youngmon/atlassian-qna huggingface dataset:
In Progress Tickets move to next sprint
Asked by Omer Farooq Chughtai:

I have a ticket with 5 subtasks out of which 3 are marked dev complete and the rest are in progress but developers have spent some time on them in the current sprint. When I close the sprint and the inprogress tasks are moved the the next sprint. Are the points for the closed tasks counted in the closed sprint?

Morevoer, how will the points be calculated for the in progress tasks? Will they split between the closed and the current sprint?


Answers:
author: Danyal Iqbal
body: Are the points for the closed tasks counted in the closed sprint?

yes.

Morevoer, how will the points be calculated for the in progress tasks? Will they split between the closed and the current sprint?

No, they belong in the current sprint.


Tags: advanced-roadmaps
How to - How can I add "EPIC" as an issue type under project settings for a new Kaban board?
Asked by Pascha Johnson:

I created a new track (the data-products track) but I am not able to create epics there (there isn't an option for type of issue "epic").

I can you go to \`Project Settings\` \> \`Issue Type\` \> \`Add Issue Type\` and no EPIC option appears there by default. Is not an option when I try and add it.

There is a recently created board that was that I would like to add the issue type option for EPIC.

Can you please help me? Instructions?


Answers:
author: Ryan Fish
body: [@Pascha Johnson](/t5/user/viewprofilepage/user-id/1817991)  
For cloud, use these [instructions](https://confluence.atlassian.com/jirasoftwarecloud/managing-epics-in-a-kanban-project-856846191.html)  
For server, use these [instructions](https://confluence.atlassian.com/jirasoftwareserver075/managing-epics-in-a-kanban-project-935562531.html)  

Hope this helps!


Tags: advanced-roadmaps
How does one apply the same skill to more than one stage?
Asked by Sean Shahrokhi:

When setting up skills and stages in Portfolio for JIRA, how does one allocate the same skill to multiple stages?

Ex) A skill will be involved in more than one stage and the same skill needs to exist in multiple stages

Currently it appears to be a 1:1 relationship with Skills and the stage they belong to. There is no way to use the same skill in multiple stages from what I gather. I'm hoping that I may be missing something?


Answers:
author: Rohan
body: Hi Sean,

This is not currently possible since skills are directly linked to a stage.

Skills that you create in the "Shared teams and people" view will be accessible in the skills configuration view, but they can only be assigned to one stage at a time in a 1:1 relationship as you've noticed.

If you would like to raise a feature request for this functionality you can visit <https://jira.atlassian.com> and create a jira ticket.

Thanks for your question  
The Portfolio for Jira Server team


Tags: advanced-roadmaps
How do i create a program Initiative that spans multiple plans?
Asked by Russell Bailey:

I created a Program that contains several plans. I would like to create an Initiative at the Program level that is the Parent of Epics at the Plan level. Is there a way to do that?


Answers:
author: Jack Harding
body: Hey [@Russell Bailey](/t5/user/viewprofilepage/user-id/1930357)!

You can define an initiative that spans several plans by ensuring that the initiative is defined by the issue sources of each plan.

By definition, however, each plan is independent of the others, so the initiative would show up on the schedule view for each of the plans it is defined in.

Furthermore, as each plan is independent and defined/calculated by the issues **in each plan**, the estimate and progress "roll-up" of the initiative across each plan will be defined only by the issues in that plan.

-Jack

comments: author: Russell Bailey
body: Thanks Jack. I'll give it a try.


author: Jack Harding
body: Absolutely [@Russell Bailey](/t5/user/viewprofilepage/user-id/1930357)! Let me know if you have any other questions :)


Tags: advanced-roadmaps
Tracking scope changes in portfolio plan
Asked by Yen Pham:

I have a JIRA filter of issues i imported into my Portfolio plan.

When issues meet or no longer meet the filter criteria (e.g. removed fix version, changed project), rather than automatically being added or removed from the plan, I'd like to have a list of changes from when I last checked my plan.

A list of changes similar to when I'm trying push portfolio changes down to JIRA would be very helpful

Thanks!


Answers:
author: Rik de Valk
body: Hi Yen,

Portfolio doesn't offer this feature. However, Jira offers something that might help. You can subscribe to your saved filter and get email notifications when new issues meet your filter criteria. You can configure when / how to be notified. For example: if you want realtime notifications for every single chandg. Or if you want to get a daily / weekly summary.

Hope this helps!

comments: author: Yen Pham
body: Hey Rik - Thanks but that doesn't list out what has been added or removed from the filter since it was last run.


Tags: advanced-roadmaps
I excluded an epic from my plan but some child issue still shows!
Asked by Thibault:

In my plan I did exclude some epics as they are "noise" activity that my team capacity does not take into account. However, some issues are showing up. What is the exclude logic for new USs added to an excluded epic? Will they show up as Stories without epic? What can I do to prevent this scope to show up?


Answers:
author: Gabriele Franck
body: Hi [@Thibault](/t5/user/viewprofilepage/user-id/1133731)

In Portfolio, you have an **Issue sources**setting, which you can select/exclude some issues in your plan.

Please double check if you still have any of stories still selected over there. You will see something like this over there under the Scope section:

![Screen Shot 2018-09-04 at 15.13.14.png](https://community.atlassian.com/t5/image/serverpage/image-id/31333i2D7C7A8CFF8CA0B4/image-dimensions/333x245?v=v2 "Screen Shot 2018-09-04 at 15.13.14.png")

Please let me know how it goes! :D

Gabi


Tags: advanced-roadmaps
How to automatically close all linked issues when parent issue closed?
Asked by Sunitha:

Is there a way to Close Epics when all child issues are marked done/closed? Right now I noticed we have to change each Epic manually which is very time consuming.

Thanks,

Sunitha


Answers:
author: Christina Hiller
body: You can setup a post function on the transition to close an epic when all linked issues are closed. <https://confluence.atlassian.com/adminjiracloud/advanced-workflow-configuration-776636620.html#Advancedworkflowconfiguration-postfunctions>

Here's a screen cap of it configured. You'll have to figure it on all of your workflows. ![2019-06-05_9-36-42.png](https://community.atlassian.com/t5/image/serverpage/image-id/56722iDBA5518B14023665/image-size/large?v=v2&px=999 "2019-06-05_9-36-42.png")


author: Daniel Vest
body: I know this post is an old one, but maybe someone looking for another way to do this, like I was, and crafted my own way to do this, when the issue being resolved (delivered) is a Major Incident, but the process can still be the same.

1. Setup a rule that looks for a transition to the desired state/status
2. A good idea to limit the spread of this based on JQL (in my case I only wanted Major Incidents and the tickets linked to them)
3. Create a branch for Linked Issues (if you have a custom linked type for MIs then use that, at this time in my Sandbox, I do not, but I am considering this in production)
4. I added a comment to each ticket (would want to inform the reporters that this is going to be closed/resolved and why
5. Transition the issues to whatever status is fitting

![automation to close linked tickets of Major Incident.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/324857i33F4A3324BDDFF3F/image-size/large?v=v2&px=999 "automation to close linked tickets of Major Incident.PNG")


author: Rik de Valk
body: Hi, like Nir suggests, you can use ScriptRunner. With Scriptrunner you can create a scripted post function in the workflow for Stories which checks if it is the last unresolved child issue and closes the Epic if true.

However, bear in mind that users not always want to have the epic closed automatically. A better solution would be to present the user with a screen that asks the user if the epic can now be closed.

comments: author: Sunitha
body: Hi Rik, Appreciate your response. As I mentioned in my comment to Nir, I am looking for a way to do this without add-on. I'm aware this can be done using ScriptRunner.

I tried Automation Lite but there is a limitation to apply an automation rule to all users in a project and moreover it is working at story level, but not at Epic level


author: Nir Haimov
body: Hi,

If you have scriptrunner and you know groovy, you can write a code that will do it for you.

comments: author: Sunitha
body: Thanks for your feedback Nir. I am looking for a way to do this without any additional add-on. We don't have ScriptRunner


author: Nir Haimov
body: Hi [@Sunitha](/t5/user/viewprofilepage/user-id/1172609)

Unfortunately, there is no way to achieve this natively in Jira without plugin.


Tags: advanced-roadmaps
Is it possible to show 4 Quarters of the year or the next 12 Months in "Program"?
Asked by Cansel S?rgens - RedTecLab:

I created a program by choosing 2 plans. The program shows only 1 month of the plans. How can I change the timeline display option, so that I can show 4 quarters of the year or next 12 months?


Answers:
author: Jack Harding
body: Hey [@Cansel S?rgens - RedTecLab](/t5/user/viewprofilepage/user-id/1483677)!

By default, the schedule/timeline view of programs will dynamically expand/contract to visualize the scheduled work at each level.

If there are issues in your plan(s) that are not appearing in the schedule view - add estimates to them and/or assign them to releases.

To manually set the schedule/timeline display option in the Program View, add "Scheduled Range" to the list of filters. Then, define the "Specific Range" of that filter to show the next 12 months by selecting today's date and the same date a year from now.

It's important to note the Specific Range option will not automatically update the way the other choices do (this month, this quarter, next quarter), so you'll have to define the Specific Range each time you view it to ensure that you are viewing the next 12 months.

Hope this helps!

-Jack

comments: author: Cansel S?rgens - RedTecLab
body: Thanks a lot. It helps!


Tags: advanced-roadmaps
Portfolio Restricted user - permissions
Asked by Villarasan Kumar:

Hi Team, we are using Portfolio plug-in and we have assigned a small group of users to "Portfolio User" permission and rest of the users to the "Portfolio Viewer" permission.

we added another group of users to the "Portfolio Restricted User" permission, but the user can edit/update the JIRA issues from the Portfolio plan.

This seems to be there is no difference between the portfolio user and portfolio restricted user permission, please help me in understanding this.

thanks

Vills


Answers:
author: Gabriele Franck
body: Hey, Villarasan

The **Portfolio Restricted User** applies only to Portfolio for Jira classic plans, as you can see in our doc page: [Permissions in Portfolio for Jira](https://confluence.atlassian.com/jiraportfolioserver/permissions-in-portfolio-for-jira-934719058.html).

The reason why your users have this permission but are still able to edit/update the JIRA issues from the Portfolio plan is because you've probably created a **Live plan**.

To understand the difference between each type of plan, please see our [Plans comparison](https://confluence.atlassian.com/jiraportfolioserver/plans-comparison-802170438.html) page :)

Let me know if this helps!

Gabi


Tags: advanced-roadmaps
How can we track resource movement from planned task to unplanned task
Asked by Tushar Srivastava:

Suppose we have planned a project with a team of 3 resources(developers) and they have to complete this project in 30 days and the team has started working on that project but after a few days 1 resource is moved to some other project due to the urgency for 2-3 days. Now the primary project will be delayed for 2-3 days.

So is there any way to track this movement in advance?


Answers:
author: Mary Ramirez
body: Hi [@Tushar Srivastava](/t5/user/viewprofilepage/user-id/1893292),

You can create a dependency, for information on how to click [here.](https://confluence.atlassian.com/jiraportfoliocloud/using-scope-and-dependencies-828785260.html)


Tags: advanced-roadmaps
Adding boards to existing plan does not create new teams.
Asked by Ross Klippert:

I have created a private plan in Portfolio based on several team boards in Jira. The initial creation results in a defined team corresponding to the initial set of boards used to define the plan. If I edit the plan configuration to include boards for additional teams, there is no new team defined to reflect the newly added board. How can I get the plan to recognize the newly added board as a new team in the plan that will reflect the assigned stories and past velocity information?

(Creating a new plan with all boards/teams identified initially does result in all teams defined as expected)


Answers:
author: Jim Fedako
body: I am experiencing this as well. I can add boards to existing plans, but the teams are not added as well. Any help would be appreciated.


Tags: advanced-roadmaps

configuration

team
Question on scope
Asked by Arijit Koul:

I am new to Portfolio. I was able to setup a test plan for myself but facing a challenge under the scope view. My question is more related to the scope view (upper section of the page) rather than the scope table. For some reason, I see only the current sprint details and I cannot see all the sprints. So for example, I am at sprint 5 today and expect to see see all the stories from Sprint 1 to Sprint 5 in the view but all I see is the stories of Sprint 5. The same is being reflected in the Scope table at the bottom.

Please advise.


Answers:
author: Rik de Valk
body: Hi [@Arijit Koul](/t5/user/viewprofilepage/user-id/1831187),

This could be caused by the Scheduled Range and Completed Range filters. At the top of the scope view you have some filters. One of them is Scheduled Range and Completed Range (or something like that). If that one is not showing, you can click on More to reveal it. There you can change how long in the past and future you want the plan to look.

Does that fix your problem?

comments: author: Arijit Koul
body: Thanks for your response Rik. I selected the right options however, looks like this is still not reflecting all the sprints. Though, initially I had only one sprint info, now it is 2 sprints, 2 and 5. I dont see any info on sprints 1,3 and 4.


author: Rik de Valk
body: There are several more factors that can cause missing issues.

Number 1 is the Issue Sources. You need to make sure that the Issue Sources you configured contain all the issues. If your team works with 1 Board, this board can be set as the issue source. Next, all releases should be included. And in the last step of adding / changing issue sources, you should make sure that you have not excluded any issues / Epics by acciddent.

Number 2 is the Teams section. In there you should connect the Board (or other issues source) to the team.


author: Arijit Koul
body: I think I have some idea of where the issue could lie. It has to be with the releases section. Because the board is pulling up multiple releases as sources, I assume I will have to correct the releases to reflect the correct data so that my portfolio pulls up correct info. It is just that there is so much of data, I am not sure where to start.

Thanks for your insights :).


Tags: advanced-roadmaps
Why are some issues set to "Later Release"
Asked by Dan Casados:

I have a plan created in Portfolio and release versions created weekly all the to the end of Q2 2019. However, my plan is assigning a lot of issues to the "Later Release" and not scheduling all the other releases I have created.  

Has anyone had this problem before? Are my tickets too large, and that's why they get sent to the "Later Release"?


Answers:
author: Chris Nicosia
body: Hi [@Dan Casados](/t5/user/viewprofilepage/user-id/1773995) Here is the [documentation](https://confluence.atlassian.com/jiraportfoliocloud/using-the-later-release-828785326.html) that explains why items get assigned to Later Release. It is likely that you are seeing one of the scenarios described.


Tags: advanced-roadmaps
Jira Portfolio - Budget and cost
Asked by Consulente Atlassian:

I ask you if you can show in a portfolio for jira some budget information that has been created with time budgets


Answers:
author: Shannon S
body: Kalos,

Can you clarify exactly what you are trying to do? Do you just want to see examples from users that are doing this, or have you done something in Portfolio that isn't working the way you expect?

You can see in [this article how to estimate and manage time budgets](https://confluence.atlassian.com/jiraportfolioserver/estimating-and-managing-time-budgets-715262689.html).

Shannon


Tags: advanced-roadmaps
what changed before committing the changes?
Asked by Consulente Atlassian:

I would like to know what has changed in every issue before committing the changes to a portfolio for jira, do you know if this is possible and how is it done?


Answers:
author: Ryan Fish
body: [@Consulente Atlassian](/t5/user/viewprofilepage/user-id/912581)

Click on the hyperlinked issue in the review and commit changes screen. Red is old information, green is new information. Good luck!


Tags: advanced-roadmaps
differences between two scenarios in Portfolio For JIRA
Asked by Consulente Atlassian:

I use portofolio and I use the scenario function. I want to know your experience and how you have solved. I ask you it is possible to overlap two scenarios to understand the differences between one and the other?


Answers:
author: Shannon S
body: Hi Kalos,

We have a blog post on multiple scenario planning that you may find interesting:

* [Multiple scenario planning with Portfolio for Jira](https://www.atlassian.com/blog/jira-software/multiple-scenario-planning-portfolio-for-jira)

There's also some details here from our documentation:

* [Configuring Scenarios](https://confluence.atlassian.com/jiraportfolioserver/configuring-scenarios-868977946.html)

Let me know if you have any questions!

Regards,

Shannon

comments: author: Consulente Atlassian
body: In the meantime, I thank you for your answer. I go to see the two pages you have reported to me, maybe I can solve this way. the request that was made to me by a client was to be able to superimpose two scenarios, highlighting epic by epic or history by story, the "differences". I have meanwhile tried to explain to my client that this approach is quite similar to launching a parachute from a plane blindfolded. I therefore hope that with the instructions you gave me in this two pages I can prepare an intelligent answer and make the client understand that the way to answer his question exists but is not "throwing himself into a parachute with his eyes closed".


Tags: advanced-roadmaps
Can the automation button create a new custom field with specified options?
Asked by Aleksandar Gocev:

Hi all,  

I'm working on a button and I want it to create a new custom field with multiple options on it, but I can't seem to find the option to do this.  

Is there a different way to do this?  

Thanks!


Answers:
author: Ste Wright
body: Hi [@Aleksandar Gocev](/t5/user/viewprofilepage/user-id/5463504)

Not that I know of natively, at least not via the GUI.

What's the need here? What are you trying to achieve? An example of your scenario would be beneficial :)

Ste


Tags: automation

button
Do collaborators need to be on PAID plans to access a board with > 10 collaborators already?
Asked by rajp:

Question arises due to upcoming changes on April 8th, 2024.

I'm on free version and have a board that has 21 collaborators.

1. If I pony up for a PAID plan - will that be enough for all the collaborators(on free plans) to access the same board, view and edit?
2. Or do all collaborators ALSO need to be on PAID plans to access this specific board?

Thanks,

Raj


Answers:
author: Rasmus Wulff Jensen
body: I've made this 10 min video on how the new rules work via various examples: <https://youtu.be/rqmCHU_QxY8>

comments: author: rajp
body: Very helpful video, Rasmus.

From what I glean, if I make the 20 users of my board "single user guests" who belong to the board only and not to any workspace then I should be able to pay one standard user license (myself) for the board in question?

Is that correct? Any other interpretations?

Thanks in advance,

Raj


author: Rasmus Wulff Jensen
body: Yes, that is my interpretation of there rules... You can check it for real, but going to the upgrade workspace page and see that you need to pay for 21 users... Then take one of these user and make them a board guest, and check the price again... Now it should only say 20 users


author: Ste Wright
body: Hi [@rajp](/t5/user/viewprofilepage/user-id/4668235)

Some useful links and information, for your reference :)

---

In terms of how many billable users you need, this will depend on whether any of the 21 members could be single-board guests. These guests are free on paid plans.

See more information here:

* **Guests:** <https://support.atlassian.com/trello/docs/board-guests/>
* **How Billing Works:** <https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>

---

You can also get an estimate from within Trello, to give you an idea on what it would cost based on your current setup:

1. Go to Trello's homepage
2. On the left-hand side, open the settings options next to your Workspace ("v" icon)
3. Select *Settings*
4. Next, on the left-hand side select *Workspace settings \> Upgrade workspace*
5. Scroll to the bottom of each list; this will provide you pricing estimates (aside from Enterprise, you need to contact sales for this. There's a button on this screen to do that).

Ste

comments: author: rajp
body: Hello Stephen,

Thanks for your reply.

When I go to the specific Workspace settings I do not see the upgrade options but do see the "Manage Collaborators" button. When I hit that I see one multi-user guest and nineteen single-user guests.

From your explanation, am I correct that the nineteen single-user guests will be no-charge?

Thanks,

Raj Parmar (rajp)


author: Ste Wright
body: Hi [@rajp](/t5/user/viewprofilepage/user-id/4668235)

Yes, the 19 single-board guests will be "free" users.

Ste
Can the automation check which label is already applied before performing the action?
Asked by Aleksandar Gocev:

Hi all,  

I'm working on an automation and I want it to check which label is already applied once the card is moved to a different list, is there a way to do this?  

Thanks!  


Answers:
author: Melo
body: Hi [@Aleksandar Gocev](/t5/user/viewprofilepage/user-id/5463504), welcome to the community!

You can check if the card has the label when selecting your trigger.   
Example:

![2024-03-31_0-36-47.png](https://community.atlassian.com/t5/image/serverpage/image-id/315430iA3A4CE015EFD1410/image-size/large?v=v2&px=999 "2024-03-31_0-36-47.png")

I hope that helps.

Cheers,

Melo

comments: author: Aleksandar Gocev
body: Thank you, it seems this feature is triggered once the label is applied to the card.   
What I'm looking for is for the main trigger, lets say the card is moved from List A to List B, to check if the label 1 is already applied and existing on the card, in which case it would move the card to List C.  

Does that make sense?   
Thanks once again


Tags: automation