youngmon/atlassian-qna huggingface dataset:
How should Original Estimates vs. Estimates be used?
Asked by Christoph Baumeister:

How should Original Estimates vs. Estimates be used? Into which column do you put which information? Is it necessary to use both?


Answers:
author: Andy Heinzer
body: It is not required to use both. However when using portfolio, I would probably be more inclined to use the original estimate field when the issue has no estimates at all yet. This can be useful later on when this issue is then seen by your teams working those issues. Those team members might adjust the estimate on the issue, or log work against it. However the original estimate is not expected to change once the issue has started logging work against it, or it exists in an active sprint. But by using the original estimate field, you can then compare against the other estimate field to see how close you were.

I hope this helps, but in case it does not, perhaps check out this recent blog post about using estimates for Portfolio: [Estimation best practices with Portfolio for Jira](https://www.atlassian.com/blog/portfolio-for-jira/estimation-best-practices-portfolio-jira)


Tags: advanced-roadmaps
How should Original Estimates vs. Estimates be used?
Asked by Christoph Baumeister:

How should Original Estimates vs. Estimates be used? Into which column do you put which information? Is it necessary to use both?


Answers:
author: Krista Parker
body: Hi there, I think this previous question might help:

<https://community.atlassian.com/t5/Jira-questions/Difference-between-Original-Estimate-and-Estimates-in-Jira/qaq-p/654725>


Tags: advanced-roadmaps
Dependency between stories
Asked by Inessa Chernoguz:

Hi All,

I created 2 stories. One Story is linked to second story by link from type "blocked by". I mapped both stories to the same sprint. Now I moved one story (that block first one) to the next (later) sprint. First story already can't be finished in original sprint because story that blocks was moved to the next one Do you know any way to move the first story automatically to the next sprint in this case?

Thanks,

Inessa


Answers:
author: Jobin Kuruvilla [Adaptavist]
body: You can't do this without the help of some add-ons. You will have to write a listener that looks for sprint changes and then move the blocked stories also to the next sprint based on that change.


Tags: advanced-roadmaps
Epic in New Status has full progress bar but no logged hours in tasks
Asked by Karolina Durucsk?:

Hi!

My problem is, I have some freshly created Epics in 'New' state, with tasks what they are in 'Open' state, no hours logged in them. Despite of that, in Portfolio's Scope view, the progress bar is full. Due to this issue, the tasks under these epics cannot be scheduled. The certain task is marked with a yellpow exclamation mark in a warning sign. The error message is:

"This work item could not be scheduled because one of its parents has been marked as done. To schedule it, change the parent of this work item or change the status of the parent. Otherwise, to remove this message, mark this item as done as well."

Our Epics alway happened to be created into this state.

Can you help me?


Answers:
author: Rick Crow
body: Karolina, the Epic issue type has its own set of statuses that are independent of workflow statuses. The error message is indicating that your Epic is in the native Epic status of 'Done' and therefore it's child items cannot be scheduled.

If you're indicating that all of your Epics get created with a status of Done immediately upon creation, then it would seem someone has created/modified and applied a custom workflow for Epics with only a single 'Done' status on issue creation. If that's the case, the workflow will need to be changed to allow an initial status of something other than 'Done' to resolve this issue. If that's not the case, then simply manually changing the status of the Epic to something other than 'Done' should resolve your issue.

comments: author: Karolina Durucsk?
body: Thank you for your help!

I have modified our 'New' state a 'To Do' type (grey) state. Now the progress bar shows actual progress, but the tasks are still not scheduled and I got the same error message.

Very interesting!


author: Karolina Durucsk?
body: UPDATE: This solved thank you Rick!


author: Rick Crow
body: Glad it did the trick!

Please accept my response as the answer to your question so that it's seen as resolved.


Tags: advanced-roadmaps
How do you manually set an issue to the later release?
Asked by Andrew Harwood:

The system will automatically assign certain issues to the later release based on your dates \& capacity.

My question is how do you manually set an issue to specifically be in the later release?

It's very annoying for Portfolio to automatically add assign issues to sprints when I don't plan on doing them anytime soon.


Answers:
author: Rick Crow
body: Not possible. 'Later' isn't really a release but more of a status indicating it's falling outside any named/date-defined release.

comments: author: Andrew Harwood
body: In my view, the fact that it's not possible is a big problem.

The system doesn't do a good job of placing things into the "later" release. The scheduling algorithm is not transparent and it's would be VERY useful to say "this work is going to be done later".

This is particularly relevant when you have epics sitting on your backlog that you are avoiding.


author: Wessel Donkervoort
body: Rick Crow is right here. And it does not do it based on dates or capacity. As soon as an issue is "plannable", Portfolio will put it into the *later* release so it can be shown on the visual data-driven roadmap.

When is something plannable? As soon as it has an estimation, target start or end date, sprint assignment or release. When it doesn't have any of these an item is not plannanble and will not appear on the roadmap.

So to close it off (and as Andrew already said): when something is plannable but has no release assignment it will get into the later *release* which actually is not really a release but needed to show it on the roadmap.


Tags: advanced-roadmaps
How do you deal with issues that take more time than manpower-time?
Asked by Christoph Baumeister:

My question is how to include issues into roadmap planing that take 10 days, but only require 5 days of real work because there is some external dependency. As a consequence the engineer only needs to be blocked by 5 days, but the whole issue needs to be planned with 10 days. Any suggestions?


Answers:
author: Steve Thornhill
body: Have you considered using sub-tasks within the issue.

* Sub-task one for 5 days as external work.
* Sub-task two for the engineer, but blocked by sub-task one.

comments: author: Christoph Baumeister
body: [@Steve Thornhill](/t5/user/viewprofilepage/user-id/41833) Thanks! And then assigning the external sub-task to a fictive "external" team?


author: Steve Thornhill
body: Yep, the sub-task doesn't need to be assigned, but if you are likely to use it for reporting then it would make sense to have an 'external' user/team rather than just being unassigned.


Tags: advanced-roadmaps
Portfolio for JIRA with JIRA server 7.8
Asked by pier-paolo-frog:

Hi,

I just bought new license of JIRA Server and Portfolio for JIRA but I noticed that Portfolio for JIRA does not support latest Server version (v7.8).

When do you plan to release this version?

Thanks

Pier Paolo


Answers:
author: Rene C_ _Atlassian Support_
body: Hello, Pier! Portfolio releases are done about every month, and each release usually supports the latest Jira version. The next release of Portfolio should be released in around 2 weeks more, so I suggest to stay tuned for the next update.

At the moment, Portfolio is only compatible up to Jira 7.7.2.


author: Rene C_ _Atlassian Support_
body: Hello again! Just wanted to mention that, today, Portfolio has been updated to be compatible with Jira 7.8! Let us know if you face any issue in the future!


Tags: advanced-roadmaps
How can I include done stories in a portfolio plan
Asked by Stephan Wegscheider:

I have created a new portfolio plan. Unfortunately user stories which are already in status Done are not included in the plan. Thus any progress on epic level is incorrect.

Is there a way to include completed stories in a portfolio plan?


Answers:
author: Cameron Eldridge
body: Your stories **are**(likely) included in your plan, you just need to make them visible.

This is assuming your issue source is a board or filter based on something simple like:

```
project = ABC ORDER BY Rank ASC
```

Here are a few of things to consider:

1. Verify the completed stories are in a GREEN (**Done** ) workflow **status category** if you're estimating with **story points**.
2. Ensure your **Status** filter shows both open and ***completed***issues.
3. By default, Portfolio only shows issues completed within the last 30 days. Set your **Completion Date** filter to a date that is able to capture the oldest completion date of stories in your plan. 2000-01-01 is obviously a safe bet.

See <https://confluence.atlassian.com/jiraportfoliocloud/tracking-progress-and-status-828785247.html> for more information.


author: Marie F. Kent
body: Is your deployment cloud or server?

comments: author: Stephan Wegscheider
body: It's on cloud.


author: Marie F. Kent
body: The current cloud instance of Portfolio will only include open issues. The inclusion of closed issues has been logged as a suggestion in Atlassian's Jira: <https://jira.atlassian.com/browse/JPOCLOUD-1267>

Hope this helps!


Tags: advanced-roadmaps
Showing Portfolio Custom Fields in Jira Filter
Asked by tcerami:

When will the Portfolio Custom Field Parent Link be available in a JQL Filter search? The column is there and able to be added, but no data gets returned?


Answers:
author: somethingblue
body: Hi Tom,

This concern has definitely been brought up and there is a Suggestion to have this functionality added at [JPOSERVER-1663](https://jira.atlassian.com/browse/JPOSERVER-1663). Please vote on the issue and add your use case to the comments to add impact so we can get this added.

You may also take a look at [ScriptRunner](https://www.adaptavist.com/blog/how-to-customise-and-simplify-portfolio-for-jira-with-scriptrunner/) or the [Structure add-on](http://almworks.com/blog/2017-01-track-portfolio-plans-real-time.html).

Cheers,

Branden


Tags: advanced-roadmaps
Testing Jira Portfolio on live environment
Asked by nibeck:

We have many projects running with Jira. I would like to install and experiment with Portfolio in our production environment, so that I have live, changing project data.  
\&nbsp;  
Can I install/configure/use Portfolio without erecting the indivdivudl projects at all?  
If yes, can I then back our/uninstall Portfolio without impact the existing Jira projects?


Answers:
author: Dave
body: Hi,

You can install Portfolio in your current production it will pull data from your Jira and is basically a layer that sits on top of your projects to show you the high level project plan.

**However** , if you don't want it affecting the projects, you should ***never*** ***commit*** the ++*uncommitted change*++back to your Jira (this is a button in the plan that will ask you to review and commit the changes once you're happy with it)

![uncommittedbutton.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/15766i24CD7F8B689DED88/image-size/large?v=v2&px=999 "uncommittedbutton.jpg")Clicking that button will take you to a screen to review and commit changes, so if you don't want to do any changes back to production you should not click on this. Uninstalling portfolio will have no affect on your projects as long as you don't commit changes.

You would also need to restrict the permission to Portfolio as well if you don't want users to start creating plans etc and committing back to Jira, but it can only be restricted by **Groups**so if its something for you to test yourself you will need to create a group just with you in it.

I would suggest to create a new user just for Portfolio testing, create a group "portfolio test" and add your new user to it. The group should only have**browse project** permission (with **no** *issue permissions* this will stop any accidental commits back to Jira), give this group access to Portfolio in **JIRA Administration -\> Add on -\> Manage add on -\> Portfolio permission**and remove all other groups.

You can then log in as this user, and create your portfolio plan for the project in question and experiment with it.

Although I would suggest to create a test environment with your production data, so you can experiment with Jira Portfolio in full instead without fear of affecting your production!

Hope this helps.


Tags: advanced-roadmaps
How can I revert changes done by hitting "calculate" in Portfolio?
Asked by ChristianWaidner:

If I open up a plan and just hit calculate (without prior changing any target dates or fields) it completely screws up my calculation based on today as start date. How do I revert this?


Answers:
author: somethingblue
body: Hi Christian,

There is currently an open Suggestion to have a feature implemented in Portfolio to undo changes made by hitting calculate. Please vote on [JPOSERVER-1761 - Provide a feature to rollback/revert changes after user click Calculate](https://jira.atlassian.com/browse/JPOSERVER-1761) and add your use case to the comments for impact.

As a suggestion to help mitigate this in the future please take a look at the Community post [When using "Calculate" in Portfolio, all my releases are badly assigned. What can I do?](https://community.atlassian.com/t5/Portfolio-for-Jira-questions/When-using-quot-Calculate-quot-in-Portfolio-all-my-releases-are/qaq-p/708533) It suggests using [multi-scenarios](https://confluence.atlassian.com/jiraportfolioserver/configuring-scenarios-868977946.html) to experiment with the plan - "the calculation will only apply to the current scenario you are working with."

Cheers,

Branden


Tags: advanced-roadmaps

jira
Setting Progress Tracking Options
Asked by Vijay Bh:

Hi everyone, I want to configure progress/status tracking options for JIRA Cloud as described here : [https://confluence.atlassian.com/jiraportfolioserver/status-and-progress-tracking-715263088.html#Statusandprogresstracking-backlog_dependenciesHowtoconfiguretheprogresstrackingoptions](https://confluence.atlassian.com/jiraportfolioserver/status-and-progress-tracking-715263088.html#Statusandprogresstracking-backlog_dependenciesHowtoconfiguretheprogresstrackingoptions?)

I checked the site administration options for JIRA cloud but no luck..

Thanks for the help!


Answers:
author: Andy Heinzer
body: The documentation link you cited is actually for Jira Portfolio Server. Not all the server documentation will apply to our Cloud platform (and vice versa). There does not appear to be an exact page on the Cloud documentation for that specific link, but the closest I could find is this link: <https://confluence.atlassian.com/jiraportfoliocloud/tracking-progress-and-status-828785247.html>

Let me know if this helps.

Andy


Tags: advanced-roadmaps

jira-cloud
Can you create filters by Initiatives?
Asked by Noorain Buxamusa:

Advanced filter does not have criteria in using Initiatives to filter. Is there a solution?


Answers:
author: somethingblue
body: Hi Noorain,

There is a Suggestion currently open for this at [JPOSERVER-1275](https://jira.atlassian.com/browse/JPOSERVER-1275). Please vote on this and add your use case to the comments to add impact.

Cheers,

Branden


Tags: advanced-roadmaps
Inherited Fix Version when Story is linked to Epic, and Epic is linked to Version?
Asked by BernardH:

I use stories --\> Epics ---\> Version.

So a story that is tagged with an epic that is linked to a version should inherit the version at the story level. Shouldn't this be the norm? It appears that I have to tag each individual story with the Fix Version even though I have already set the relationship. Why does this not inherit properly?


Answers:
author: BernardH
body: I don't appreciate the knuckle-dragger comment. Inheritance should work this way as an option. It is not about savvy PO's, it is about they many different kinds of projects people who use JIRA run. Not all are software development projects. The config should be agile enough to work for all project types.

comments: author: Tim Owen
body: I was agreeing with you. I didn't like Jeff Curry's reference to savvy PO's not doing it this way as I also want to do it this way.

Knuckle dragger in question is myself


author: Jeff Curry
body: From <https://www.atlassian.com/agile/project-management/epics-stories-themes> :
> Versions are often developed over a set of sprints, much like epics. Savvy product owners may choose to deliver an epic over several versions. An epic does not have to be fully contained within a version. By delivering an epic over several versions, the product owner can learn how the market is responding to that epic and make calculated decisions about its future direction rather than doing one giant release.

comments: author: Jim Torbit
body: Bernard and I must not be savvy - as I admit to desiring this same sort of inheritance. It'd be nice (and more flexible in a broad way) to be able to define the contents of a version using a JQL filter.

That way, if knuckleheads like me wanted to line up a version based on Epic Link(s), we could - not to mention all the other sorts of sophisticated filter types you could build to automatically keep your version contents current.


author: Tim Owen
body: same requirement


author: Steffen Rietzschel
body: I have the same requirement.

Any solution out there?


Tags: advanced-roadmaps

epic

inherit

version
Why am I seeing pointed and unpointed epics as dark blue and light blue bars in the timeline?
Asked by Amy Randall:

I have created a few plans in portfolio and typically if an epic is unpointed I will have the light blue bar. If the epic has points I will see the dark blue bar. For one particular plan it does not seem to follow that pattern. All of the epics are assigned a releases. Some have no points and some have points. The unpointed epics are showing as light blue bars, however, I am also seeing other epics ( in that release) that are showing as light blue but have points. Any insights?


Answers:
author: Amy Randall
body: For anyone this may benefit I figured out the answer. It appears that if an epic has pointed stories but the stories are all completed it reflects that epic as "not pointed" and thus the light blue bar.


Tags: advanced-roadmaps
All the Stories/Tasks not appearing under Epic on Portfolio Plan.
Asked by peter decosta:

All the Stories/Tasks not appearing under Epic on Portfolio Plan.

I have created a portfolio plan. Desired epics are visible in the plan.

But the issue is, for example if an Epic has 10 items(Tasks, Bugs) with different statuses. Then all 10 items are NOT appearing under that epic on Portfolio Plan.


Answers:
author: Kevin Board
body: I am seeing this on a Jira Roadmaps plan also. Some stories/tasks appear under the epic but if the epic has 10 stories, only 6 of them will show up. For multiple epics as well. At first I thought that maybe the completed are not showing but doesn't seem to be the case.

Is there a limit? What is the logic or is this a bug?

comments: author: Gretchen Swecker
body: I'm having the same issue and curious to know why and if there's a workaround.


author: Jeff Curry
body: Sounds like you are running into <https://jira.atlassian.com/browse/JPOSERVER-1267>

comments: author: Adnan Ali
body: I am having exact same issue and the JIRA link that you provided refers to closed issues only.

In my case there is no clear pattern. I can see in the portfolio view stories/sub-tasks with various statuses showing up and at the same time stories/sub-tasks with various statuses ++not++ showing up in the portfolio view.

I have checked all fields like fix-version, labels etc.. but there is no missing value that is causing this problem.


Tags: advanced-roadmaps
How do I update working hours and days per person?
Asked by Christina Siegler:

I found this article <https://confluence.atlassian.com/jiraportfoliocloud/configuring-working-hours-and-days-828785191.html> but don't even know where to find configure? It says:

1. Select your plan **\>** ![](https://confluence.atlassian.com/jiraportfoliocloud/files/828785191/828785193/1/1465163352606/Screen+Shot+2016-03-22+at+8.53.42+am.png) located next to your plan name **\> Configure \> Working hours and days.**

Where do I find that? Please help!


Answers:
author: Thomas
body: Hi [@Christina Siegler](/t5/user/viewprofilepage/user-id/195075),

You can find this next to the plan name in a plan page,

Hope this helps:![portfolio_plan_config_location.png](https://community.atlassian.com/t5/image/serverpage/image-id/14969iBAE705E24590F95E/image-size/large?v=v2&px=999 "portfolio_plan_config_location.png")

Cheers,

Thomas


Tags: advanced-roadmaps
Jira Portfolio
Asked by tcau:

Hello,

Is it possible to use only a few licenses for Jira Portfolio and not a license per each user, knowing that we have 23 users, but only 5 users will use Portfolio

Thanks.


Answers:
author: Nic Brough -Adaptavist-
body: No. Add-on licences need to match the number of the largest application licence you have installed (i.e. the highest number of Core, Software or Agent users)


Tags: advanced-roadmaps
email notifications notw orking
Asked by Robert Betz:

Help....watching a card and its all set up correct.....not getting any emails...ahhhh


Answers:
author: Robert Betz
body: ![Capturetrello.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/311583i12EAEFDAC7C1C406/image-size/large?v=v2&px=999 "Capturetrello.JPG")![trello2.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/311584iDCB1E71F08DA995C/image-size/large?v=v2&px=999 "trello2.JPG")

comments: author: Robert Betz
body: i added more context please help
Attaching a board link to another board
Asked by Craig Lemberger:

I used to be able to attach a link to another board within a card of a separate board simply by searching the name of the board. Now when I do that, only cards that have the same name show up in the search results. Board names no longer come up.


Answers:
author: Mutya A
body: Hi Craig,

Looks like the cards take precedence over boards when it comes to search results especially when these results are many. One alternative is that you can star this board to easily access it without searching for it amongst cards.  

Here's how: <https://support.atlassian.com/trello/docs/starring-a-board/>

Let me know if you have any other questions.

-----  
If this post ***helps*** your query, then please consider **Accept answer** , **Like** or click up arrow to **Vote** to help the other users find it more quickly.
Receiving same email multiple times in Trello Board
Asked by info_solar24_gmbh:

Hello community,

following setting:

Different sources are sending emails to an email adress of us. This email adress is set with an copy function whereby a copy of the received email is sent to another email adress, which is the adress of a Trello board.

While the emails are received just one time on our servers email adress, they appear in Trello multiple times.

Does anybody know why a single email which is received one time is being doubled or trippled when being sent to the Trello board?


Answers:
author: Beverley
body: Hi there!

I believe you've also logged a support ticket (TRELLO-189227) regarding this query. Please respond to the ticket so we can investigate further.

comments: author: info_solar24_gmbh
body: Hi Bevery,

thanks for your reply. We already answered the ticket but I saw a mail delivery failure since the answer went to atlassian-support@am.atlassian.com where the first reply came from and not to atlassian-support@atlassian.com where your system wants it to be sent. Hopefully you got the answer now (?)


author: Beverley
body: Thanks for letting me know! I have received your answer now and will continue the thread there.