youngmon/atlassian-qna huggingface dataset:
Can you create a different workflow for subtasks?
Asked by Heather Watkins:

My project board doesn't require the same workflow as sub-tasks in a few instances. I would like to included "published" in only the sub-task and also have only the sub-task "publish date" shown on the issues calendar. Is this possible and how do I go about setting it up?


Answers:
author: John Funk
body: Hi Heather - Welcome to the Atlassian Community!

I am not completely following your question. A board will not work for a Jira Work Management project currently if the Workflow Scheme uses multiple workflows (one for Task for example and a different one for Sub-tasks).

And I don't know what you are referring to about "published". Published as it relates to workflows is when you save the workflow and place it into production. There is not date associated with it that shows up on a board or a calendar.


author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

The easiest way to do this is probably to find the workflow you are currently using, go to Admin -\> Issues -\> Workflows, copy it, edit it, adding in your new status, then go to the project's "workflow scheme" and edit that, linking your new workflow to sub-tasks.

For the issues calendar, you need to be using one that will allow you to select only sub-tasks for display.


Tags: cloud
Adding Initiative to a NextGen Scrum Project
Asked by Andy Eunson:

I'm trying to setup the initiative issue type for a **NextGen Scrum** project. The directions here don't reflect what I see in the cloud version. There's no association of the Issue Type Schema to a project.   

<https://confluence.atlassian.com/jiraportfoliocloud/how-to-add-a-new-initiative-level-to-a-jira-project-941618929.html>

I have 5 different projects that were all just created as NextGen Scrum. When I go into 'associate' below (just something I tried) it says there are no projects to associate.  

![Jira1.png](/t5/image/serverpage/image-id/53013i7C4B8D28909C1887/image-size/large?v=v2&px=999 "Jira1.png")


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

Thank you for the details provided.  
Currently, Portfolio does not support next-gen projects, so the documentation is applied only to Classic projects.  
We have a feature request suggesting Portfolio to support next-gen:  
- <https://jira.atlassian.com/browse/JPOCLOUD-7553>

To create new issue types for next-gen, please go to the next-gen Project settings \> Issue types.  
As it's independent projects, any issue types created outside the project, won't be available for next-gen.

Regards,  
Ang?lica


Tags: advanced-roadmaps
Why would all capacity story points going to one team member
Asked by Amy Luzetski:

Capacity Settings are: Global and grouped by person.

I am the project coordinator for a Creative Service group and we use Jira cloud to track our teams workload and tasks. Tickets get assigned to the persons who will be designing the work and story points are used to track 'hours' the designers need to completing the work. I use Portfolio to track the team's individual capacity to make sure that no one is getting overloaded.

Velocity points in our team are the number of hours the team is available during our 2 week sprints.

Here is my problem: I hit calculate today and all of the storypoints jumped to one individual team member and the rest of the team shows no work. Why would this happen? It has been working great this whole time, was there an update?


Answers:
author: Earl McCutcheon
body: Hello Amy,

This question was addressed by one of our portfolio developers that designed this functionality in the following post in really great detail noting a workaround and a link to the feature request to improve this functionality:

* <https://community.atlassian.com/t5/Portfolio-for-Jira-questions/Why-does-Portfolio-for-Jira-not-use-all-my-team-members-to-equal/qaq-p/715174>

The feature linked in his post is for the Server version of the app but the corresponding Cloud feature request can be found at the following link, and lease make sure to add a vote to help us track interest in the feature:

* <https://jira.atlassian.com/browse/JPOCLOUD-7585>

Check it out and let us know if you have any follow up questions.

Regards,  
Earl

comments: author: Amy Luzetski
body: Thanks! Super random, it seem to have fixed itself over night. Still not sure why it went wonky but Thank you for all of the great resources.


Tags: advanced-roadmaps
Will deleting a plan to remove it from my recent plans remove it across the board or just my view?
Asked by Erika Munsch:

My company i splaying around with Portfolio. As we've evolved so have the portfolio links that were shared with us. Under Portfolio\>recent Plans I want to remove the ones that are not applicable for me. In the actual plan I can delete it. Will that delete just from my view of everywhere?


Answers:
author: samrobertsofficial
body: Deleting a plan will delete it for everyone. This won't delete the issues in Jira but it sounds like this isn't what you want to do.

The "recent plans" will show your most recently visited plans. There's no way to "delete" these from the list, but they could be replaced by viewing other plans.

Hope this helps.


Tags: advanced-roadmaps
Unable to commit the item's team and members/issue assignee!
Asked by Massimo Carucci:

Hi, Today I get a "*Unable to commit the item's team and members / issue assignee*" warning when I try to commit an assignee change to portfolio.

the "Commit Option", in configuration, is set to On.

On Any suggestions? I have not found any documentation regarding this warning.

Thanks


Answers:
author: David Sumich
body: I am having the same issue for only one member of a shared team. All other members take the commits fine.


author: Mitch Coler
body: I am also having the same warning coming up but cannot find any documentation either. Does anyone have anymore info on this?


Tags: advanced-roadmaps
New Experience - Auto Schedule - prevent update to sprint?
Asked by Sam Martin:

Hi,

I have a recurring issue when using auto schedule.

There's no way I can see of stopping PF auto assigning a sprint.

The issue I'm having is that PF is assigning backlog items into teams' active sprints.

Why is this? how do you stop it?

Thanks

Sam


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

I saw that you created a ticket with our support related to the same question, so to avoid any possible misunderstandings or miscommunication that may arise from discussing the same matter in two different platforms, let's focus on the ticket instead.  
Feel free to add the resolution here once the ticket is resolved to help other customers that may face the same issue.

Regards,  
Ang?lica


Tags: advanced-roadmaps
How do you show % complete by release in JIRA Portfolio
Asked by Natalie Humphreys:

I am trying to get a % of where we are at with Release A. I can get a % of where we are with each epic, but I don't see a % of the release as a whole. Does portfolio show you a % complete by Release?


Answers:
author: Earl McCutcheon
body: Hi Natalie,

Similar to the epic progress bar that can be added as a column in the scope view of a plan, you can see the progress bar for the releases in the release report, as covered in ["Using the releases report"](https://confluence.atlassian.com/jiraportfoliocloud/using-the-releases-report-828785336.html).

However selecting the Release does not show a % complete similar to the Epic Progress does from the scope pane when you click on the progress bar field. To dig further into the release itself you can select the "View Version" link from releases page:

![Screen Shot 2019-04-30 at 10.57.51 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/53115i758647DDBA5B4DFB/image-dimensions/501x132?v=v2 "Screen Shot 2019-04-30 at 10.57.51 AM.png")

This will take you to the release page for the release details as covered in ["Using the release page to check the progress of a version"](https://confluence.atlassian.com/jirasoftwarecloud/using-the-release-page-to-check-the-progress-of-a-version-764478141.html)

Regards,  
Earl


Tags: advanced-roadmaps

done

release
Jira Portfolio - Assigning team member in plan to task does not update assignee in board
Asked by Jonas De Clerck:

Hi All,

I created one project with some epics and tasks. I also create a Plan, which imports the epics and tasks from the project scrum board.

I now want to assign team members via the Plan. If i commit my changes, the assignee on the task in the project is not updated.

I always get a warning when committing my changes in the plan: "Unable to commit the item's members/issue assignee."

The setting "Issue assignee import level" = "subtask"  
The setting "Commit issue assignee" = "On"

Any ideas? :)


Answers:
author: Andrea Mendez
body: Hi Jonas!   
The first thing that comes to my mind is do you have assign issues permission on the project from where the subtask is? Or does the user you want to assign has the assignable user permission? If any of these is the case the just change the permissions.  
Hope this helps :)

comments: author: Jonas De Clerck
body: Hi Andrea!

I'm an administrator, so i have the assign issues permission. I just checked for the user that i want to assign. This user has the "assignable user" permission on the project.

So permissions are OK i guess ...


author: Andrea Mendez
body: I found another community questions that might help you:  
- <https://community.atlassian.com/t5/Portfolio-for-Jira-questions/How-to-force-Portfolio-for-Jira-to-assign-a-user-to-Jira-board/qaq-p/644399>

- <https://community.atlassian.com/t5/Answers-Developer-Questions/Portfolio-assign-to-calculated-user-but-does-not-commit-to/qaq-p/536042>


author: Jonas De Clerck
body: Thank you Andrea. But also this doesn't help :(

I added one team member manually, but I get the same warning :(


Tags: advanced-roadmaps
In Portfolio When making changes to my team hours and adding resources schedule does not change
Asked by Natalie Humphreys:

I am making changes to my team and weekly hours in JIRA Portfolio and my schedule does not change. What am I missing!?

* Scrum project/2 week iterations
* Using hours (not story points)
* I have 7 team members assigned to my project
* Only 5 team members take on actual work - at 35 hours a week

\*\*Using the latest portfolio version

Questions

1. On the Team Page: When assigning my team weekly hours - do I only add 35 hours for one week and it calculates that we are doing two week sprints? Or should I add 70 hours to account for two weeks?
2. I tried to add more hours to my team work load, I added virtual team members, and it seems to not change my schedule at all. Could this be because of dependencies, we do have some?
3. I also went into each individual team member under their name and added any exceptions, if they would be on Holiday or Having PTO, does the schedule take that into consideration?


Answers:
author: Lewis Cook
body: Hi Natalie,

Dunno if you've found the answer elsewhere yet.

Your questions as I understand it:

1. Its weekly hours so reference that
2. I think this is more likely to be linked to your iteration length and velocity settings for the team
3. Yes the schedule should factor in exceptions that you add

You may also want to check your plan settings for the following:

* Planning unit
* Sprint length\*
* Default velocity\*
* Working hours and days

\*I think the teams settings on these will override the plans. Although i'm unsure.

Since you haven't mentioned the sprint cadence portfolio will just think you have a less efficient team delivering the same amount of story points. I generally work on an 80% efficiency model so in theory if you went simplistically as 1 story point = 1 day. Each team member you add should = 8 points of cadence and that way your schedule should scale accordingly.

Hopefully helps!

Thanks

Lewis


Tags: advanced-roadmaps
How to cancel release auto-suggestion
Asked by Michael Kogan:

Dear community,

In my plan Portfolio automatically suggests releases for epics that are not assigned to any release. It is indicated by light blue background in the cells of "Releases" column in Scope view.

Is there a way to cancel the auto-suggestion and to force Portfolio to leave the cells blank?

Thanks in advance


Answers:
author: Tarun Sapra
body: Hello [@Michael Kogan](/t5/user/viewprofilepage/user-id/1169842)

It seems what you require is an open suggestion and currently not implemented.

<https://jira.atlassian.com/browse/JPOSERVER-2064>

Configure whether to automatically assign release to issues without fix version {#toc-hId--1439426498}
------------------------------------------------------------------------------------------------------

comments: author: Tarun Sapra
body: And here's a work-around which you can try (though not sure if it will work at epic level)

<https://community.atlassian.com/t5/Portfolio-for-Jira-questions/How-to-stop-the-auto-assignment-of-issues-to-releases/qaq-p/812519>


Tags: advanced-roadmaps
Auto Scheduling in New Improved Interface for Portfolio?
Asked by luis.carless1:

This question relates to this article:

<https://confluence.atlassian.com/jiraportfolioserver/auto-scheduling-issues-967895245.html>

It mentions around using 'Auto-schedule' and a button should be present above the timeline. However, my view does not have said button and I have searched high \& low but cannot find a thing?!

As you can see, this is the view I have:

![PortfolioImproved.PNG](/t5/image/serverpage/image-id/52313i4DBEC675C34B7DAC/image-size/large?v=v2&px=999 "PortfolioImproved.PNG")


Answers:
author: Tarun Sapra
body: Hello [@luis.carless1](/t5/user/viewprofilepage/user-id/2728284)

Which version of Jira portfolio server are you using?

comments: author: luis.carless1
body: Hi! To be honest I'm not sure, I would assume v3.0 or newer? The new planning experience seems to be something we can try on our version and looks like I can go back to the old view should I wish, if that helps?


author: Tarun Sapra
body: The auto-schedule button has been released in the latest version of Jira portfolio i.e. 3.0

<https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-3-0-release-notes-967885175.html>

*The improved interface lets you do more than manually schedule issues. You can auto-schedule the issues in your plan, to construct a roadmap in a matter of seconds.*


author: luis.carless1
body: Okay thanks, but does the new enhanced Portfolio view exist for JIRA Portfolio versions before v3.0?


author: Tarun Sapra
body: "but does the new enhanced Portfolio view exist for JIRA Portfolio versions before v3.0?"

No, the new UI is only for portfolio version 3.0 and onward.


author: Thomas
body: The new panning experience has been available as early as Portfolio for Jira 2.18 as part of an early access program which is what you are looking at. I'd strongly recommend updating your Portfolio app to get the most of the new experience!

Cheers,

Thomas


author: luis.carless1
body: Thanks for clarifying, will look into it!


author: Tarun Sapra
body: Hello [@luis.carless1](/t5/user/viewprofilepage/user-id/2728284)

If answer helped you, please accept/upvote so that other users are helped as well.


Tags: advanced-roadmaps
I want to create a plan that shows all of my plans in one view.
Asked by Tami Thomas:

This would be a plan that would be used by our CIO and IT Leaders for an overview of all of the work IT is involved in. I get the 'combined' plan created, but epics from only 1 plan are showing up. What am I missing?


Answers:
author: Earl McCutcheon
body: Hi Tami,

Rather than creating a plan to display this information and duplicating the data across multiple plans you can combine the plans into a high level overview by creating a program and adding the various plans to the program.

Additional details on programs can be seen here:

* <https://confluence.atlassian.com/jiraportfolioserver/programs-931037964.html>

Regards,  
Earl


Tags: advanced-roadmaps
How change epic rank directly (without drag & dropping)
Asked by Michael Kogan:

Dear community,

My portfolio plan has hundreds of epics. It is extremely tedious to prioritize by dragging and dropping. Is there a way to directly change an epic's order/rank?

Thanks in advance


Answers:
author: samrobertsofficial
body: Hi [@Michael Kogan](/t5/user/viewprofilepage/user-id/1169842) , at the moment we don't have a faster way of doing this. It's a known problem and we're working on a solution (basically adding a 'rank' option to the bulk actions). However I can't say exactly which release of Portfolio will include this.

At the moment the options we were thinking of adding are:

* Top of plan
* Bottom of plan
* Above specific issue (choose issue)
* Below specific issue (choose issue)

Would this work with your needs?

comments: author: Michael Kogan
body: Hi [@samrobertsofficial](/t5/user/viewprofilepage/user-id/1116850) ,

The options above will work, although it would be even better if there will be an option to explicitly set the rank value (that would be equivalent to the "Above specific issue" option with the issue which had that rank).

Analyzing our methodology a bit more we have come to the conclusion that the root cause of the reason for which we need effective rank editing is the fact that Portfolio changes the rank uncontrollably, contrary to what one might expect. I think this happens due to automatic release suggestion feature, but it is annoying. I would expect that the only way to change rank is by user, explicitly (or by Calculate button at the very least). Today Portfolio changes the order as it pleases. Is there a way to disable auto-suggestions?

Thanks,

Michael


author: Juan S Olivera
body: Hello, I have to say I have the same issue. Trying to use Advanced Roadmap "Auto-Schedule", but for that to work properly I have to have all my EPICs ranked in order. I have almost a hundred at the moment to joggle, so moving one at a time is extremely long. In "Timeline" or Advanced Roadmap, it would be ideal to be able to "multiple select" and then move above or below a certain issue.


author: Mirek
body: I use this way when I have huge backlog. I create few future sprints call them as you want .. I name them .. "Important", "Not important", "Clean" .. etc. and then instead of drag and drop simply right click on the issue and choose "Send to" .. and click on the name of the temporary sprint that you created. After ranking simply remove (or keep if you want) those future sprints and you are done.

Ps. Please keep in mind that you can select and move multiple issues. That should be a lot of faster than drag and drop.

comments: author: Michael Kogan
body: Mirek, I was talking about Portfolio for Jira - you are probably talking about Jira Agile. In Portfolio there is no way to create sprints.


author: Mirek
body: Yes, I missed that part somehow that it is for portfolio.. I read to fast sometimes :( .. Anyway I would get back to you if I found anything for you specific problem.


Tags: advanced-roadmaps
Why don't issues in my schedule view start before the current time indicator?
Asked by Matt Sambell:

Hi. Issues in my Jira Portfolio schedule view only seem to start on the current day - they are automatically adjusting to start on the current day. I presume this is caused by the 'scheduled start' mechanism.

We're running kanban. The issues have estimates and progress - child issues completed and time logged in the past.

I've seen in Jira Portfolio tutorial videos (such as this one: <https://www.youtube.com/watch?v=LexaHkZls3g>), issues starting prior to the current date indicator. Also see the screenshot below, which is from the video I've shared...

![schedule view.png](/t5/image/serverpage/image-id/52029iD5890AFDAD4B1C03/image-size/large?v=v2&px=999 "schedule view.png")

Why do my issues continue to adjust their start dates to today's date, in Portfolio's schedule view? I'm hoping that issue progress is shown on the schedule/timeline view.

I hope I make sense.

Thanks.

EDIT:

I think my understanding of the timeline's concept has been flawed. I've now realised that the reason my issues always start "today" is because the view is showing remaining time \& effort for the unresolved issues.

Still, I'm confused as to how the screenshot from the tutorial video shows issues in the past on the timeline. Hmmm.


Answers:
author: Matt Sambell
body: I think I've worked it out. My understanding of the timeline's concept was flawed. I've now realised that the reason my issues always start "today" is because the plan is for remaining/unresolved issues.


Tags: advanced-roadmaps
Can you re-use Tempo teams in Portfolio teams?
Asked by Karin de Beer:

We already have Tempo teams setup and these users are already assigned to portfolios. We are implementing JIRA Portfolio but it is required to setup new teams. Can one re-use the Tempo teams in Portfolio teams, to reduce management and syncing between teams?


Answers:
author: Scott Torbert
body: I did ask the same thing when I was starting.

Right now, there is no integration between Tempo and Portfolio teams.


author: Ye Fung Tchen
body: Hey,

trying to find a solution for the same setup on data center. I used ScriptRunner to create listeners with this <https://bormueller.com/2020/12/12/sync-tempo-with-advanced-roadmaps/>

At the moment I can create teams in tempo or AR but if I add users or change something it won't update .. maybe someone could try this as well and maybe we can exchange informations on that.

Kind regards


author: Filip ?kledar
body: Did anyone find a solution for this issue?

comments: author: Marko Slijep?evi?
body: No.


author: Einhorn, Dourget
body: Specially I expect to use teams that are defined in tempo as shared teams in portfolio for jira. What should I do to enforce it?


Tags: advanced-roadmaps
I don't see Backlog and initiative options on my Plan
Asked by Madhu Mullangi:

I am new to this add on and using 3.0.0 version.

I have created a plan using projects. I have not seen backlog and initiative options in my plan.

also I am not clear in Integrating the teams, Time on the plan..as I see in the tutorial.

Attached the view of my plan.

Thanks in advance.![Plan View.PNG](/t5/image/serverpage/image-id/51941i42315B2D6766245A/image-size/large?v=v2&px=999 "Plan View.PNG")


Answers:
author: Tarun Sapra
body: Hello [@Madhu Mullangi](/t5/user/viewprofilepage/user-id/2846519)

On the top in the image attached by you, there is hierarchy option, where you have choosen story, you can choose epic,initiative as well from there if it's configured in the porfolio global hierarchy configuration.

comments: author: Madhu Mullangi
body: Hi [@Tarun Sapra](/t5/user/viewprofilepage/user-id/781576)

I only have Epic, story , Sub-task Options available..there.

And how to use teams in aloting the work.

Let me tell my requirement first..

I have 5 issues where 4th , 5th issues are depended on 2nd issue.

Those 5 issues will be assigned to the Team..Users can start working on 4th issue only after the completion of 2nd issue..

And is there any rule that if I add Target start and Target End then User cannot work on that issue..

Thanks in advance..


Tags: advanced-roadmaps