youngmon/atlassian-qna huggingface dataset:
How does Portfolio for Jira create issues?
Asked by Tyler Dalious:

For example, I want to copy the Fix Version of my Feature (Feature parent links to Epic) to my Epic through the use of a post function (provided by Jira Workflow Toolbox). When I create an Epic through Jira Software's Create button, I select my target feature in the Parent link field, and upon creation my Fix Version is copied over (via said post function).

However, when I create an Epic in Portfolio linked to my target feature, I commit the change and the field is not copied over.

So I'm not sure how Portfolio creates issues. I would have assumed it would use the same process Jira does since it's an add-on. Any ideas?


Answers:
author: Jack Harding
body: Portfolio for Jira creates issues without their issue links (at first) and so post-functions referencing these issue links will fail. Vote for the issue below!

**See also** : [Atlassian Community Article: Should creating issues in JIRA Portfolio apply post-functions as per project workflow?](https://community.atlassian.com/t5/Portfolio-for-Jira-questions/Should-creating-issues-in-JIRA-Portfolio-apply-post-functions-as/qaq-p/688077)

**JPO Server Suggestion** : [Issue creation from Portfolio plan does not create the Epic Link on the first step](https://jira.atlassian.com/browse/JPOSERVER-2236?_ga=2.259178371.809986648.1533807111-2123122480.1501620327 "Issue creation from Portfolio plan does not create the Epic Link on the first step")

comments: author: Tyler Dalious
body: Great, thanks for the info, voted!


Tags: addon-com.fca.jira.plugins.workflowtoolbox.workflow-toolbox

advanced-roadmaps

post-function
JIRA REST API: Plan Scope/Sources
Asked by Jamie Sirois:

Is there a way to find out what's included in a plan (projects, boards, etc.) via the server REST API?

The portfolio API does not seem to include this information, and I haven't been able to find it from the other side either (coming from the project/board data).


Answers:
author: tcerexhe
body: Hi Jamie,

It sounds like you're after the plan's "Issue Sources". This isn't currently part of the Server API.

Please feel free to create a [JAC suggestion](https://jira.atlassian.com/projects/JPOSERVER/issues/JPOSERVER-2395?filter=allopenissues) and vote on it. We use these suggestions to know what features to add to our roadmap.

If you're after the issues themselves then you can use the [Jira JQL search api](https://developer.atlassian.com/server/jira/platform/jira-rest-api-examples/).

Cheers,

The Portfolio for Jira Team


Tags: advanced-roadmaps

api

atl-adm
How can I add a Program in Portfolio for JIRA cloud version? Unable to see the Create > Program opti
Asked by Roger Olney:

Trying to create a Program and unable to find that feature...maybe it's not available in the cloud version?


Answers:
author: Syauqi
body: Hi Roger,

Program view on Portfolio for JIRA Cloud **isn't available** at the moment. we do have a feature request raised which you can track here:

[JPOCLOUD-1767 - As a program manager I would like to roll up multiple portfolio plans to get a program level view](https://jira.atlassian.com/browse/JPOCLOUD-1767)

Hope this helps

Cheers

comments: author: Piotr Zolnierek
body: Page doesnt exist


author: Syauqi
body: Link updated, let me know if you are still having issue Piotr.


author: Marianne Lee _Nagarro_
body: Is there a workaround for this since Programs are not available in Portfolio Cloud?


author: staceyking
body: Anyone ever get an update? Seems Atlassian is silent on the topic? The program feature is probably the only thing I really even LIKE about Portfolio...


author: Lyle
body: Not having Programs in Portfolio/Cloud is a huge deficiency.


author: Roger Olney
body: Thanks for the update. Looking forward to being able to create Programs in the cloud version.


Tags: advanced-roadmaps

jira-cloud
Portfolio and assigning parent and subtasks to different teams
Asked by Scott Stephens:

Is there a setting to allow for the parent and sub tasks to be assigned to different teams? This is a blocker to current accurate scheduling.![subtasks per team warning.PNG](/t5/image/serverpage/image-id/28736i447F8E059FCCC003/image-size/large?v=v2&px=999 "subtasks per team warning.PNG")


Answers:
author: Shannon S
body: Hi Scott,

This is not possible in Portfolio, but you can still assign the subtask to a specific user.

There's a feature request below in order to be able to assign subtasks and parents to separate teams:

* [JPOSERVER-2388](https://jira.atlassian.com/browse/JPOSERVER-2388)

Regards,

Shannon

comments: author: Scott Stephens
body: Thanks Shannon. That ticket you mention was reported by me. I am hoping the team addresses this impediment.

When you say you can assign the sub-tasks to a different person that is true but it has to be from the same team.


author: Shannon S
body: Thank you, Scott! I hadn't even looked at the reporter since you posted here.

Now that the request is logged in Community many other users can see it and will be able to vote on it for implementation in the future.

Regards,

Shannon


Tags: advanced-roadmaps
Why is a story assigned to epic but does not show in Scope of Epic?
Asked by Gregory Hatcher:

I have a story that I have assigned to an Epic. When I view the plan and see the Epic, it does not show that story under Scope. All said, I have about 70 issues (stories/defects etc.) under the epic and only about 12 show under the Scope table. What is happening? It's messing up my timeline view and this Epic which was shipped 2 weeks ago shows as not starting until a few weeks from now and finishing next year.


Answers:
author: Ryan Fish
body: [@Gregory Hatcher](/t5/user/viewprofilepage/user-id/1655785)

Portfolio reports from whatever sources were set in configuration. Here are a couple of ideas:

* Some of the "missing" stories are on non-selected boards, add them in configuration
* Filters (fix/ version, dates, components, lables, etc) would limit your scope, check those
* Release tab will do the same as above, check release selection


Tags: advanced-roadmaps
Scheduling in Days
Asked by Devesh Khandelwal:

Hi All,

I am new to JIRA portfolio and am trying to schedule a "Project" . I am just interested in tracking at a high Level(Milestone Based planning) in Days.

I have created a few tasks under the Epic and have set dependencies. The first task's duration is 40 days but I am noticing that the "schedule end date" is not changing .

Observed behavior:

Task 1 - Estimate = 40 days, Sch. Start = 08/20/18, Sch End = 08/28/18

Expected Behavior :

Task 1 - Estimate = 40 days, Sch. Start = 08/20/18, Sch End = 10/20/18

Appreciate any insights/clues on this behavior.


Answers:
author: Dave
body: One possibility here is that the default team working hours is being used to calculate a date indicating that the task can be completed in less time.

So for example your task might take 40 "person-days" but the default team capacity 200 weekly hours (e.g. 25 person days per sprint). One thing you could try is changing the team capacity to be a 40 hour week (you can achieve this by assigning a person to the team).

Regards,

The Portfolio Team


Tags: advanced-roadmaps
Epics not showing up in portfolio
Asked by Dave Hearne:

I made a portfolio, pulled in a board, made a release, chose the epics, and now none of them show up in the top section. I have entered "target" dates, but cannot enter any scheduled dates. All of my stories have a little alert icon that says none of the resources associated with the story are available to work despite the fact that I have no team built or assigned to the work.

The documentation is worthless. Any ideas?


Answers:
author: Andrej Freeze _ greenique
body: Have you made sure to include all relevant fix versions/releases? If issues are selected in a release that's not part of the portfolio plan, it will be excluded from the plan.


author: Steve Gilmore
body: In the custom query for the my board, I had filtered out epics. That caused the portfolio to not show that epics and the stories appeared not to have epics. I fixed the filter on my board and all is working now.


author: zfinannee
body: I am having the same problem. I'm using a Filter as my Source, and the Epics are showing up in the Filter, but not on the Portfolio Plan View. On the Portfolio configuration, I "picked" the needed Fix Versions; some of the Epics themselves have one of the Fix Versions set and some don't, so that isn't the problem. I'm using Cloud.

Any other ideas?

comments: author: Rabbit
body: So, have you removed any items from your plan? I was having this issue, and after I posted here, was able to solve it myself. Dunno if it's the same, but maybe this will help: <https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Some-epics-are-not-showing-in-portfolio-advance-roadmaps-plan/qaq-p/1439073#U1439164>


author: Friedrich_Schlerka
body: I have the same issue as Ryan and Dave. Filter everything looks ok. Who can help?


author: Ryan Fish
body: [@Dave Hearne](/t5/user/viewprofilepage/user-id/618034)   
It will only report from selected portfolio sources, did you configure any boards with epics (assuming multiple boards)?

comments: author: Ryan Fish
body: other thing to look at is release, same issue of selecting the board(s) with epics v just boards with stories


author: Chad Rasmussen
body: I'm having the same issue as [@Dave Hearne](/t5/user/viewprofilepage/user-id/618034) and tried fixing any problems that were pointed out by [@Ryan Fish](/t5/user/viewprofilepage/user-id/1496621) and the items are still missing from the portfolio view. I've examined them and they have the same links as the items that ARE showing up. There is no difference between the items showing up and the ones that aren't. Is this a bug that is being worked?


author: Rabbit
body: Having the same issue. I'm thinking it has to be a bug at this point.


Tags: advanced-roadmaps
Does the portfolio plugin use uncertainty?
Asked by Jasper Saaltink:

I see you can define releases based on estimations and team(s) based velocity. does the portfolio plugin use similar values/calculations for uncertainty like the 'Version Report' plugin?

That plugin uses average velocity and uses that to estimate a predicted, optimistic and pessimistic completion date.


Answers:
author: Thomas
body: Hi [@Jasper Saaltink](/t5/user/viewprofilepage/user-id/1742226),

Portfolio is currently looking at the velocity, estimations, priority and, potentially, skills and stages. There is currently no uncertainty mechanism baked in the Portfolio algorithm.

Portfolio does offer the ability to have multiple scenarios that you can use for best/worst case planning which could achieve your goals.

I'd be interested to hear more about your use case as we're interested in bringing smarts and insights in Portfolio to the next level while making it easier to use!

Cheers,

Thomas


Tags: advanced-roadmaps
How can I search for issues under a top level in Portfolio for Jira CLOUD
Asked by Adrien Gaudon:

Hello,

I'm using Portfolio to manage the hierarchy of my projects.

Here's the hierarchy that I currently use :

1. **Initiative**
2. Phase
3. Epic
4. **Story**
5. Sub-tasks

Here's my question : how can I search for all the Stories that can be found under a specific project?

Please keep in mind that I have JIRA CLOUD, which means I ++**don't**++ have access to the *childissuesof* function : **issuekey in childIssuesOf("INIT-001")**

My environment :

* JIRA CLOUD
* Portfolio for JIRA - 1000.157.0
* JIRA version: 1001.0.0-SNAPSHOT


Answers:
author: informatikus
body: Hello [@Adrien Gaudon](/t5/user/viewprofilepage/user-id/1171867),

as far as i know this still isn't possible out-of-the-box.

I'm personally doing this using [Scriptrunner for JIRA](https://marketplace.atlassian.com/apps/6820/scriptrunner-for-jira?hosting=cloud&tab=overview) and it works as easy it reads: <https://scriptrunner.adaptavist.com/latest/jira/jql-functions.html#_portfolio>

comments: author: Adrien Gaudon
body: Hello [@informatikus](/t5/user/viewprofilepage/user-id/1684740), thank you for your reply. It would be very helpful, but unfortunately, I cannot use the ScriptRunner search query in my boards from what I see, and I cannot fetch it though a REST API, so it's not useful for me.

Thanks anyway !


Tags: advanced-roadmaps

jira-cloud
Is there a way to prevent Portfolio from automatically assigning an item to a team?
Asked by Ed Guy:

I am using Portfolio primarily for it's reporting capabilities (the full-hierarchy CSV export). The portfolio includes multiple Jira Software projects. Portfolio "Teams" are based on Scrum Boards in those individual Jira Software projects. Portfolio is automatically associating items to teams; I want it to stop.

At the Portfolio level we identify teams using the Component/s field. If Portfolio insists on assigning teams for me, can I make it use the Component/s field or the Project field as a basis for that assignment?


Answers:
author: Ryan Fish
body: Portfolio lets you assign a team/ board or automagically assigns it if you have one team/ board (since there is only one team/ board).  
If you are using the component field to assign a team, then create the issue and select the component from the drop down in the newly created issue row. You may need to add the component field using the little tool gear toggle.

<br />

Hope this helps.


Tags: advanced-roadmaps

assign

automation

component

team
Why are the Issue bars within Portfolio White?
Asked by Alexander Frost:

When clicking on my Portfolio Issue bars I sometimes notice that other Issue bars turn white.

I can sometimes see that the bars that have turned white are linked in some way to the original bar that I have clicked. However it is not obvious until you look in to your scope section or your dependencies report and forensically investigate.

The problem is, that sometimes even after this investigation i notice that the bars that have turned white don't have any dependencies at all?

I would like to simply know why they turn white and potentially an easier way of figuring out these dependencies (if that is indeed the reason they are turning white).

Thanks! :)


Answers:
author: Alexander Frost
body: Hi [@Alexander Frost](/t5/user/viewprofilepage/user-id/1363846),

There is a [colour reference page](https://confluence.atlassian.com/jiraportfoliocloud/portfolio-colors-and-symbols-reference-guide-943546543.html) for Portfolio for Jira. Not sure if this helps however it is worth a look.

Hope this helps

comments: author: Alexander Frost
body: Thanks Danny for the response!

I had looked at this earlier, however it only really talks about white Issue Bars in relation to a target schedule and in this case when a target schedule is not estimated.

It again mentions dependencies. However as mentioned in my original post, some of my white Issue bars have no dependencies or clear links whatsoever.


Tags: advanced-roadmaps
Portfolio for Jira - Do I need to backup Jira data before installing it?
Asked by Ofer Prat:

I am about to implement Portfolio for Jira on an existing Jira Cloud instance, with many projects and loads of existing data.

The guide does not mention any safety steps to do before installation (such as backup).

What is your experience? Do I need to bother with backing up Jira data, setting up a maintenance time window for adding Portfolio, etc.?

Or is it a simple plug it in and go sort of thing?

thanks!


Answers:
author: Shannon S
body: Hi Ofer,

No need to backup Jira before installing Portfolio. The installation generally runs smoothly and won't affect your existing Jira installation until you start using it.

However, before you make any major changes using Portfolio, it might be nice to create a backup then. Once you commit the changes it can alter many issues at once, and if you do it by accident you'll need a way to roll back.

Regards,

Shannon

comments: author: Ofer Prat
body: Thanks Shannon!


Tags: advanced-roadmaps

jira-cloud
Which custom field type uses Jira markup?
Asked by mathewDoe:

When I open the Portfolio project and see my plan

I select the active Jira ticket and the display panel shows the details

in the Details is a description field.

Can I make the description field use the internal Markup language so I can add bolding or colors or stylize lettering

you can see the HTML jpo-description-region tag and the content is populated from the the JIRA as plan text in the jpc-editable-component tag, but it does not translate the Markup language. The the Jira description field is using.


Answers:
author: Earl McCutcheon
body: Hi Matthew,

This is not currently available for the description fields in Portfolio.

We have the Following Feature Request for this so please add your vote to help us track interest in implementing this a new feature:

* <https://jira.atlassian.com/browse/JPOSERVER-387>

Regards,  
Earl


Tags: advanced-roadmaps
Can custom fields be included in the estimation calculations in JIRA portfolios?
Asked by sandbox3_jira_opt_user:

If we added a field for number of people with a certain skill required at the initiative level, is there any way to include that in the capacity and resource planning aspect of Portfolio?


Answers:
author: samrobertsofficial
body: Hi [@sandbox3_jira_opt_user](/t5/user/viewprofilepage/user-id/1355265),

Unfortunately at this time there is no way to include a custom field as a factor in the estimation calculations.

Could you help me understand more the problem you're trying to solve? I'm trying to think if there are any alternatives in Portfolio.

Thanks,  
Sam


Tags: advanced-roadmaps
Can I use Portfolio for JIRA without releases?
Asked by Clayton Taylor:

I work on a team that uses Kanban methodologies and is moving from continuous integration towards continuous deployment. This means that releases are not predefined like sprints in Scrum methodologies.  

Portfolio for JIRA has many useful features, but it appears that they are all reliant on releases being assigned to issues. Is this the case? If so, is there any planned support for continuous deployment teams?


Answers:
author: Clayton Taylor
body: Based on the documentation provided, it would seem that Portfolio for JIRA does not have any smarts in the way of calculating a projected time based on time that has already been spent working on issues. It appears that all time based calculations require that a user enters estimates on each issue, releases assigned to each issue, target dates assigned to each issue or a combination of the three, making Portfolio for JIRA a tool for visualizing manually entered values and not one that helps to project time taken like I would have hoped.

I appreciate the quick response, but it seems that we will need to look elsewhere for a planning tool to support our team transitioning to a continuous delivery methodology.


author: Earl McCutcheon
body: Hello Clayton,

With Portfolio for Jira, if you have a release scheduled, and you have an issue scheduled to complete before, portfolio is going to add that issue to the release. Please see ["Using the later release"](https://confluence.atlassian.com/jiraportfolioserver/using-the-later-release-802170570.html) for more details on the release calculation.

If you do not want an issue to be calculated into a releases use Dynamic Release dates, and manually assign a fix version on issue completion.

Regards,  
Earl

comments: author: Clayton Taylor
body: Hi Earl,

Thanks for the reply. Based on the link you provided, it appears that the reason the *later release* is not working the way I expected is because we also do not estimate stories/tasks going through the pipeline.

Am I right in assuming that we need either created and assigned releases and/or estimates on issues in order for Portfolio for JIRA to display the issues as expected?

Thanks,  
Clayton


author: Earl McCutcheon
body: Hi Clayton,

Yes that is correct, there needs to be a time based data point in place for the algorithm to make time based calculations to be able to put the issue on the schedule within that allotted timeframe.

The document [Scheduling behavior](https://confluence.atlassian.com/jiraportfolioserver/scheduling-behavior-802170552.html) goes over the data point scheduling factors in more detail.

Regards,  
Earl


author: Clayton Taylor
body: Ok, I was hoping there was a way to do it based on statuses and actual time since we don't predefine releases or estimates.

With the dynamic release date, is there a way to pull based on specific criteria? We use the "Release" feature in JIRA Kanban boards to set the Fix Version when issues go to production, so releases are created at the end of an issue's lifecycle.

Thanks,  
Clayton


Tags: advanced-roadmaps

release

continuous-delivery

deployment

jira
Is it possible as an Admin of a JIRA Project space to disable the Backlog view?
Asked by Omar Jabbour:

Hey folks,

I was prompted to activate the Backlog for my project space but have determined that we do not need this functionality. Any advise as to how to deactivate it or disable it?

Thank you!


Answers:
author: informatikus
body: So, you're saying you need to en- / disable the Backlog for your JIRA Board?

Here's how to do this for Kanban based ones: <https://confluence.atlassian.com/jirasoftwareserver/configuring-columns-938845277.html#Configuringcolumns-enablingkanbanbacklogEnablingtheKanbanbacklog>


Tags: advanced-roadmaps
JIRA Portfolio - Scenario Planning Commits in JIRA?
Asked by David Markowski (DO NOT USE):

When you create multiple scenarios can you, when you commit can you go back to the initial or another scenario and commit the changes when to revert back?

Also when you are playing with scenarios - will it update JIRA on commit or just the changes to the scenario?


Answers:
author: Ryan Fish
body: I use the scenarios to compare between different plans and options. Once a decision is made then committing finalizes and transforms the actual JIRA data for the teams to work on.


author: Earl McCutcheon
body: Hello David,

When you commit the changes you are finalizing the data point and updating the jira issues directly, and there is no undo option once commited.

Regards,  
Earl

comments: author: Michael Ray
body: Earl this leaves a lot of room for human error. What if in one scenario you adjust story points and all sorts of things to show stakeholders some scenarios and by accident commit that to jira. You could destroy a teams entire backlog.

Has the ability to revert a portfolio commit been address in 3.0?


Tags: advanced-roadmaps

jira-core

scenario
Sending email notification based on start date
Asked by Jono Ridler:

Hi there,

We have set up start dates as well as due dates for our cards. I am wanting to send members of that card a reminder email notification that the card is starting (either today or in 24 hours for example). I can't see how I can do this. Due dates seems easy enough but not start dates. Any help would be appreciated!

**Side Note:** Would also be keen to hear how I can set up an email notification for a Custom Field date so the card members get a reminder that the due date for that custom field is coming up.


Answers:
author: Vronik
body: Look at this

<https://trello.com/guide/automate-anything#rule-based-automation>
? poss?vel criar um sistema de heran?a ?
Asked by Blaze Corp:

? poss?vel criar um sistema de heran?a onde os cart?es que foram criados com base num template, ao template ser atualizado, replique a atualiza??o aos cartoes ?


Answers:
author: Vronik
body: Look at this

<https://community.atlassian.com/t5/Trello-questions/How-to-push-out-updates-to-the-template-to-all-of-the-boards/qaq-p/1731321>