youngmon/atlassian-qna huggingface dataset:
getting a "Too many issues" error when setting up sources for a new plan
Asked by Bryan Forsyth:

Error - Your current selection includes too many issues to load correctly. Refine your selection to connect to fewer releases or projects.

We have 6-8 projects with 2-3 releases each that I had been using as sources for a Portfolio Plan. I'm trying to create a new plan for the next year and am getting this error.

Anyone had this problem? Is it the result of a new release? Is there a numeric limit of issues?

Thanks

Bryan


Answers:
author: Chiragkumar Rupani
body: Hi Bryan,

This is because the number of issues you have selected may have exceeded some system limits. You can refer to the documentation links given below to understand various limits applied while creating a plan.

**If you are using version above 3.0,**

<https://confluence.atlassian.com/jiraportfolioserver/creating-portfolio-plans-970267321.html>

**If you are using live plans (2.0 to 2.27),**

<https://confluence.atlassian.com/jiraportfolioserver/creating-and-deleting-plans-802170502.html>

Let us know if you still face any difficulties after fixing the limits.

Regards,

Portfolio for Jira Team

comments: author: Bryan Forsyth
body: Hi, I'm no where near exceeding the issue limit. Its confusing because this used to work fine, and I'm not sure exactly when it broke.

The new plan I'm creating includes 7 projects, with 1 or 2 fix versions selected per.

The number of total issues is under 1000:

project a - 38

project b - 339

project c - 80

project d - 311

project e - 9

project f - 117

project g - 18

total - 918 issues

I look forward to your thoughts.

Bryan


author: Scott Boisvert
body: Are you including sub-tasks in the count? I ran into the same issue (800 issues), but when include sub-tasks I'm at 5,179.


Tags: advanced-roadmaps
Does Portfolio 3.2 new interface support Reports and Themes like version 2.7?
Asked by Ming Cheng:

I tired both and like the new interface better, but I didn't see reports sections and anything related to themes.

Separate question: is there anyway that I can show the ticket summary on the bar in timeline area like old version of Portfolio?


Answers:
author: Roi Fine
body: Hi [@Ming Cheng](/t5/user/viewprofilepage/user-id/1147669) ,

The Themes feature is not part of Portfolio 3.0 offering. In the new experience, you can use Jira custom fields instead to color your roadmap work items.

Re: issue details with description. We will add this functionality in a future release.

Please find more details on product limitations, and future releases here: <https://confluence.atlassian.com/jiraportfolioserver/future-releases-and-limitations-953663163.html>

Please let me know if that helps,

Best,

Roi Fine \| Product Manager


Tags: advanced-roadmaps
Do committing changes across scenarios affect all scenarios
Asked by pranay patil:

If I commit a message in a particular scenario in Portfolio is that reflected in other Portfolio scenarios


Answers:
author: Chiragkumar Rupani
body: Hi Pranay,

No, committing changes in one scenario doesn't affect the changes in another scenario.

If you change the same value in both the scenarios then after you commit a change in one scenario will update the original value in review changes in another scenario. For example, if you change the summary of Issue **S1** to **S11** in one scenario and **S12** in another, it will show **S1 -\> S11** in the review changes in the first scenario and **S1 -\> S12** in the second scenario. Now if you commit the change in the first scenario, you will see **S11 -\> S12** in the second scenario.

I hope this helps. Let us know if you have further questions.

Regards,

Portfolio for Jira Team


Tags: advanced-roadmaps
Structuring issue type hierarchy
Asked by Samuel Betah:

Hi,

I am trying to restructure the hierarchy for my issue types. I created a new issue and I want it to flow as: Initiative - Feature - Epic - Story etc. I added the new issue to portfolio levels but when I pull the program report it does not show me issues for Initiative and features. It only shows the issues from epic level. How to I group and show hierarchy starting with Initiative - Feature etc. ?


Answers:
author: Earl McCutcheon
body: Hello Samuel,

When you create a new Initiative hierarchy level and map it to an issue type, the hiearchy level should show up in the hierarchy levels in the scope view, but this issuetype is not automatically mapped to the projects in the plan so what might be going on here is if the issue type mapped to the hierarchy has not been added to the projects Issue Type Scheme that is in the on the plan it will not be visable.

Check out the issue type scheme used by the issue sources to verify all the issues types mapped to the hierarchy levels are added to a scheme used by at least one of the projects mapped to the plan, and that the project that these issue types are in are mapped to the plan via the issue sources.

Details on setting up the Hierarchy ca be seen in ["How to create a new hierarchy level in Portfolio for Jira"](https://confluence.atlassian.com/jiraportfoliocloud/how-to-create-a-new-hierarchy-level-in-portfolio-for-jira-941618926.html) and details on creating and mapping the issue type to be used by the portfolio hierarchy can be found in ["Adding, editing, and deleting an issue type"](https://confluence.atlassian.com/adminjiracloud/adding-editing-and-deleting-an-issue-type-844500747.html) and ["Adding, editing, and deleting an issue type scheme"](https://confluence.atlassian.com/adminjiracloud/adding-editing-and-deleting-an-issue-type-scheme-844500754.html) and Issue sources configuration can be found under ["Configuring your plan issue sources"](https://confluence.atlassian.com/jiraportfoliocloud/configuring-your-plan-issue-sources-941618968.html)

Regards,  
Earl


Tags: advanced-roadmaps
How can I use a saved filter in Portfolio for Jira, Cloud version
Asked by Cynthia Lee:

I have been trying to add a filter on the issue selection page (using the drop down), but it does not find the filter.


Answers:
author: Earl McCutcheon
body: Hi Cynthia,

If you own the filter or the filter is shared with you the filter should show up in the list, but if the filter is not showing up in the list for the issue sources when creating or editing the plan the only thing I could think of, would be if you do not have permissions on the filter.

I would say check the filter owner, and make sure you have permissions to the filter, you can [change ownership](https://confluence.atlassian.com/adminjiracloud/managing-shared-filters-818578900.html) of the filter if you have **Administer Jira** [global permission](https://confluence.atlassian.com/adminjiracloud/managing-global-permissions-776636359.html) and grant the appropriate permissions as the filter owner.

Let me know if this is the case.

Regards,  
Earl

comments: author: Cynthia Lee
body: Thanks, Earl. It took a day and I was finally able to use the filter.


Tags: advanced-roadmaps
Jira Portfolio 2.25.0
Asked by DPA:

I have created a Jira Portfolio Plan. I am able to see the master plan with updates from Jira projects. Sometimes when a PO creates a new Epic and assign stories to it in Jira Project, I don't see them reflected correctly in Jira Portfolio Plan.

For example: I created a new Epic XYZ in Jira Project and assigned two stories to it. By default Jira Project syncs up with Jira Portfolio plan. I do see the Epics but not seeing the stories under the Epic reflected in Jira Portfolio. I am able to resolve this issues by manually going to Plan--\>configure--\> issue resources and selecting all the projects part of plan with EPIC \& Stories. This updates my Jira Portfolio plan with the missing information.

I have 3 questions:

1) Why Jira Project is not able to sync up all information with Portfolio plan( epic shows up but not story under the epic)

2) When I only select one project from the plan to update using the manual process, it deletes all the information from the plan for other 4 projects. I should be able to only update 1 project and not to impact other information

3) How can I only get 1 story synced up with Portfolio plan without impacting other portfolio plan data.


Answers:
author: Thomas
body: Hi [@DPA](/t5/user/viewprofilepage/user-id/1180329) ,

1) Portfolio should automatically include all of the issues that are part of your plan's issue sources. Now if your issues are assigned to a release that was excluded, those would be excluded as well.

2) I am not sure what you mean by "select one project" but a plan only considers the issues that are part of the issue sources which means if you removes a board or project from a plan's sources then all of the board or project data will no longer be a part of the plan. It would not be recommended to frequently change issue sources.

3) Portfolio is a representation of the issues in Jira, so once the issue changes are saved in Jira it will impact any other plan that has an issue source that would be a match for this issue.

As a side note, I'd recommend you to have a look at Portfolio 3 which introduced a new, more intuitive way of planning: <https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Portfolio-for-Jira-3-0-is-here/ba-p/1043376>

Cheers,

Thomas


Tags: advanced-roadmaps
Will the new Portfolio planning experience be supported in Portfolio for Jira Cloud?
Asked by Matt Burke:

My client has just started using Portfolio for Jira and the new planning experience is very popular with them. They will be migrating to Jira Cloud later this year and it currently does not appear Portfolio for Cloud supports the new planning experience.

Are there plans for this to be supported?


Answers:
author: Ang?lica Luz
body: Hi Matt,  

Thank you for reaching out to Atlassian Community!  
The latest update we have for Portfolio for Jira Cloud is from Jake Brereton on [this article](https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996/page/3#M98) where he answered another community member that had the same question as you.   
The article is about Server, but there are comments related to the Cloud version.  
Take your time to read it and let us know if you have any other question.  

Regards,  
Ang?lica

comments: author: Matt Burke
body: Thank you. This is very helpful


Tags: advanced-roadmaps

atlassian-support

jira-software-cloud
Portfolio 3.0 doesn't update estimates?
Asked by Jean-Francois Levesque:

Hello,

I have installed a Trial version of Portfolio New Interface (3.2).

In my roadmap, if I move an issue around, it updates the Target Start and Target End fields of the associated Jira. It does the same If I extend or shrink the expected duration of a task, but it doesn't update the time estimates of that Jira -- which is in days in my case.

Is that the expected behavior ? What is the link between logged work / remaining time / original estimates and the roadmap view?

I'm currently ending up with discrepancies as seen below:

![image.png](/t5/image/serverpage/image-id/56093i221E2F2C3801A988/image-size/large?v=v2&px=999 "image.png")

Thanks!  
JF


Answers:
author: Roi Fine
body: Hi [@Jean-Francois Levesque](/t5/user/viewprofilepage/user-id/3261426),

My name is Roi, and I'm a product manager in the team.

The target dates do not relate to the estimate field, nor the logged work / remaining time / original estimates.

If your teams are working Scrum, Target dates could be inferred by the issues' sprint assignments. I.e: If you assign an issue a future sprint (one that was created in Jira) the target dates will be updated automatically.

More info here: <https://confluence.atlassian.com/jiraportfolioserver/scheduling-issues-967895238.html>

I hope that helps,

comments: author: Alexander Bondarev
body: Hello, [@Roi Fine](/t5/user/viewprofilepage/user-id/434632) !

Is it clear that portfolio 3.2. doesn\`t use estimates in auto-shedulling?

Like I wrote [here](https://community.atlassian.com/t5/Portfolio-for-Jira-questions/Monitoring-progress-of-work-using-estimates-in-Portfolio-3-1-0/qaq-p/1100351) - I (can\`t) don\`t know how to analyze estimate progress in 3.1. Can you help?


Tags: advanced-roadmaps
Does Portfolio for Jira mimic Microsoft project dependency management?
Asked by Heather Mardis:

I have had a play around with Portfolio for JIRA, seems good, however I'd like to understand how dependency management between two jira issues works in Portfolio.

For instance, If I want to change the end date for one of my tasks, I want to ensure that all of it's dependency tasks are also updated. Does the plugin support this?

Can this plugin set the duration based on the JIRA estimate (storypoints) rather than me having to manually enter it?

How do I make a task start right after another one in Porftolio for Jira?


Answers:
author: Roi Fine
body: Hi [@Heather Mardis](/t5/user/viewprofilepage/user-id/1674857) ,

My name is Roi, and I'm a product manager in the team. You can easily view, filter, create dependencies in Portfolio for Jira. To get your issues dates' adjust automatically when changing other issue's date or estimate, I would recommend you to check the Auto-scheduling feature. More details can be found here: <https://confluence.atlassian.com/jiraportfolioserver/auto-scheduling-issues-967895245.html#Auto-schedulingissues-Auto-schedulingintheimprovedinterface>

Please note that the auto-schedule is an advanced feature and it's output is highly dependent on how organized and groomed are issues in your plan.

I hope that helps,

comments: author: Heather Mardis
body: Thanks we have put in a request for a demo/Q\&A session on this plugin and hope to extend our trail for more time to evaluate it.


Tags: advanced-roadmaps
Does a shared link to a report in Jira Portfolio Cloud require a Jira License to view?
Asked by Deb K:

Does the person who receives a shared link to a report in Jira Portfolio have to have a Jira license to View the linked report?


Answers:
author: Earl McCutcheon
body: Hi Deb,

Yes, the user needs to have access to the site and have view permissions on the plan to see the data the shared report.

Jira issue level security is designed in a manner that a user must have the appropriate permission levels to access data for that data to be seen in any location, reports to view data will run permissions checks to verify the user has access before it can be viewed.

Also to restrict access to a report you can remove access to a report via removing permissions for that user at the plan level as covered in the ["Sharing reports"](https://confluence.atlassian.com/jiraportfoliocloud/sharing-reports-858567600.html) documentation.

For sharing externally data needs to be exported to a static form such as PDF or CSV and sent as one off reports, In portfolio reports there is an option to [export the Scope or Release reports](https://confluence.atlassian.com/jiraportfoliocloud/exporting-the-release-and-scope-reports-to-csv-829825537.html) that can be used to send data to the external partners as static data.

Regards,  
Earl

comments: author: Deb K
body: Thank you for your response this is very helpful as we evaluate Jira Portfolio.


Tags: advanced-roadmaps
How are issues excluded from being shown in the scope view of JIRA Portfolio?
Asked by Baheej Al-Khatib:

In the previous version of portfolio, you would be able to easily exclude issues in the scope view of a plan by selecting the checkbox next to an epic or story then clicking exclude from plan.

Does anyone know how to do this on the new version of portfolio?


Answers:
author: Chiragkumar Rupani
body: Hi Baheej,

In the new version, the terminology has changed from **Excluding** to **Removing** and hence you may not be able to find it in the docs.

You can find help here.

<https://confluence.atlassian.com/jiraportfolioserver/removing-issues-965567130.html>

This is how you can remove issues from the scope of a plan.

![Remove from Plan.gif](https://community.atlassian.com/t5/image/serverpage/image-id/55993iDB8548C2A7A3CC98/image-dimensions/314x177?v=v2 "Remove from Plan.gif")

I hope this helps.

Regards,

Portfolio for Jira Team

comments: author: Baheej Al-Khatib
body: Thank you for the help. I do not have the option to click the checkboxes you are clicking. Do you know why this may be?

There are no checkboxes when I hover over issues.


author: Baheej Al-Khatib
body: Is there also a way to automatically exclude issues without parents. As of now, I have to manually remove issues from my plan that do not have parents every time they are added.


author: Baheej Al-Khatib
body: As you can see in this photo, there is no option for me to do what you did in the video.

![Portfolio markup.png](https://community.atlassian.com/t5/image/serverpage/image-id/56179i28C36D5E9F6EF4D3/image-size/large?v=v2&px=999 "Portfolio markup.png")


author: Chiragkumar Rupani
body: Hi Baheej,

I think you have an old version of Portfolio. The bulk actions feature was introduced in [2.23 version](https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-2-23-release-notes-964955974.html)  

Please check and upgrade your version to get the checkboxes and remove issues from plan feature.  

In case, you don't want to upgrade. You can disable new planning experience, go back to **Live plans,** remove issues from the plan and come back to the new planning experience.  

Regarding other question, there is no way to automatically exclude issues without parents in the plan, but you can exclude issues without parents by unticking the checkbox while configuring issue sources or creating a plan.  
<https://confluence.atlassian.com/jiraportfolioserver/creating-portfolio-plans-970267321.html>  

I hope this helps. Let us know if you have any other questions.

Regards,

Portfolio for Jira Team.


author: Baheej Al-Khatib
body: Thank you that helps!


Tags: advanced-roadmaps
Preciso recuperar a senha de uma conta !
Asked by Melton Ferreira:

Preciso recuperar a senha/acesso de uma conta. Ap?s clicar em esqueceu a senha pede para colocar o email para resgatar a mesma. Diz que foi enviado um email para recuperar a senha mas n?o estou recebendo este email. Feito varias vezes o mesmo processo mas sem sucesso. N?o estou recebendo este email.   

<br />


Answers:
author: Alisson Sartor
body: Ol?, Melton!  

Te enviei um reset de senha, poderia verificar se voce recebeu? Vou retirar o endere?o que voce deixou aqui por seguran?a tamb?m  

Atenciosamente  
Alisson  
Trello Team
How can I delete a board that belonged to a member of staff who has left?
Asked by Barbara Wait:

We have a number of Boards/Workspaces that belonged to a member of staff who has left the organisation. Can I delete the boards/workspaces?


Answers:
author: Tharaka_Hettiarachchi
body: Hi [@Barbara Wait](/t5/user/viewprofilepage/user-id/3985556) ,

Jira system administrator global permissions need to delete a board.

Cheers!

comments: author: Barbara Wait
body: Hi Tharaka

I don't know what Jira system is, I'm afraid. We are a small charity and don't have any IT specialists. Can you give me a little more details please?

Thanks

Barbara


author: Tharaka_Hettiarachchi
body: 1. Go to 'Your Work'

2. Open Boards

3. Click 'View all boards' (Check the attachment)

![Screenshot 2024-04-25 at 14.47.42.png](https://community.atlassian.com/t5/image/serverpage/image-id/320525i9BAA86834B2EDBE7/image-size/large?v=v2&px=999 "Screenshot 2024-04-25 at 14.47.42.png")

4. The list of boards will appear, search for the one to delete, and then click the 3 dots to the right and choose **Delete** .

![Screenshot 2024-04-25 at 14.53.10.png](https://community.atlassian.com/t5/image/serverpage/image-id/320527i60E08D59954188F3/image-size/large?v=v2&px=999 "Screenshot 2024-04-25 at 14.53.10.png")

Cheers!
I can't reactivate a user as admin
Asked by marie_denis:

Hi,  
We are in the middle of switching to a premium account which we will be setting up tomorrow. In the meantime, almost all of our users have been deactivated and I can't reactivate any of them. I was trying to gain access for 10 of us while we wait for the premium version to be activated but only 3 of us can access our board at the moment.   
Could you help ?


Answers:
author: Alex W
body: Hi [@marie_denis](/t5/user/viewprofilepage/user-id/5483169) - welcome to the Community!

I can see you raised a ticket with our support team to discuss this (TRELLO-194643). We're waiting on your response on it - can you respond to this ticket and let us know if you still need help or if the issue is resolved?
10 Collaborator limit
Asked by Lynne Leather:

Before the date when the maximum of 10 collaborators came in i made sure there were no unnecessary people on a board.

I have tried this morning to add a member to a board that has 7 collaberators on it, to be told there are too many and we are over the 10 limit? Why is this please?


Answers:
author: Dreamsuite Mike
body: The limit is for the entire workspace, not just 1 board.

You need to click here on the sidebar:

![Screenshot 2024-04-24 16.07.52.png](https://community.atlassian.com/t5/image/serverpage/image-id/320286i313158D54B6FFD18/image-size/large?v=v2&px=999 "Screenshot 2024-04-24 16.07.52.png")

Then you will see the number of **Collaborators**in your workspace. This is the definitive number and the limit is 10

![Screenshot 2024-04-24 16.08.25.png](https://community.atlassian.com/t5/image/serverpage/image-id/320287i4B8FDFDFE723B4A7/image-size/large?v=v2&px=999 "Screenshot 2024-04-24 16.08.25.png")

By the way, have you taken advantage of the 30 day free premium trial?
on the app i can't leave the manage-profile and go back to my board
Asked by Terence Cluttey _Doctert_:

as said in my header, on the app i can't leave the manage-profile and go back to my board... i clicked on manage my account in trello, and it switched the entire app to that page.... and now i cannot return to the board or workspace selection or anything, it is stuck on the manage profile page.


Answers:
author: Terence Cluttey _Doctert_
body: Ok i managed to come right, but for those who have the same issue, so what i did was on the start menu i right clicked on the app icon, and said more, then app settings, itthen game me the option to reset the app entirely.. .meaning i had to sign in again.
template including tables
Asked by kine gaare:

Hi,

I am making a template card including a table that I want to be able to have included when my team makes a copy. Currently I am only able to include the checklist from the template.

Any tips on how to sort this?

Br,

Kine


Answers:
author: Aleks
body: Hello Kine,  

We added it to the "Tables \& Spreadsheets" power-up <https://trello.com/power-ups/65c7808c749e34145008f9b4> , so the table will be automatically created when you create a card from a template card. Also, we plan to develop the "Templates" feature sooner rather than later, stay tuned!  

Let me know if you have any questions,  
Aleks, Product Manager


author: Alex W
body: Hi [@kine gaare](/t5/user/viewprofilepage/user-id/5483025) - welcome to the Community!

What do you mean by 'table'? Can you elaborate on what you're trying to do?
How to copy card and assign due date through butler
Asked by Mark Tertishniy:

I can add another automation rule that will assign a date if added to a column. But then I will grind the dates for the cards that already have them.

I'm wondering how to copy a card and set a due date


Answers:
author: Dreamsuite Mike
body: Hi [@Mark Tertishniy](/t5/user/viewprofilepage/user-id/5482952)

Remember you can have up to 20 actions per automation so you would just sequence them.

If you copy a card and the source card has a due date, that will be copied but you can override that in the automation...

Your steps would be something like:

* Copy the card to \[listname\]
* Set the due date to...

Here is an example with a card button...

![Screenshot 2024-04-24 11.19.26.png](https://community.atlassian.com/t5/image/serverpage/image-id/320214i605F878720780CAD/image-size/large?v=v2&px=999 "Screenshot 2024-04-24 11.19.26.png")