youngmon/atlassian-qna huggingface dataset:
Can Jira be used by Engineer team and IT team without interfering each other work?
Asked by MD:

We're currently running Jira server in our environment. Can an environment and/or project be created for IT to test/validate without disrupting engineering work?

Thank you


Answers:
author: Penn
body: Are you asking if the IT team can test/validate/tweak the same project that the engineering team is using to track issues?

comments: author: MD
body: No, can projects be created on same Jira server for Engineer team and IT team to work on their own projects without interfering with each other? Thank you


author: Penn
body: [@MD](/t5/user/viewprofilepage/user-id/5001938) per [@jon](/t5/user/viewprofilepage/user-id/5055995) 's response, you can create multiple projects within the same Jira Server to manage various different things. Fields, screens, configurations can be separated and segmented from projects so that you don't bleed or share things. You can easily have an Human Resources project in Jira that tracks all the information that HR cares about, you can have a developer project, and finally you can have an engineer project.

All these projects can be isolated and individualized without interfering with each other.


author: MD
body: Thank you so much!


author: John Funk
body: Hi MD,

Most Definitely (did you see what I did there?)! You can simply create different projects with different permissions for each one. Can you can share individual tasks/issues/pieces of work between them if you like or have that need.

comments: author: MD
body: Thank you, sir.


author: John Funk
body: If you can give us an exact scenario, we should be able to answer your question more completely.


author: Robert Wen_ReleaseTEAM_
body: I wonder if you could elaborate.

Yes you could have separate IT projects set up on the same Jira instance to test out changes to workflows, screens, etc. without disrupting the engineering work. When ready to deploy, you'd associate the changes to the Engineering projects.

Or you could set up a separate sandbox instance for these IT changes. The separate instance would not disrupt any Engineering work.

Hope this helps.

comments: author: MD
body: Can Engineering projects and IT projects keep separately on same Jira instance even when deploy? Do they have to associate the changes to the engineering projects when deploy? Thank you


author: Robert Wen_ReleaseTEAM_
body: Basically, it depends on your requirements.

If your project development has related tasks between Engineering and IT, you'd create issues in each project and connect the issues to each other through links.

Links help provide traceability between the projects if IT deploys the changes that originate in Engineering.


author: MD
body: Thank you.


Tags: jira
Can a custom date field be used and map to Jira Work Management Timeline View and Calendar View
Asked by Denise Ellis:

In JWM it seems issues are displayed and mapped to the Timeline View and Calendar view when the Jira default "Start date" and "Due date" fields are used and filled in.

Is it possible to use a custom field of field type - date picker to be used by the Timeline View and Calendar View? eg if I create a custom field "Next start date" and "Next due date".

Right now issues only seem to be shown in the Timeline and Calendar view of a JWM project when using the default fields


Answers:
author: Ste Wright
body: Hi [@Denise Ellis](/t5/user/viewprofilepage/user-id/5061659)

Not that I know of.

The "Basic Roadmap" and calendar view use one set of fields (Start Date/Due Date).

This differs to "Advanced Roadmaps" in Jira Premium, where a custom set of date pickers can be used.

Ste

comments: author: Denise Ellis
body: Thanks [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470)

Based on my readings, I would agree that just not possible atm.

I'll also note here, if helpful for future community readers that at present team-managed projects and Advanced Roadmaps are not yet fully integrated with each other. It might be coming as per this: <https://jira.atlassian.com/browse/JSWCLOUD-20012>


Tags: calendar

cloud

jira-work-management-cloud

timeline
My user name is stopped showing suddenly from the team/project list in the jira.
Asked by Lingaiah Chimuta:

My user name is stopped showing suddenly from the team/project list in the jira. Can I get any help on this


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@Lingaiah Chimuta](/t5/user/viewprofilepage/user-id/5078018) ,

welcome to the Atlassian community!

Please ask to a JIRA Admin to review permissions for your user.

Fabio


Tags: jira

jira-align

jira-software
Limit license use for Portfolio feature?
Asked by Chris Trotzky:

Hi there,

We have 2 or 3 people in the department who will use Portfolio for Jira. But much more people are using Jira. Is it possible to activate the license for Portfolio separately to Jira Software? Or do we need to pay the Portfolio license cost for all the people (while they are not using the feature)?

Best regards

Chris


Answers:
author: Johan Soetens _Dumblefy_
body: Hi Chris,

Atlassian Marketplace apps must have a license that matches the user tier of the product, in this case Jira.

[Marketplace Apps - Which license do I choose when purchasing an app?](https://www.atlassian.com/licensing/marketplace#licensing-purchasing)


Tags: advanced-roadmaps
Bulk Actions Menu Missing
Asked by dmcgee:

I'm trying to edit multiple items at once in Portfolio, but for some reason the "Bulk Actions" Menu is missing. I'm using Jira Cloud where I haven't found any documentation, but it exists in server versions:

<https://confluence.atlassian.com/jiraportfolioserver/editing-multiple-issues-in-bulk-967317189.html>

As a work-around, I know that I can generate them and then bulk edit them in Jira, but that is inconvenient when I should be able to do it right from Portfolio.

Any idea why this is missing?


Answers:
author: Petter Gon?alves
body: Hello [@dmcgee](/t5/user/viewprofilepage/user-id/3652710)

Welcome to Atlassian Community!

Unfortunately, Portfolio for Jira Cloud does not have the bulk operations implemented yet.

In fact, this functionality was not added originally for Portfolio Server too (see [JPOSERVER-35](https://jira.atlassian.com/browse/JPOSERVER-35)), but due to the requirement for several customers, it was implemented in Jira server and our developers are currently working to implement it in Jira Cloud Application too, as you can see in the feature request below:

- [Bulk Actions](https://jira.atlassian.com/browse/JPOCLOUD-35)

Feel free to vote and watch the suggestion to increase its priority and also receive notifications about any updates.

While we are still working to get it implemented on Cloud, we kindly suggest you the built-in [Bulk operations](https://confluence.atlassian.com/jiracorecloud/editing-multiple-issues-at-the-same-time-902498099.html) of Jira to achieve your need.

Let us know if you have any questions.

comments: author: dmcgee
body: Yeah, after digging a little bit more, I found that in general, Portfolio for cloud is light years behind server. Thankfully we'll be migrating to server in the near future and so will be able to enjoy all of the features once we've moved.

Until then, I'll just have to bulk edit using Jira.


Tags: advanced-roadmaps
Converting story points to days in New Interface
Asked by Campbell Purvis:

Hi.

Is there any way of setting a story point to days conversion rate within the Portfolio new Improved Interface?

In the original interface, I can select Advanced Settings \> Issue Sources \> 'Convert SP in to Days".

If I cannot do this in the Improved Interface, how are story points converted to reflect day estimates? I am using Kanban board sources.

Many thanks, Cam


Answers:
author: Bridget Maloney
body: Hi [@Campbell Purvis](/t5/user/viewprofilepage/user-id/2656674)

I am having trouble telling if I am using the new interface. However, I did recently start using this (in December) so I am tempted to assume this is the case.

I am able to do something similar by:

1. Clicking on the ellipses (...) in the upper left corner, next to the plan name
2. Click Configure
3. Click Issue Sources
4. Click Advanced Settings (next to the issue source you want this to affect)
5. Toggle Convert Story Points to Hours

I am also tempted to assume that because I have my project set up for Hours (instead of Days) under Scheduling \> Planning Mode, that this affects the verbiage used in the final step above.

I hope this is helpful!

comments: author: Campbell Purvis
body: Hi Bridget, thanks for your reply. Alas, you are referring to the the original interface which I am using. The New Interface does not have this configuration.


author: Bridget Maloney
body: Dang, I'm sorry [@Campbell Purvis](/t5/user/viewprofilepage/user-id/2656674)

Good luck! I guess this means I should figure out how I'm supposed to use the new interface so I can learn in there rather than find certain features missing later on, heh :)


Tags: advanced-roadmaps
How do I update to Portfolio 3.0 on JIRA Cloud?
Asked by Sean Bridgeman:

Is Portfolio 3.0 available for JIRA Cloud yet? I am reaching out to the atlassian community after failing to get the answers I need from atlassian support or from [similar topics.](https://community.atlassian.com/t5/Portfolio-for-Jira-questions/Is-portfolio-for-JIRA-3-0-coming-to-JIRA-cloud-anytime-soon/qaq-p/1079906)

Thanks in advance!


Answers:
author: Carlos Garcia Navarro
body: Hi Sean,

I remember that the Atlassian team presented this topic during the Atlassian Summit last year (2019). My understanding from the presentation is that Atlassian was launching a new feature of functionality for roadmapping and that this was replacing Portfolio on JIRA Cloud.

If you read this article there is a number of questions asking about Portfolio3.0 for the Cloud version:

<https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996>

a,nd people from the Atlassian Team indicated that Portfolio 3.0 is not available for Cloud, but that Portfolio for Cloud is "not dead".

There is an interesting comment from Jake Brereton, Head of Marketing for Jira Software Cloud, that seems to indicate that the efforts for Cloud are put on the new roadmapping functionality rather than Portfolio, available in Jira software premium:

<https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996/page/3#M98>

More specifically (I quote from the post referred above) : "Regarding the Portfolio for Jira Cloud roadmap, in complete transparency I can share that in the coming months we will be focusing the majority of our time and energies on the advanced roadmapping functionality in Jira Software Premium instead of new features in Portfolio for Jira Cloud"

This was pointed out by Josh Berman in this other post: <https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Portfolio-for-Jira-3-0-is-here/ba-p/1043376>

Hope if helps,

Carlos


Tags: advanced-roadmaps

cloud
Cannot find the unestimated items scheduling section
Asked by Ariane Voorbeijtel Cannenburg:

I would like to know how the portfolio plan treats unestimated items. In the documentation I find the tekst below. But I do not have the mentioned "Unestimated item scheduling" section..?? We use the 3.8 version

*"By scheduling unestimated items using one of the following options, Portfolio for Jira can produce a more sensible schedule, even if you're just doing high-level planning of your work:*

* *[Base on default estimates](https://confluence.atlassian.com/jiraportfolioserver/scheduling-unestimated-items-943544098.html#Schedulingunestimateditems-defaultestimates)*
* *[Base on target dates](https://confluence.atlassian.com/jiraportfolioserver/scheduling-unestimated-items-943544098.html#Schedulingunestimateditems-targetdates)*
* *[Custom](https://confluence.atlassian.com/jiraportfolioserver/scheduling-unestimated-items-943544098.html#Schedulingunestimateditems-custom)*
* *[Off](https://confluence.atlassian.com/jiraportfolioserver/scheduling-unestimated-items-943544098.html#Schedulingunestimateditems-off)*


Answers:
author: Jan Kips
body: I'm having the same problem, using v3.18.

Workaround is to go back to the old planning interface.


Tags: advanced-roadmaps
"There are no issues for the selected hierarchy" - Program view
Asked by mike.larma:

I have created a few Plans and Programs in Portfolio over the last week and all seemed to be working fine. Today I created a new Program and linked it to two existing Plans. When I go to the Scope view of the Program, I see all the epics that I've pulled into the Plans. However when I click on Schedule - it shows the two Plans with the following message "There are no issues scheduled for the selected hierarchy. The hierarchy that I chose was Epic.

![portfolio.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/80078iC1B4DB68E037AEB2/image-size/large?v=v2&px=999 "portfolio.jpg")


Answers:
author: mike.larma
body: Figured it out. I know there were others who had posted similar questions in the past so hopefully this will help "un stick" you if you're still having this issue.

"For a program to display aggregated data from plans, **make sure all changes are committed across both****Jira and Portfolio for Jira"**

I was doing some test programs/plans as we're still in the POC phase of rolling out Portfolio. For items to show up in the schedule view, you need to assign dates to them in the Plan and also commit those changes to JIRA. Otherwise you get the message in the graphic above.


Tags: advanced-roadmaps

server
Is there a way to migrate Portfolio data from one Jira server to another Jira server
Asked by Tracey Koch:

We are working on consolidating multiple Jira server instances down to a single server instance. We are using Configuration Manager to assist with the regular Jira data, but are looking for ideas or the best approach to move the data for the Portfolio plugin. Do the Rest API's for Portfolio plugin provide the ability to get all of the data from those Portfolio records? I realize we will need to create scripts to pull the data from one instance and create new records in the consolidated instance and I was hoping to be able to use available Rest API's to get the data.


Answers:
author: Adrian Stephen
body: Hi [@Tracey Koch](/t5/user/viewprofilepage/user-id/3719546)   

It is not possible to only migrate Portfolio data. A full restore is required to migrate the data.

* <https://confluence.atlassian.com/adminjiraserver/migrating-jira-applications-to-another-server-938846962.html>

comments: author: Tracey Koch
body: I am not looking to just migrate the Portfolio data, we are migrating all of the projects from several instances of Jira to a single consolidated instance of Jira. We will be using Configuration Manager plugin to assist moving the projects that do not use the portfolio plugins. For the ones that also use the portfolio plugin, we need to move not only the Jira data (plan to use configuration manager), but we need to migrate the Portfolio related data. I was hoping we can extract the data out of the one Jira instance using the API's. Then with that data, we can "recreate" those records by using the API's to create new records and then link up with the Jira data. I am looking for any advice if that is feasible.


author: Deepak Raja M
body: [@Adrian Stephen](/t5/user/viewprofilepage/user-id/510032) - Even a full xml restore from one Jira to another didn't help me to get the portfolio data; Did something change with portfolio version 3.27


Tags: advanced-roadmaps

server
Can I connect two separate plans?
Asked by Fabienne Pagnier:

I have created a Plan for my Project. I'd like to add a colleague's Plan for their Project in order to have the ability to view all the Plans for Projects in our team.

Is this possible without having to go to Edit Sources and recreating my colleague's Plan?


Answers:
author: Earl McCutcheon
body: Hello [@Fabienne Pagnier](/t5/user/viewprofilepage/user-id/3422404) ,

There is not a way to combine the two separate plans into a single plan without modifying the plan sources. The plan Sources are basically a filter restricting the data displayed in the plan to only the content selected in the source.

Currently there is a Feature that would help you out here but it has only been released to Server at this point and is not yet avaliable for JIra Cloud, The feature is called Programs, which is a collection of Plans grouped together for a higher level view and cross plan tracking. Full Details on the feature for the Server Version of the application can be seen in [this documentation](https://confluence.atlassian.com/jiraportfolioserver/programs-931037964.html).

We are tracking interest in this feature for Jira Cloud at the following link, noting it already has a high vote count and is flagged for future consideration, but Do make sure to add your vote as well to help influence the priority for implementation as covered in the ["Implementation of New Features Policy"](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html) and add yourself as a watcher on the request to get updates on the features status:

* <https://jira.atlassian.com/browse/JPOCLOUD-1767>

Regards,  
Earl

comments: author: Fabienne Pagnier
body: Thanks [@Earl McCutcheon](/t5/user/viewprofilepage/user-id/502460)

I've voted and started watching. Would really appreciate this being available in Cloud.


Tags: advanced-roadmaps

cloud
How do you add issues back into your plan that you removed?
Asked by mike.larma:

In defining a team's roadmap and issue sources, I imported a couple of existing JIRA projects. But - there are a lot of Epics in the backlog that I don't really want to see/use when creating my 3-6 month plan view. After importing the Epics, I removed all but the ones we're using to plan the next 3-6 months.

When we start to plan the next quarter, I'd like to pull those issues back into my plan so the team can see the full backlog for to lay out the next 3-6 months. However I'm not seeing any sort of solution to pull those back into my plan.

Suggestions?


Answers:
author: Earl McCutcheon
body: HI [@mike.larma](/t5/user/viewprofilepage/user-id/3699951) ,

After removing issues from a plan by explicitly flagging them for removal, you can add them back in by editing the issue sources, and any issue that was flagged for removal will be displayed on the "Confirm what's in scope" screen with the checkbox deselected:

![Screen Shot 2020-01-21 at 12.27.51 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/79856i0E5EC985C61125A0/image-dimensions/253x114?v=v2 "Screen Shot 2020-01-21 at 12.27.51 PM.png")

Reselect the issue to add it back to the scope.

This also applies to any release flagged for removal, but ay issue that is in a Release that was removed from the plan will not be displayed unless the Release is re-added first.

Regards,  
Earl

comments: author: mike.larma
body: Thank you, Earl. Very helpful.


Tags: advanced-roadmaps
Automatically update feature status based on completion of user stories
Asked by Matthew Khoury:

Hi community,

I am currently restructuring a projects JIRA set up.

the project consists of multiple scrum teams each with their own board.

What I have done is created a master Kanban board that allows me to track the progress of my features due within the next 3 months.

However, in order to limit the amount of manual updating required, I'd like to create a link between the team boards and the master Kanban board by automatically moving the feature to the next status once all user stories are done.

Example

when all user stories have passed the "test" status, my feature should move into review and when all user stories are in the "done" status my feature should move to done automatically.

is there a way to do this?

Thanks in advance


Answers:
author: Lenin Raj
body: Hi [@Matthew Khoury](/t5/user/viewprofilepage/user-id/3709916)

I am not sure if we there is a built-in way to achieve this. However, I would recommend you to check out this add-on: [https://marketplace.atlassian.com/apps/1215460/automation-for-jira?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1215460/automation-for-jira?hosting=cloud&tab=overview)


Tags: advanced-roadmaps
How do I roll-up target dates from issues?
Asked by Chris Chua:

When rolling up, it seems that the target date is missing on the parent epic/initiative.

That means that I'm unable to see a schedule line for an Initiative despite all its child epics or issues containing target dates.

Am I missing something? Is this behavior by-design?

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/79127i09FD60782769F8AC/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Lith, Sander van
body: Hi Chris Chua,

Have you already found a way to solve this?

I struggle with the same problem.

Thanks, Sander


Tags: advanced-roadmaps
Change workspace owner
Asked by Geoffrey Lenglen:

Hi,

The owner of a free plan workspace has left the company.  
With the new limitation I have to be the owner in order to delete some users who have also left the company.

Thank you a lot for your help,

Geoffrey


Answers:
author: Caity
body: We have some tips for this situation here: <https://support.atlassian.com/trello/docs/changing-the-admins-of-a-workspace-or-board/>
where can i find information about my current plan / subscription?
Asked by Frank Wedel:

Because the billing modalities for Trello are now finally changing, I'm a bit late with cleaning up my boards.  
I am a teacher and had given participants in courses of up to 40 members guest access in Trello to view handouts and follow a curriculum. How can I now continue for free. these people will not actively work with the board, but only want to download or read things.


Answers:
author: Caity
body: Hi [@Frank Wedel](/t5/user/viewprofilepage/user-id/5502038), you can see the current plan for a Workspace by opening the sidebar while you're viewing a board within that Workspace. The current plan will be listed underneath the name of the Workspace.

If all of those guests only need a single board, then you could upgrade the Workspace to Standard and only have to pay for yourself (assuming there are no other Workspace members or guests on multiple boards), or Premium if you want to make those guests "Observers", which is a read-only board member.

If you want to keep it completely free, you could also make the boards public and share them with your students that way, since they don't need to edit the boards, but keep in mind that would allow them to share the board to other people as well just by sending them the URL.


Tags: plan

school