youngmon/atlassian-qna huggingface dataset:
Missing Issues within my Plan
Asked by marc.denman@amway.com:

I am having trouble determining the root cause of why some issues are missing from my Plan. As an example, I have an Epic with 3 child features linked. In my plan, only one of the features is visible in the hierarchy. The plan configuration appears correct to me as the boards which the contains the issues are part of the source.


Answers:
author: Sramanth Pandeti
body: Hi [marc.denman@amway.com](/t5/user/viewprofilepage/user-id/4032936) Welcome to Atlassian Community!

Portfolio doesn't show Done/Completed issues by default. You can still see the completed issues in your plan by following these steps below:

1. Go to **Scope** \>**More** \> choose **Status**.
2. In the filter dropdown choose**Open and completed issues**.
3. The *Completion date* filter has a timeframe set. Go to **More** \> choose**Completion date**and define a timeframe.

<https://confluence.atlassian.com/jiraportfoliocloud/tracking-progress-and-status-828785247.html?_ga=2.72652563.1632625595.1598206527-2028525431.1594067624>

Can you please let me know if this resolves your problem?

comments: author: marc.denman@amway.com
body: Thanks for the suggestion. In my case I checked this so that was not the problem. I did resolve this issue though. I completely overlooked within the issue sources that the user had "deselected" several of the child features in the plan. By default, all issues are typically selected so I initially dismissed that from my review. However, this was the issue as once I added those issues back, the plan is now showing as I expected.

Thanks in advance for your response and willingness to help.


author: Sramanth Pandeti
body: [marc.denman@amway.com](/t5/user/viewprofilepage/user-id/4032936) Great. I'm glad you were able to identify the problem. :)


Tags: advanced-roadmaps

server
How to get Epics to appear nested under Initiatives in JIRA Advanced Roadmaps
Asked by aiden:

We have figured out how to add 'Initiative' as an issue type, correctly configured the hierarchy, and assigned a Parent Link field to allow Epics to be linked to Initiatives.

However, when viewing the Initiative in Advanced Roadmaps, we do not see Epics nested / expandable the same way we are used to seeing a Story nested under an Epic. Anyone else run into this issue?


Answers:
author: Roi Fine
body: Hey [@aiden](/t5/user/viewprofilepage/user-id/4070908) ,

Did you make sure the epics linked to your initiative are included in the plan's issue sources? Only issues within the defined issue sources of the plan will be visible in the plan.

You can check out video #2 in this [post](https://community.atlassian.com/t5/Advanced-Roadmaps-articles/3-short-videos-to-help-you-get-started-with-Advanced-Roadmaps/ba-p/1439078) I made for more details.

I hope this helps,

Roi

comments: author: aiden
body: Hey Roi, unfortunately the link you added does not seem to be active. Do you mind resharing?


author: Roi Fine
body: Oops sorry for that ?

Try this one - <https://community.atlassian.com/t5/Advanced-Roadmaps-articles/3-short-videos-to-help-you-get-started-with-Advanced-Roadmaps/ba-p/1439078>


author: aiden
body: Hey, so turns out it was definitely due to not including the sources.

- While all the correct projects were included, some of the issues/epics were from specific (old) releases that I originally did not include to try and keep things a bit cleaner.

Appreciate the help!


Tags: advanced-roadmaps

cloud
Using Jira Plan not showing all epics on board it was created from
Asked by Sarah Thomas:

I have created a plan using a particular Jira board for the data source. However, when I look at individual's issues, and I am just looking at epics right now, it is not showing all fo the epics that I see on the board. The board does not have more than 5000 issues. For each user, it seems to be showing about 22-24 epics.


Answers:
author: Irina Mosina _TechTime_
body: Hi Sarah,

Might be worth checking in your issues sources whether you might have excluded some higher level issues like Initiatives because that would exclude linked Epics. Also note that by default plan will only display issue completed within last 30 days and for Versions/Releases that you've added to your plan.

Irina


Tags: advanced-roadmaps
Different Levels of Hierarchy in Advanced Roadmaps
Asked by JHartma1:

We are trying to create a high level schedule using Advanced Roadmaps but running into trouble being able to use advance roadmaps to visually look at the plan across the various levels. In a typical WBS, we might have different levels before we get to the stories and we want to roll them up so we can see all the level 1, 2, 3s, and JIRA but also be able to track stories against them.

An example is below:

Level 1 -- Planning

Level 2 -- VOC Alignment, MVP Definition, and Charter Review

Level 3 -- These would be the stories that roll up to the Level 2.

Another section though is

Level 1 -- Development

Level 2 -- Prototype Build 1

Level 3 -- Prototype Build Insertion

Level 4 -- Design / Documentation

Level 5 -- These would be the stories that roll up to the level 4.

Is there a way to do this where we can keep consistent Level 1's vs in the above scenario having to make Planning a Level 3 so that matches in the hierarchy.


Answers:
author: Roi Fine
body: Hi [@JHartma1](/t5/user/viewprofilepage/user-id/4063393) ,

That's a good challenge that can be solved in different ways. My tip is to start with a structure that is relatively simple. It's easier to add than to remove structure. When needs come up, you can consider adding more structure.

From a quick glance. Your five levels: development, design, etc.. could be structured as status workflows rather than issue hierarchy. Read [here](https://confluence.atlassian.com/adminjiracloud/working-with-workflows-776636540.html) to get up to speed with workflows

Good luck!

Roi


author: Irina Mosina _TechTime_
body: Hi,

I wonder if representing your process of work breakdown as**workflow statuses** rather than vertical hierarchy would make more sense.

You vertical hierarchy can be then :

***"Big Thing" (wether you choose to call Initiative or Project) - Epic - Story/Task***

For, example, your "Big Thing" will go through a number of iterations, starting with refinement: **Planning - VOC/MVP.**

Epic/Stories created for Initiatives in these stages will reflect the work that needs to be done at that point.

Later, once you know more about the feasibility of your project, you move your whole Initiative into **Development, then Prototype** etc.

Now your Epics and then Stories are specific and estimated with more certainty.

With this approach you can actually measure Cycle Time for your Initiatives using built in reports as well as effort that it takes to complete MVPs or Prototypes.

Irina


Tags: cloud

advanced-roadmaps
Is it possible to prevent update access to custom fields in plans
Asked by Dave Cuff:

Hi. We have a plan that shows some custom fields however we don't want the users to update these fields in the plan as the are calculated by a formula. Is this possible?


Answers:
author: ??kr? TURGUT
body: Look at this answer maybe help you.

<https://community.atlassian.com/t5/Jira-questions/Setting-user-group-permissions-on-a-custom-field-in-JIRA/qaq-p/313497>

comments: author: Dave Cuff
body: Hi ??kr?

Thank you for the response. Much appreciated. Looks like I have to by a plugin.

Regards

Dave Cuff


author: ??kr? TURGUT
body: There are 2 options;

1- Create your own custom field ( it is the long way )

2- Buy plugin ( easy way but expensive way :)

Regards


author: ??kr? TURGUT
body: Hi,

You can user Project Permissions for this.

In Permissions -\> Edit Issues

give this permission to allowable users or groups.

Or rebuild a permission scheme and use it.

comments: author: Dave Cuff
body: Thanks however I only want to prevent edit access to certain fields not the whole issue?


Tags: advanced-roadmaps

server
Unable to find unassigned issues
Asked by Stephen Sayler:

Jira Advanced Roadmaps says I have 12, 15, 14, 9, 7 unassigned issues in the next few sprints when I click on the sprint name. This is surprising, because I frequently look at these upcoming sprints in the backlog view for planning.

Unfortunately, when I try any of the following methods to find them, no dice:

* CTA on hover modal: View sprint in Jira
* Filter issues by this sprint, and status = unassigned
* Backlog quick filter for unassigned
* JQL search: sprint = "8-31-2020" and assignee is EMPTY

I tried assigning all epics and initiatives. I looked for subtasks, but couldn't find any. Are there any other places I should look?

For now I'm trying to ignore it - but it's really distracting.

![Screen Shot 2020-08-25 at 2.14.55 PM.png](/t5/image/serverpage/image-id/107914i2BB2432F63BD4C35/image-size/large?v=v2&px=999 "Screen Shot 2020-08-25 at 2.14.55 PM.png")![Screen Shot 2020-08-25 at 2.01.46 PM.png](/t5/image/serverpage/image-id/107915i3F13260EABC42FF4/image-size/large?v=v2&px=999 "Screen Shot 2020-08-25 at 2.01.46 PM.png")


Answers:
author: Rhys Christian
body: Hey Stephen,

Thanks for reaching out. It's fair to say this particular insight isn't easy to diagnose from the label. What this is really saying is: "There's x issues *scheduled* in the sprint but not assigned to it". This could simply be that stories or epics are scheduled across the sprint (based on dates) but isn't assigned to it. Cases like this are OK - we just provide the insight. This is also why your steps to investigate wouldn't help find the relevant issues.

To be honest the main reason for insight is less relevant now. Previously, capacity for sprints *used to* only consider stories **assigned** to the sprint, and wouldn't consider points from stories simply scheduled within the sprint timeframe. Following modifications to the calculation of planned capacity, we now also consider unassigned issues.

I hope this helps provide context around this. Please let me know if you have further questions or pains with this.

Cheers,

comments: author: Stephen Sayler
body: Rhys,

Thanks for the guidance, I found that Roadmaps is warning about my Epics and Initiatives that are happening during these sprints being unassigned to these sprints. This was not obvious to me initially since I didn't consider that Epics could belong to a sprint.

Assigning them to individual sprints fixes the Unassigned count, but it also blows up my capacity plan because these large hierarchy issues are too big to fit in any one sprint.

Allowing me to schedule an epic / initiative across multiple future sprints seems like it would fix this new issue, but I cannot do that from Advanced Roadmaps or the regular Jira interface.

It would be nice if Jira automatically populated future sprints based on dates associated to the sprints, and dates associated to the epic / initiative. Then, based on capacity warnings, it would be easier to make appropriate planning adjustments by hiring team members to increase capacity and velocity, or pushing out epic / initiative start and end dates.


Tags: cloud

advanced-roadmaps
Is there a point to populating the team members in an Advanced Roadmaps team?
Asked by Rafe Nussey:

With the changes made to AR, i.e. skills and working hours no longer being relevant, I assume the only value of a team in AR, shared or otherwise, is to assign work, sort issues and of course to measure team velocity - nothing more granular than that?

If this is the case, is there any point in populating the members of an AR team except as a reference to who is on the team?


Answers:
author: Roi Fine
body: Hi [@Rafe Nussey](/t5/user/viewprofilepage/user-id/3489398) ,

Your assumption is correct adding members to a team is mostly used for reference. If you need to plan team capacity when people join, leave, or on holiday you can adjust the capacity in the sprint/iteration flyout. Details how to can be found [here](https://confluence.atlassian.com/jiraportfolioserver/displaying-capacity-in-a-plan-974360323.html).

I hope that helps,

Cheers


Tags: advanced-roadmaps

server

team
Ctrl-F to find issues further down in portolio
Asked by Chris:

We're using portfolio and have a rather large program with almost a hundred tickets. The big challenge is our inability to use Ctrl-F to search for ticket numbers that aren't currently on the screen.

It'll find whatever is displayed, but nothing further down the portfolio unless we scroll down to make it visible.

There was similar discussion here:

<https://community.atlassian.com/t5/Advanced-Roadmaps-questions/CTRL-F-doesn-t-find-items-not-visible-n-the-page-in-Portfolio/qaq-p/760681>

but that was over 2 years ago and I'm hoping someone has solution for this?

thanks.

chris


Answers:
author: Dave
body: Hi Chris,

For the server version of Advanced Roadmaps (formerly Portfolio) we added a dedicated issue search feature that allowed you to find issues in a plan, see this server documentation for more details: <https://confluence.atlassian.com/advancedroadmapsserver/searching-for-issues-998867215.html>

We will be brining this feature to the Cloud version of Advanced Roadmaps as soon as possible, but unfortunately I can't commit to a specific date it will be available.

In the mean time you can use the "Issue details" filter to find issues in the plan (although this does actually hide other issues which might not be desirable).

I hope this helps,

Regards,

Dave


Tags: advanced-roadmaps
advanced roadmap is not loading persistently
Asked by Anna.Skwarna:

#### Hi, {#toc-hId--623940271}

I've changed the interface in one of my plans in Jira to the improved one (advanced roadmaps). It worked all smoothly for a while and then stopped loading. I didn't manage to introduce any major changes in the plan - I've only changed the view from "3m" to "fit".

Below you can see the displayed notification. Reloading the page is not helping. I am using Google Chrome, maybe that is the case?

#### Something's gone wrong {#toc-hId-1863572562}

Our team has been notified. If the problem persists, please contact Atlassian Support.


Answers:
author: Pete Morris
body: Hi [@Anna.Skwarna](/t5/user/viewprofilepage/user-id/4052871) - did you manage to get this one working? One thing worth giving a go is a different browser on the same plan, such as Safari or Firefox.

If the issue persists then please raise an issue with support at <https://support.atlassian.com/> and we can look into it further for you.


Tags: cloud

advanced-roadmaps
Changes made to the epics dont appear in Review your changes section
Asked by Chandan Sharma:

Whenever I make any changes to an epic via Roadmap then those changes do not appear under Review your changes section.

It does display a count along side the button suggesting there has been an edit but if I go to review your changes section then it does not display any pending change.


Answers:
author: Pete Morris
body: Hi [@Chandan Sharma](/t5/user/viewprofilepage/user-id/3882143) - this might be something to raise with our support team at <https://support.atlassian.com/> . It's not expected behaviour and our support team is better equipped to help you figure out what's going on.


Tags: advanced-roadmaps

cloud
Custom Advanced Roadmap hierarchy
Asked by Boris Sychkin:

```
Hello! Can we add custom issue between story and sub-task in Advanced Roadmap
```

```
hierarchy?
```

```
![1.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/107176iD905F3432EDE3127/image-size/large?v=v2&px=999 "1.JPG")
```


Answers:
author: Pete Morris
body: Hi [@Boris Sychkin](/t5/user/viewprofilepage/user-id/3062507) - no; it is not currently possible to do this. The links between the first three levels in the hierarchy (Sub-Task, Story, and Epic) are a bit special in Jira and are less flexible than the levels above epic.

Out of interest, what are you trying to achieve with this in your team/organisation?


Tags: advanced-roadmaps

server
What is the difference between JIRA Advanced roadmap and JIRA Portfolio?
Asked by Walta Tesfay:

I am trying to understand the comparison between *Jira Portfolio* and *Advanced Roadmaps for Jira for Data Center.*


Answers:
author: chucktalk
body: [@Walta Tesfay](/t5/user/viewprofilepage/user-id/3506375) Advanced Roadmaps for Jira is the latest version of Jira Portfolio with new features rebranded.

comments: author: Walta Tesfay
body: [@chucktalk](/t5/user/viewprofilepage/user-id/510064) Thank you, what are the major new features for Data Center?


author: chucktalk
body: [@Walta Tesfay](/t5/user/viewprofilepage/user-id/3506375) The team have announced the new version here:

<https://community.atlassian.com/t5/Jira-articles/Introducing-Advanced-Roadmaps/ba-p/1378497>

and describe all of the new features here:

<https://community.atlassian.com/t5/Advanced-Roadmaps-articles/What-s-changing-with-Advanced-Roadmaps-formerly-Portfolio-for/ba-p/1370196>


author: Ravi Sagar _Sparxsys_
body: Hi [@Walta Tesfay](/t5/user/viewprofilepage/user-id/3506375)

Portfolio has been rebranded/renamed as Advanced Roadmaps which is available with cloud premium and as an app on Jira Server.

I hope it helps.

Ravi

comments: author: Walta Tesfay
body: [@Ravi Sagar _Sparxsys_](/t5/user/viewprofilepage/user-id/853596) -

Thank you, that helps. Do you know of the major new features for Data Center?

All the best,

Walta Tesfay


Tags: advanced-roadmaps
Portfolio vs. advanced roadmap
Asked by Anna.Skwarna:

Can individual Jira users use different interfaces (portfolio vs. advanced roadmaps) and still see changes introduced by each other?


Answers:
author: Ste Wright
body: Hi [@Anna.Skwarna](/t5/user/viewprofilepage/user-id/4052871)

Do you mean, can different users use the New vs Classic interface but still see non-committed changes?

If so, yes - for features shared between the two plans, the modifications can be visualised in both versions. The interface is just visualisation of the data.

Just remember that some features are individual to the New or Classic interface - in these instances, the data would only appear in the interface the feature is available on.

If you are switching between interfaces yourself, it's advised you save or commit needed changes prior to doing so. If you switch interfaces and data is in an unsupported feature, these changes might not be carried over.

You do receive a warning for this prior to switching between the two versions :)

Ste

comments: author: Anna.Skwarna
body: Hi,

Thanks a lot, that exactly dispels my doubts :)

Ania


author: Ste Wright
body: No worries :)

If this answer helped, could you select "Accept Answer" above the answer?

This lets other users know that this helped if they also have the same question :)

Ste


Tags: advanced-roadmaps

cloud
Advanced Roadmaps and links between items
Asked by Patrick Wright:

Hi

I've been using Jira Advanced Roadmaps in the new interface for a month or two. Am now starting to experiment more with scheduling and dependencies.

From my experiments, it seems that JAR only acknowledges and displays the "blocks/is blocked by" links between two items. There are many alternative link types, for example, "has to be done before" or "has to be finished together with", which are in some ways more descriptive than "blocks". However, as far as I can tell, only "block" links are shown on JAR as linking two issues.

Is it possible to show link types other than "blocks" on JAR?

Which link types affect how the auto-scheduler works?

Thanks!


Answers:
author: Thomas
body: Hi [@Patrick Wright](/t5/user/viewprofilepage/user-id/2545045)

The 'Blocks/is blocked by' issue link is the default one being considered by Advanced Roadmaps, but it is possible to add/remove issue link types to be loaded and considered as dependencies by Advanced Roadmaps.

Documentation on this: <https://confluence.atlassian.com/advancedroadmapsserver/configuring-issue-dependencies-802170496.html>

Cheers,

Thomas

comments: author: Patrick Wright
body: Thanks, Thomas, that helps!


author: Rob Horan
body: So just to be clear:

* Advanced Roadmaps only offers one type (blocks) by default
* You can create custom dependency types
* You can select from multiple dependency types in an order if your choosing

Is that right?


author: Jeret Shuck
body: Looking to do something similar here. Does anyone know I can add additional dependency types when using Jira cloud?


Tags: advanced-roadmaps
how do I assign colors to people participating on board
Asked by Angie Roney:

I need to see by color who is working on a project/card.


Answers:
author: Camilo Galleguillos
body: Hi, [@Angie Roney](/t5/user/viewprofilepage/user-id/5514880)

Trello does not have a feature to automatically set the card color by assignee [like Jira does](https://support.atlassian.com/jira-software-cloud/docs/customize-cards/). Here are some settings you can manually set to help identify the issues in your board:

* Assign the cards to the users currently working on them. This will display their avatar in the cards.
* Create labels to identify specific users or teams. You can then choose to display the full tags in the cards or only the tag colors.
* Add a custom cover to each card. You can choose a color or image to set it on the full card or in the title only.

![Screenshot 2024-06-13 122655.png](https://community.atlassian.com/t5/image/serverpage/image-id/329766i5A674000F90602B4/image-size/large?v=v2&px=999 "Screenshot 2024-06-13 122655.png")

Best,  
**Camilo Galleguillos R.**


Tags: cloud

trello-cloud
How do i open Trellos on my Android?
Asked by Udemeu 91:

I cannot open any Trello by app on my mobile (specifially Boards that I am only looking at, and I am not a member that can edit these Boards.). This seems to only be a issue for Samsung, as it worked on my older phone, which was a Huawei. I have already seen another question, whose answers didn't seem to work. Can anyone help me?


Answers:
author: Gaurav Kataria
body: Your boards may be in a different workspace. You can navigate to other workspaces on your Android app by clicking on the top-left menu, which will show you this left panel

![Screenshot_20240605-130711 (1).png](https://community.atlassian.com/t5/image/serverpage/image-id/329770iB3C04C3E47A1433C/image-size/large?v=v2&px=999 "Screenshot_20240605-130711 (1).png")


Tags: cloud

trello-cloud
changing the plan and my cards have changed how do I bring them back to what was?
Asked by NOA ATTIAS:

Hi,

First time I'm paying for trello and I was charged for premium plan, how do I change to standard and get back the money?

also, Before I was charged I was able to see all the tags that I made for my orders now the cards have changed, how do I bring it back to what it was?

is there any way to contact and get help on trello?


Answers:
author: Melo
body: Hi [@NOA ATTIAS](/t5/user/viewprofilepage/user-id/5520199), welcome to the community!

Regarding plans and Trello support:  

Changing from Premium to Standard and Requesting a Refund

* To change your Trello plan from Premium to Standard, you will need to go to your account settings.
  * Go to your Billing page.
  * Select "Change Plan" and choose the Standard plan.
  * For detailed instructions, you can visit this link: <https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>
* To request a refund or support, you can contact Trello Support directly. They typically handle billing issues promptly. You can reach them through this link: <https://trello.com/contact#/>

Regarding the tags, I am not sure.

* It might just be a filter or display setting tweak. Make sure you have the same filters applied as before by clicking the "Filter Cards" button on the right side of your board.
* Additionally, check if any board or card settings have changed during the transition to the Premium plan.

Cheers,

Melo


Tags: cloud

trello-cloud