only static choices.

![r/trello - Move Due Date By Number of Days In A Custom Field](https://preview.redd.it/move-due-date-by-number-of-days-in-a-custom-field-v0-u3nusy45jm0d1.png?width=400&format=png&auto=webp&s=d325fef07688bf4b95c7a486b66c8fafe83a50d6)

In my card, the Due Date is 5/21 and my total lag is 2.0 (meaning 2 days).

![r/trello - Move Due Date By Number of Days In A Custom Field](https://preview.redd.it/move-due-date-by-number-of-days-in-a-custom-field-v0-43am5bc6km0d1.png?width=486&format=png&auto=webp&s=17966e93094653ca8fba482101cb8380d5ed7376)

I want a triggered automation to move May 21 + 2 days = May 23.

I tried the following in the Set Custom Field for "Date" (thinking this is the built-in due date) to {{%Date}+{%Total Lag}wd}}

That gives me the error Couldn't find a Custom Field called "Date" in card <https://trello.com/c/ixxx>. Please make sure that the Custom Field exists with that exact name.

Does anyone have a guess how I can increment the due data based on the numeric field with the numeric field represents "Days"?

Thanks in advance! Tim


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@tkelly](/t5/user/viewprofilepage/user-id/3792210) for the moment, Trello doesn't allow you to set a variable in the native due date field.  

Here is a workaround though:  

1. Create a custom date field called "Date" (choose the option to not show on the front of the card).  

2. Create rule:

```
when custom field "Number" is set, set custom field "Date" to "{{%Date}+{{%Total Lag}}wd}?
```

<br />

3. Create another rule:  

```
when custom field "Date" is set, set due date on the date in custom field "Date"
```
Trello and Function Point Integration
Asked by Melanie Woodward:

hi, we're an agency that uses Function Point and we'd like to integrate Trello into our tech suite. Can anyone tell us how the two platforms integrate because we see that they do, but nothing specific on how this works and what functions integrate can be found.

TIA.


Answers:
author: Mutya A
body: Hi Melanie,

Can you explain how you think they are integrated? You can check for existing integrations here: <https://trello.com/integrations>

As Function Point does not seem to be integrated, you may want to explore our Atlassian Solutions Partners. Atlassian Solutions Partner are independent companies who offer a wide range of accredited services, apps and integrations, training, and customized solutions to extend the power of Atlassian products.  

More information below:

<https://www.atlassian.com/partners>  
<https://www.atlassian.com/partners/join>

If you have access to developer resources, they can also integrate with Trello using our Rest API: <https://developer.atlassian.com/cloud/trello/>

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.
Move Boards
Asked by Liz Baize:

I used to be able to move my boards and organize them and I can't anymore. Does anyone know how to fix this?


Answers:
author: Caity
body: Hi Liz, are you referring to reordering your starred boards on the Trello home page? This feature was recently removed---however, you can still reorder these boards from either the "Starred" menu at the top of Trello or from the sidebar menu when you have a board open, and the changes you make there will be reflected on the home page as well.
planos premiun
Asked by Inai? Rocha:

ol?, vou fazer upload para conta premiun, preciso de tres areas de trabalho tenho que fazer uplode e compra um pacote pra cada area de trabalho ?

em quest?o dos colaboradores cada um tem que fazer uplode tambem para o premiun ou apenas eu como criei as areas de trabalhos consigo colocar os usuarios que eu quiser independente do plano deles?


Answers:
author: Mutya A
body: Ol?,

Obrigado por escrever para n?s! Por favor, note que estamos usando um servi?o de tradu??o para nos ajudar a responder aos nossos clientes internacionais. Sinta-se ? vontade para avaliar a qualidade da resposta.

Sim, Premium ? uma atualiza??o para um ?nico Trello Workspace. Isso significa que voc? comprar? para 3 ?reas de trabalho. Voc? tamb?m ser? cobrado mensalmente ou anualmente com base no n?mero de membros desse espa?o de trabalho. Se voc? tiver dois espa?os de trabalho diferentes que compartilham alguns dos mesmos membros e tiver o Premium para ambos os espa?os de trabalho, acabar? pagando o dobro pelos membros que pertencem a ambos os espa?os de trabalho. Isto n?o ? o ideal.

O que muitas empresas fazem, e o que recomendamos, ? usar um ?nico Workspace como seu Premium Workspace e associar todos os seus quadros a esse Workspace. Em seguida, usando o recurso Cole??es, organize seus pain?is em v?rios grupos.

Mova os quadros para um espa?o de trabalho diferente:  
<https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace>

Para criar cole??es para o Premium Workspace: <https://support.atlassian.com/trello/docs/creating-collections-for-premium-workspaces>

Aqui est? um exemplo de como pode ser o pre?o. Voc? pode ajustar isso com base no n?mero de colaboradores fatur?veis ??e n?o fatur?veis ??que voc? possui.

Digamos que voc? tenha um Workspace com 15 colaboradores:

* 5 colaboradores s?o membros do espa?o de trabalho (fatur?veis)
* 5 Colaboradores s?o Convidados Multi-Plano (fatur?vel)
* 5 Colaboradores s?o h?spedes em regime de pens?o ?nica (n?o fatur?veis)

Voc? seria cobrado por 10 usu?rios fatur?veis.

Nossos pre?os est?o dispon?veis aqui: <https://trello.com/pricing>

Espero que isso ajude, mas deixe-nos saber se voc? tiver alguma d?vida!
Activities deleted after moving the list
Asked by Alexander Reetz:

When moving the lists to a new board, all activities and comments have disappeared. However, we absolutely need the activities and comments for our work.


Answers:
author: Lara
body: Hi Alexander,

Thanks for reaching out!

When a list is [moved](https://support.atlassian.com/trello/docs/moving-cards-or-lists/) to another board, we'll copy card descriptions, checklists, attachments, and comments.

We won't copy card history/activity. If a member of a card is not a member of the target board, they will be removed from the card when the list is moved.

If you have moved a list and a comment on a card does not appear on the new board, let us know and we'll look into it further.

All the best,

Lara  
The Trello Team
Why I can't add new members?
Asked by Emily Michiko Morris:

My team and I are trying to add new members to our Trello board, but it keeps telling us that we have already reached our 10 member limit. We have only 8 members currently on the board, however. (I even took myself off so that we could add new members.)

Please advise.


Answers:
author: Gaurav Kataria
body: Emily, you will need to look at the Total number of collaborators (across ALL your boards in your workspace) See <https://support.atlassian.com/trello/docs/workspace-user-limit/>

comments: author: Jenna Niemi
body: I have 9, I should be able to add 10 but I cannot


author: Jenna Niemi
body: I finally found one extra person on some other board. Not so clear that all boards are counted but my problem is now solved at least
ETL to load all boards form my Trello using Py-trello
Asked by Adons Aryong:

```
Getting the below error while trying to load my boards using the py-trello library.  
Kindly support. 


ResourceUnavailable: <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd"><HTML><HEAD><META HTTP-EQUIV="Content-Type" CONTENT="text/html; charset=iso-8859-1"><TITLE>ERROR: The request could not be satisfied</TITLE></HEAD><BODY><H1>403 ERROR</H1><H2>The request could not be satisfied.</H2><HR noshade size="1px">Bad request.We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.<BR clear="all">If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation.<BR clear="all"><HR noshade size="1px"><PRE>Generated by cloudfront (CloudFront)Request ID: evPjSOwgjkNV9jIxDRY7WXYRI0l2sYnCgu4-L_SrF8RL6MFD65srbw==</PRE><ADDRESS></ADDRESS></BODY></HTML> at https://api.trello.com/1/members/me/boards/?filter=all (HTTP status: 403)?
```


Answers:
author: milynnus
body: [@Adons Aryong](/t5/user/viewprofilepage/user-id/5497990)

Check GitHub. There are temporary fix recommended there. I used them so it works.
How to use a dynamic match function to move a card from one board to another
Asked by Glen Chapman:

Hello, I am trying to automate this process:

1. A card is created and it has a label with a custom name, say, IMPORT, the color is irrelevant.

2. Automation would search the new card for the label name, any label name as they would be names of customers so it will be different each time.

3. It would match the label name to another board in my workspace that has the same name as the label and was created beforehand, in this case, Label = IMPORT, Board = IMPORT

4. It would move the card from the original board to the IMPORT board and place it in the first list.

The issue that I am running into is that the only fields that support dynamic automations are: list names, card titles, card descriptions, and comments. The other automations require a known value to be present to match the automations search.

Is there a way to program the automation in a way that looks like this:

when *a card* with *a label* is added to list "To Do", *find a board titled "{\*}"* , and *move the card* to list "To Do" on *the first board found*


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Glen Chapman](/t5/user/viewprofilepage/user-id/5497856) maybe try something like this:  

```
when any label is added to a card, move the card to the top of list "To Do" on board "{cardlabelnames}"
```

A couple of follow-up questions with that:  

1. Can a card have more than one label?  
2. Do all card labels relate to a board name, or are there other label types? E.g. priority

comments: author: Glen Chapman
body: That's a great automation line however I don't know where I can add in custom lines like that since they deprecated Butler and replaced it with the "drag and drop" style automation lines. Where can I access a custom automation interface that allows me to work in that style?

Great questions:

1. A card will only have one label and that is the board name it needs to go to

2. Yes, the label will relate to the board in which the card will need to live. These need to be "matched" for an automation, not pre-populated as they relate to new customers.


author: Hannah Humbert - Simpla Workflows
body: [@Glen Chapman](/t5/user/viewprofilepage/user-id/5497856) see below:  

![label automation.gif](https://community.atlassian.com/t5/image/serverpage/image-id/324326i051EED509CC6EEFC/image-size/large?v=v2&px=999 "label automation.gif")  

This should work just fine if you're only adding one label to the card, that label will always relate to the destination board, and the label name is spelled exactly the same as the board name.   

If in the future you want to use labels for other purposes, I'd recommend using a single select field instead, like a dropdown custom field.


author: Glen Chapman
body: Thank you for the video support, that was super helpful. After more poking around, I agree with you that labels may not be the best target for the automation. Experimenting with other options in custom fields, etc.

Appreciate you!


author: Hannah Humbert - Simpla Workflows
body: You're very welcome! ?
Desativa Sugest?es Etiquetas
Asked by Rui Perisatto Junior:

Trabalho com poucas etiquetas. O atalho "Sugest?es" est? mais atrapalhando do que ajudando, pois deixa a tela polu?da com etiquetas duplicadas. Como desativar?

Numa das ?reas de trabalho que eu tenho achei uma op??o nas configura??es. Mas s? desativou daquela. N?o consigo desativar nas outras.

Grato


Answers:
author: Mutya A
body: Ol?,

Obrigado por escrever para n?s! Por favor, note que estamos usando um servi?o de tradu??o para nos ajudar a responder aos nossos clientes internacionais. Sinta-se ? vontade para avaliar a qualidade da resposta.

Agrade?o seu feedback, fico feliz em ajudar aqui! Voc? pode desativar essas sugest?es em <https://trello.com/my/account>. Clique em Desativar sugest?es na se??o Sugest?es. Voc? pode verificar se possui outras contas e desativ?-las tamb?m.

Espero que isso ajude, mas deixe-me saber se voc? tiver alguma d?vida!