youngmon/atlassian-qna huggingface dataset:
Format in email wrong
Asked by Tan Yu Ling:

Hi,

My jira email used to be working normally whenever I am pinged.

However, it now appears in a different format as before. Anyone can advise? Thank you.


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@Tan Yu Ling](/t5/user/viewprofilepage/user-id/4686488) ,

welcome to the Atlassian Community!

Please check your user preference settings on your profile.

Click on your avatar -\> Personal Settings -\> Email notifications format :

![Immagine.png](https://community.atlassian.com/t5/image/serverpage/image-id/193377i7B23ECC5C1CC9E6A/image-size/large?v=v2&px=999 "Immagine.png")

Hope this helps,

Fabio


author: Tan Yu Ling
body: Hi Fabio,

Yes the issue has been resolved, thank you so much

Regards

Tan Yu Ling

comments: author: Fabio Racobaldo _Herzum_
body: [@Tan Yu Ling](/t5/user/viewprofilepage/user-id/4686488) good to know. lease mark my answer as accepted so that this thread can be considered closed


Tags: cloud
How to show both letters of initials on Jira tickets
Asked by Abdul Kalam:

I have a lot of users whose name begins with the letter A. Therefore when tickets are assigned to them, it shows as assigned to A with a different colored background. Is it possible to show the initial of the first and last name?


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@Abdul Kalam](/t5/user/viewprofilepage/user-id/4877599) ,

welcome to the Atlassian community!

On atlassian access, each user can customize initials and color of avatar

To use this new feature, please, access your profile on <https://id.atlassian.com/manage-profile/profile-and-visibility>.

Click on your Avatar \> Create initials avatar.

![Immagine.png](https://community.atlassian.com/t5/image/serverpage/image-id/192940i1F9F097BC24F457F/image-dimensions/415x270?v=v2 "Immagine.png")

It should solve your issue.

Fabio


author: Jack Brickey
body: The best (?) solution is to have your users create a unique avatar. They can edit what is displayed in their avatar including the letters. They go click on their avatar select profile and then manage account.
Can not Automatically set start date when ticket moved from To Do ---> In Progress column
Asked by Alfons Mientjes:

Hello all,

I would like my issue start date to be automatically set to today when I move an issue from To Do to In Progress.

I have followed the steps described in below.

<https://community.atlassian.com/t5/Jira-Software-questions/Automatically-set-start-date-when-ticket-moved-from-To-Do-gt-In/qaq-p/1479776>

It describes 1 step that I can't figure out, namely:  
Check if the user "Automation app user" is added to the "atlassian-addons-project-access" role:  
1) I cannot add users to this role.  
2) I also can't find this group even though jira says it exists.

Someone who can help me?![Automatisering.png](https://community.atlassian.com/t5/image/serverpage/image-id/193188i92D2880EC435908D/image-size/large?v=v2&px=999 "Automatisering.png")![atlassian-addons-project-access.png](https://community.atlassian.com/t5/image/serverpage/image-id/193189i779374BABB516230/image-size/large?v=v2&px=999 "atlassian-addons-project-access.png")


Answers:
author: Jack Brickey
body: Pushing aside the automation in the proper group, what exactly are you experiencing when you transition an issue. What does the log show? Is it triggered ? Does it pass the condition? Does it fail at the action?

comments: author: Alfons Mientjes
body: Thanks for the response, I have now solved it differently by having a post position action performed on it. It now works as desired.


author: Jack Brickey
body: Yes post functions can work here as well. Glad you got it working!


author: Alfons Mientjes
body: Now I'm going to try the same with the end date, when in progress to done. I want this date to be automatically filled within the advanced roadmaps. I just don't see the end date field inside the post position. Do you have any idea how I can solve this?


author: Jack Brickey
body: I don't as I'm not using advanced roadmaps. With that said it doesn't surprise me that Field, is not available in the post function since those fields are relatively new. However I am surprised that the start date is available to be honest. The only option that I see is to use automation which is the original path you were going. I have to believe that this is possible though, as stated,I have not attempted it myself. I would do a quick search in the Community as well. I suspect others may help accomplish this.
Two Advanced Roadmaps view questions
Asked by Thomas Rogan:

1) Trying to format the "Issue" column. I see that SubTasks properly indent under Tasks, how do I get a Task to indent under a story? I am aiming for a view like this where Epic is the Top Level, then Story, Task and SubTask each indented under the other. Also, would be nice if I could Expand/Collapse these indents like Task/SubTask does,

2) Even though I have filtered-out Statuses like Closed, Resolved, Canceled and Declined they still show-up in my Roadmap view (but they are greyed-out). How do I drop those from the active view?

UPDATE:  
I think I have discovered the solution to question #2 ...

If I use the "Manage Views" section and forcibly exclude these statuses, they disappear from the Plan view, so that's question 2 done unless there are other ideas on this?


Answers:
author: John Funk
body: Hey [@Thomas Rogan](/t5/user/viewprofilepage/user-id/4863035)

Story and Task are at the same level, so you cannot set one "under" the other like you can Sub-task (which you can set under either Story or Task issue types.

So you can do Epic \> Story \> Sub-task or

Epic \> Task \> Sub-task

But you cannot do Epic \> Story \> Task \> Sub-task


author: Thomas Rogan
body: Still hoping for an answer on this:

1) Trying to format the "Issue" column. I see that SubTasks properly indent under Tasks, how do I get a Task to indent under a story? I am aiming for a view like this where Epic is the Top Level, then Story, Task and SubTask each indented under the other. Also, would be nice if I could Expand/Collapse these indents like Task/SubTask does,


Tags: advanced-roadmaps

roadmap
Why is the summary not showing up in the list
Asked by Grace Ho:

Why is the summary not showing up

![screenshot-doctoranywhere.atlassian.net-2022.04.12-23_07_23.png](https://community.atlassian.com/t5/image/serverpage/image-id/192592iC1DBA60D0F147E4A/image-size/large?v=v2&px=999 "screenshot-doctoranywhere.atlassian.net-2022.04.12-23_07_23.png")


Answers:
author: Ron Levy
body: [@Grace Ho](/t5/user/viewprofilepage/user-id/4873551) thanks for pointing this out, the team is looking into this now!


author: John Funk
body: Hi [@Grace Ho](/t5/user/viewprofilepage/user-id/4873551) - Can you verify if this has been resolved?


author: Hannes Obweger - JXL for Jira
body: Hi [@Grace Ho](/t5/user/viewprofilepage/user-id/4873551)

a similar (same?) issue has been raised before; see <https://community.atlassian.com/t5/Jira-Work-Management-Questions/quot-List-quot-function-does-not-populate-content-into-fields/qaq-p/1916245>. Perhaps it's related to Company-managed vs. team-managed projects again?

Hope this helps,

Best,

Hannes / <https://jxl.app>

comments: author: Grace Ho
body: Hi,

Yes, have noted that this is the issue but was wondering if this can be removed.


author: Ron Levy
body: [@Grace Ho](/t5/user/viewprofilepage/user-id/4873551) happy to share that this issue should now be resolved. If you still see it recurring in 1-2 days from now, please lmk!
Change Status project
Asked by Francesco Tassone:

Hi guys, is it possible to change the status to closed in a project without having to put it in the trash? In this way I would have the exclusive visibility of active projects


Answers:
author: Nic Brough -Adaptavist-
body: Projects do not have a status themselves, but there are a lot of ways you can set them to be "closed".

Putting them in the trash is one way to do it. But most of us use "archiving" - either the built-in function available to upper level customers, or by having an "archive" permission scheme - one that probably says the only thing anyone can do in the project is view it (so you can still report on it), and possibly limits that permission to only those who really need to see it for reporting.

comments: author: Francesco Tassone
body: In our company we have a standard account is it possible to archive projects?


author: Nic Brough -Adaptavist-
body: I'm not 100% sure, but I think it's only Premium and Enterprise customers who can archive.

If you go to Admin -\> Projects and look to the left, you will see the menu manage / categories / trash / archive. If there's no archive there, then no, Standard doesn't have archiving.


author: Francesco Tassone
body: ![Image_Jira.png](https://community.atlassian.com/t5/image/serverpage/image-id/192609i0BD3B948F72FC794/image-size/large?v=v2&px=999 "Image_Jira.png")


author: Francesco Tassone
body: Hi, We have the menu but we don't understand how to archive the project and make it go inside the container. When we search for all the projects we do not want to view the archived projects and in this way we are also able to speed up the indexing of active projects


author: Nic Brough -Adaptavist-
body: A sorry, yes, you don't actually click that archive link - it takes you to the archives!

Go back to the project list and use the "archive" option in the tools menu to the right hand side of your project (the ... thing)


Tags: cloud
Can Atlassian be used for pipeline management
Asked by Melissa Law:

I am in the early stages of using Atlassian, recently joining the community and learning all things Confluence specifically. I am now looking at whether we can use a product as a sales pipeline management tool?

This would be used by a small group of people within my team and managed by myself- a 7 stage process where an opportunity would be added and move through the stages until finally completing which in our case would mean the opporuntiy has gone 'live' or shelved.

Do you have any reocmmendations?


Answers:
author: Craig Nodwell
body: Hi [@Melissa Law](/t5/user/viewprofilepage/user-id/4861839) have a look at this.  

[Jira Work Management For Sales](https://www.atlassian.com/software/jira/work-management/sales)

comments: author: Melissa Law
body: Thank you!


author: Craig Nodwell
body: Your welcome


Tags: off-topic
Change status of parent task
Asked by Pauline Hild:

Hi, I'm working on a company-managed project with Jira Work Management. We use an automation that creates subtasks and we've created a new status ("not needed") which belongs to the category "done" (screenshot). Our problem now is that we can't change the status of the parent task to "done" if one subtask has the status "not needed". Does anybody know what we have to change?

Thanks in advance and kind regards,

Pauline

![Bildschirmfoto 2022-04-12 um 14.45.04.png](https://community.atlassian.com/t5/image/serverpage/image-id/192560i50D4EB6CB445DFCA/image-dimensions/327x352?v=v2 "Bildschirmfoto 2022-04-12 um 14.45.04.png")


Answers:
author: Ravi Sagar _Sparxsys_
body: Hi [@Pauline Hild](/t5/user/viewprofilepage/user-id/4773022)

You need a add a "Sub-Task Blocking Condition" workflow condition for your parent issue type. You can specific what all statuses your sub-task can be in for your parent issue to be able to make a transition.

You can learn about workflow conditions [here](https://support.atlassian.com/jira-cloud-administration/docs/configure-advanced-issue-workflows/).

Ravi

comments: author: Pauline Hild
body: Thanks for your answer! :)
Old version of Portfolio for Jira
Asked by Amaya Gonzalez:

Hi. How can I go back to the old version of Portfolio for Jira ? I really DON'T like (for now) the new "Portfolio for Jira new experience" view.

Thanks.


Answers:
author: samrobertsofficial
body: [@Amaya Gonzalez](/t5/user/viewprofilepage/user-id/2967550) , [@Frederik De Roover](/t5/user/viewprofilepage/user-id/2944396)answer above will help if you want to disable it on your entire instance.

Alternatively it can be disabled on a specific plan by going to a plan

Then '???' button (after plan name) -\> Configure -\> New experience/planning interface -\> Disable

We would love to hear what we can do to make the new experience better for you. I think I can see one feedback you've raised (I won't share it here for privacy reasons). Are there other problems you're facing?

Thanks,

Sam


author: Frederik De Roover
body: I've had the same experience, you can manage this in the add-on section.

On our installation the url is https://jira/secure/PortfolioLabs.jspa.


Tags: advanced-roadmaps
Themes report difference between "Estimate" and "Actual"
Asked by Diogo Ribeiro:

Hi,

In Themes report what is the difference between "Estimate" and "Actual"?

From documentation:

- Estimate: Sums up all backlog items labeled by theme and calculates the percentage relative to all backlog item estimates.  
- Actual: The actual percentage is the portion of currently scheduled work that has that theme assign to it.

Questions:  
1. In estimate, does it sum number of backlog items or it considers story points estimation?

2. In actual, scheduled work is work in progress?

Thanks


Answers:
author: Diogo Ribeiro
body: From what I was able to investigate:  
1. In estimate, it sums the items which story points were added and were not closed

2. In actual, it sums items with story points which were closed.

Not estimated or zero points items are not taken into consideration.


Tags: advanced-roadmaps

theme
Releasing Cross-Project Releases in Portfolio
Asked by knesgoda:

We've been recently using Portfolio to create CPRs and I can't find a way to release all the releases at once. Is there no way to release a CPR all at once?


Answers:
author: Cameron Eldridge
body: Hi [@knesgoda](/t5/user/viewprofilepage/user-id/2475264)

You cannot release CPR's or even single releases in Portfolio plans/programs. Check out Adaptavist's Version Synchronizer built-in listenter in Scriptrunner instead. If you don't already have the Scriptrunner plugin, I highly recommend it.

* <https://scriptrunner.adaptavist.com/5.0.0/jira/listeners.html#_version_synchroniser_listener>

Best,

Cameron


author: Ashkan Malekly
body: Hi Kevin

In portfolio for jira u have an option "ross-project release" so u can use it (from release tab and then click on button "create release")

![9999999.png](https://community.atlassian.com/t5/image/serverpage/image-id/50046i75353FF121254B15/image-size/large?v=v2&px=999 "9999999.png")

cheers


Tags: advanced-roadmaps
What field in jira is used as the basis for Releases when creating a plan?
Asked by Deborah Fein:

New user here. Created a new plan and brought in one board using Story Points. THe list of Releases then displays. Does that list come from the Fix Version field in Jira?

I assumed so but the Scope seems to include Issues without a parent Epic and some of those don't even have a Fix Version value!


Answers:
author: Chiragkumar Rupani
body: Hi Deborah,

Yes, fix versions field of an issue in Jira is used as releases field in Portfolio for Jira.

**If your question is why the issues without having fix versions are included in the plan when you have already selected some releases while creating the plan,**

then it brings in all the issues from the releases that you have selected while creating the plan and also the issues without any release assigned to it (issues without fixversions).

I hope that helps. Let us know if you have any further query.

Regards,

Portfolio for Jira Team

comments: author: LG
body: Hello,

We are trying to get visibility into only issues/Epics that do have a Fix/Version. However, since it is including everything in the backlog without a fix/version, it is cluttering up the view in Portfolio. Is there a way to exclude items without a Fix/Version?

(as you can imagine, we have many backlogs documented but not necessarily planning on working on in the near future and want to focus on issues/Epics we have targeted for an upcoming release.)

Thanks!


Tags: advanced-roadmaps

fix-version
In Scope mode, what are the check boxes next to Stories/Jiras used for ?
Asked by Deborah Fein:

New user to Portfolio. I created a plan and brought in one board. Portfolio lists the Stories it brought in along with the Issues without parent Epics. Each of these are selectable. What does selecting them do?

My thought was it allows you to then select what you REALLY want included so you'd select those and recalculate but i'm not sure.

Thanks!


Answers:
author: Tony Pham
body: Hi Deborah,

If you select them, then it will show up on your plan but it will not have any parent issues. If you don't select them, it will not show up on your plan. The purpose of portfolio plan is to show the statistics of the hierarchy of your scalable framework (e.g. initiative, theme, project, epic, story, sub-task....). You can configure the hierarchy for your plan by follow the instructions from this link: <https://confluence.atlassian.com/jiraportfolioserver/configuring-initiatives-and-other-hierarchy-levels-802170489.html>

comments: author: Deborah Fein
body: I'm still confused. I'm not referring to one of the 5 steps where you are setting up your plan. I understand that there I can select items that will be part of the scope of the plan. I"m referring to after the plan is created if you click on the Scope button it shows what you included in your plan (right)? and there's a check box to the left of each of the jiras it brought in. is that what you meant? if so can you explain a little more. thanks.


author: Tony Pham
body: Hi Deborah,

Yes, you are correct. Those checkboxes are available within the Scope view is to give the user another chance to decide if you want those issues without parents to be included in the plan or not. When you click on one of the checkboxes, you will see some button showing up at top to allow you to Exclude them from the plan.

Another way of exclude them is to edit your plan's resources...this will take you back to the data configuration screen.

Hope this answer your question.


author: Debbie Weinstein
body: Thank you.

So everything when looking at Scope has already been imported and is part of my Plan. The check boxes will EXCLUDE anything I select. Got it! (i didn't notice the Exclude from Plan option that displayed.


Tags: advanced-roadmaps

scope
Upgrade 8.0.0 to 8.0.2 Portfolio missing
Asked by Kailow:

Hello I am new to Jira and did just do my first update.

I did have a new install of 8.0.0 with Jira Core, Software and Service Desk. Additional to this I did have two apps installed: Portfolio and Tempo (Tempo is now with Trial Expired).

After an upgrade to 8.0.2 of Jira Core, with subsequent install of Software and Service Desk (incl. re-index). After upgrade the upgrade report tells me that one user apps is disabled and I notice that Portfolio seams not to be running. ( I notice this by looking in the top menu where there is no Portfolio.)

When I look in "Find new apps" I see, this:

![3.png](/t5/image/serverpage/image-id/49775i9050CA9524CC96A9/image-dimensions/502x111?v=v2 "3.png")

When I look in "Manage apps" this is the only ones with Portfolio I see:

![2.png](/t5/image/serverpage/image-id/49774iF556294B9F52658C/image-dimensions/502x289?v=v2 "2.png")

I also see this one, that seems to be an error?

![1.png](/t5/image/serverpage/image-id/49773i6FD224C1E9E8BEA5/image-dimensions/508x156?v=v2 "1.png")

Do you have any suggestions. to what I can do to get Portfolio back?  
Thanks


Answers:
author: Raathi
body: Hey Kailow,  

It looks like Portfolio roadmap plugin is corrupted during install. Could you please uninstall Portfolio plans and Team Management plugins and try re-installing Portfolio for Jira from the market place?  

Regards,  
Raathi

comments: author: Kailow
body: Hello Raathi,

I have now done that, Portfolio plans and Team Management are now uninstalled. I did try to restart Jira. The com.radiantminds.roadmaps-jira is still installed. There is no uninstall and I can't figure out how to uninstall it manually. Here is a [list](https://pastebin.com/9JJAWz2A) of files in [WEB-INF/lib/](https://pastebin.com/9JJAWz2A) I don't know which to try and delete.

Furthermore, in "Find new apps", "Portfolio for Jira" is still listed as installed, so I can only click Manage, not install or Free trial. In hopes of repairing the installation I did try, to download the app, so I could manually install it. When I click download in My Atlassian licenses overview, it sends me to the marketplace where I can't download files.

Can you suggest further action?

Thanks for your help.

best


Tags: advanced-roadmaps

jira-server

upgrade
Will there be errors caused by Cross project EPICs?
Asked by Janice Lim:

In JIRA, I have 3 main projects - Product Team (business), Backend Team, Frontend Team. I created a plan to connect the projects as the data source.

For large roadmap features, an EPIC is created under the Product team board.

Stories/Tasks related to this EPIC are then created under the various teams' projects and linked to main EPIC. (See example below)

<br />

**Does this structure limit the plan in terms of scheduling and seeing the progress of the overall EPIC?**

![Image 2019-03-28 at 3.11.38 PM.png](/t5/image/serverpage/image-id/49778i7C993A557C64E322/image-size/large?v=v2&px=999 "Image 2019-03-28 at 3.11.38 PM.png")


Answers:
author: Nic Brough -Adaptavist-
body: No, Epics are expected and intended to go across projects, and the software is built to cater for it.


Tags: advanced-roadmaps
New Experience - Optimize. How to exclude stories from optimization?
Asked by Georgii Lumpov:

Hello!

I'm using Portfolio with New Experience turned on. I'm trying to apply this handy functionality to SAFe we running in our team. So I have a portfolio plan for the release train of multiple agile teams in order to visually track and manage dependencies.

But there is something I can't understand. If I want to optimize (that button on the top right) a Roadmap for one team (keeping the rest unchanged), then it looks like I always have to create a separate Portfolio Plan. Otherwise if I press Optimize in a plan where there are multiple teams, then optimization will be applied to all of them and there is no way I'm able to limit optimization to only stories of one team...

Can anyone give me a hand here?


Answers:
author: samrobertsofficial
body: Hi [@Georgii Lumpov](/t5/user/viewprofilepage/user-id/2762176) ,

The ability to run the scheduling algorithm on only parts of a plan is something we are aware of, but unfortunately at the moment don't support.

I'm afraid if you're looking to only schedule one team, you'll need to create a separate plan that only shows that team's work. I know this isn't ideal.  

One challenge we will need to solve is that when you schedule for a sub-set of a plan, whether to take into consideration what other teams are doing. It could be that you get a different result depending on whether you schedule for all teams, or just a sub-team. I would love to hear your thoughts on this topic.

Thanks,  
Sam

comments: author: Georgii Lumpov
body: Thanks for a detailed reply [@samrobertsofficial](/t5/user/viewprofilepage/user-id/1116850) !

"It could be that you get a different result depending on whether you schedule for all teams, or just a sub-team" --- for sure. For a sub-team there is less possibilities to optimize, less variables to consider. I think it is pretty much expected.

And to be honest this is what I desire to see. By doing a scheduling for a sub-team I'm basically saying "Hey Jira, freeze all those guys for now, except this folks and optimize what you can in that isolated set of tasks."

And just some more context for the use-case. For me it is a sort of a QoL thing and is related to the two topics

1. tracking dependencies b/w sub-teams. I have asked that question separately ([how to show external dependency?](https://community.atlassian.com/t5/Portfolio-for-Jira-questions/New-experience-how-to-show-external-dependency/qaq-p/1042776)).
2. creating only one Portfolio Plan vs. multiple just for doing "optimize"


Tags: advanced-roadmaps