youngmon/atlassian-qna huggingface dataset:
Can we changed Jira Work Management Timeline settings?
Asked by Joanna Bajda:

Hi,

I have a couple of Jira Work Management projects and each of them have a different 'description' under timeline (improvement, bug etc) is there a way to change it?

Another question in [documentation](https://support.atlassian.com/jira-work-management/docs/visualize-your-projects-timeline/#Items-and-subtasks) I can see hierarchical view as drop-down for task and sub-tasks but in my view I can only see task, subtask, bugs one under another without any parent-child indication.

Last one: what settings determinate issue type being created from timeline view?

Joanna


Answers:
author: Ang?lica Luz
body: Hello [@Joanna Bajda](/t5/user/viewprofilepage/user-id/44126),

Thank you for reaching out to the Atlassian Community!

On the Timeline view, the first column will show the Issue type, Issue key, and the Summary, it's not possible to change that. I'm not sure if that's what you meant by the description, if not, please let us know more details.

Regarding the sub-tasks, if it's added to the issue type scheme, it should show a **+** sign next to the ticket to create it.

![Screen Shot 2021-08-02 at 15.49.56.png](https://community.atlassian.com/t5/image/serverpage/image-id/154113i2C65F643CE821569/image-dimensions/243x247?v=v2 "Screen Shot 2021-08-02 at 15.49.56.png")

![Screen Shot 2021-08-02 at 15.50.09.png](https://community.atlassian.com/t5/image/serverpage/image-id/154114i65213FB79EF5352B/image-dimensions/319x178?v=v2 "Screen Shot 2021-08-02 at 15.50.09.png")

To check the scheme, please go to Project settings \> Issue types and confirm if the sub-task is listed there. If not, on this very same page, click on Actions \> Edit issue types and drag and drop the sub-task from the right to the left column \> Save.

Another thing to check is if the sub-tasks are enabled on your site, so go to the Cog icon \> Issues \> Sub-tasks and confirm if it's enabled.
> What settings determinate issue type being created from timeline view?

It's the default issue type set on the issue type scheme. Project settings \> Issue types \> Actions \> Edit issue types \> Default Issue Type.

![Screen Shot 2021-08-02 at 15.58.00.png](https://community.atlassian.com/t5/image/serverpage/image-id/154115iA57E25E2881D53B9/image-dimensions/308x224?v=v2 "Screen Shot 2021-08-02 at 15.58.00.png")

Kind regards,  
Ang?lica


author: John Funk
body: Hi [@Joanna Bajda](/t5/user/viewprofilepage/user-id/44126) - Just checking in on this. Were you able to try some things?

comments: author: Joanna Bajda
body: Hi,

yes it's working fine.
User cannot log into Jira
Asked by Trena Norcia:

How do I resolve this issue? This user needs access:  
![jira error.JPG](/t5/image/serverpage/image-id/152979i3DF86E44E73DCB6F/image-size/large?v=v2&px=999 "jira error.JPG")


Answers:
author: Nic Brough -Adaptavist-
body: Start by trying a different browser, or the current one in "safe" mode with all its extensions turned off.


Tags: cloud
Help me
Asked by Jonathan Contrera:

```
How can I put the qr code, to the inventory, I have entered and I can not do it
```

```
I am trying but I have not found the way, can someone help me
```


Answers:
author: Daniel Ebers
body: A very similar question was asked a day later here:

* **QR code missing from Jira Insight**   
  <https://community.atlassian.com/t5/Jira-Service-Management/QR-code-missing-from-Jira-Insight/qaq-p/1760757>

As over there meanwhile is an answer from Atlassian Team I suggest to focus on the linked thread.


author: Jonathan Contrera
body: hey???


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

Can you be more specific. What is the exact name of the field? What kind of field is it? Is it a custom field? What is not working with it?

comments: author: Jonathan Contrera
body: Thanks for the quick response, right now im using Jira Insight and im trying to set up a project that allows me to add devices and print label for each device, right now im following the instructions bellow but i can't seem to find any of those options, right now i tried going to objetc schemas-configure but there is no label option there and i also tried to look into each object to see if the qr code appears.

Mindville Documentation

<https://documentation.mindville.com/display/INSCLOUD/How+to+print+QR+code+for+multiple+objects>

Jira Documentation

<https://confluence.atlassian.com/servicemanagementserver/printing-labels-and-qr-codes-1044784575.html>

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/152980iF2206048D586884C/image-size/large?v=v2&px=999 "image.png")![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/152981i91CCB87D97740557/image-size/large?v=v2&px=999 "image.png")Best reagads


Tags: cloud
How to use the 'sync tasks across projects' feature
Asked by Amanda Ward:

I saw this on the features page but can't figure out how to do it. Thanks!![Screen Shot 2021-07-26 at 10.25.53 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/152956iA66AAF178EE10166/image-size/large?v=v2&px=999 "Screen Shot 2021-07-26 at 10.25.53 AM.png")


Answers:
author: Daniel Ebers
body: Hi [@Amanda Ward](/t5/user/viewprofilepage/user-id/1377690)

first of all please note I only can come up with an assumption - maybe somebody else can chime in later...

Marking tasks as duplicate could mean using issue linking on it. It works no different than in Jira Software, for example.

![grafik.png](https://community.atlassian.com/t5/image/serverpage/image-id/153781i8C7A052F427B75B7/image-size/large?v=v2&px=999 "grafik.png")

You can see an issue in Jira Work Management that is linked to a "duplicate" issue in Jira Software.

As the title said "Sync tasks across projects" it also could mean you can improve your process using Automation:  
<https://www.atlassian.com/software/jira/features/automation>

Automation is also available for Jira Work Management.

Regards,  
Daniel

comments: author: Amanda Ward
body: Thanks Daniel. I was hoping it was something more robust, but that's cool.


author: John Funk
body: Hi Amanda,

Can you be more specific about how you got to that page? Are you sure this is a Jira Work Management/Business project?

comments: author: Amanda Ward
body: Hi John,

It's here on the Atlassian home page under features for JWM: <https://www.atlassian.com/software/jira/work-management/features>
I created a simple workflow, using a graphic interface. I don't see a tab to view the interface.
Asked by Phil Bustin:

A few weeks after I created the workflow, I don't see a tab to enter the graphic interface to make changes to the workflow.


Answers:
author: Nic Brough -Adaptavist-
body: Go to admin -\> issues -\> workflows and find your workflow, there will be an edit button next to it. If this takes you to a text/list based view of the workflow, look above it slightly for the "diagram" view.


Tags: cloud
what's the difference between an initiative and a theme?
Asked by Chethana Harve:

Initiative is defined as a hierarchy- epics \& stories roll up into it. A Theme also sounds similar as a business objective that multiple epics/stories map into. When is a Theme recommended to be used versus an Initiative.


Answers:
author: Aswin Achuthan
body: Themes can be used to categorize work across the organization, while initiatives are collection of Epics  
For example: In Car manufacturing company, themes can be Manufacturing, Designing, QA etc..  
Also, we can use these themes to target certain percentage of overall work (Tracked under Reports in Portfolio)

Check this : [Epics, Stories, Themes and Initiatives](https://www.atlassian.com/agile/project-management/epics-stories-themes)


author: Antonio Jones
body: Here's a better description.

<https://www.youtube.com/watch?v=r3RzrqE6v8g>


Tags: advanced-roadmaps
how many specific bugs per userstory
Asked by Niek van Elck:

I want to show my team the number of bugs raised on userstory's at the end of a sprint.

Is there a way to make this visible?

The reason I want this is is to help the team to move towards First Time Right.


Answers:
author: Scott Theus
body: Hi Nick,

Do you currently link the bugs to the user story with the Linked Issue field? If you link the issues and mark the bug to show "causes" that should allow you to create a filter using the linkedissues() clause. (<https://confluence.atlassian.com/jirasoftwarecloud/advanced-searching-functions-reference-764478342.html>)

Hope this helps get you started.

-Scott

comments: author: Niek van Elck
body: Hi Scott,

tnx 4 answering. We don't create bugs but specific bugs on the story's. Only when we find bugs that are difficult to relate to the story's at hand we create bugs.


author: Scott Theus
body: Hi Niek,

I don't think bugs created during the sprint will have the Sprint field populated; I'd assume that the field is only populated when the bug is added to a sprint. Since you want to show all the bugs reported during the sprint you may need to add a Label to the issue with the name of the sprint it was reported under and filter on that.

-Scott


Tags: advanced-roadmaps
How do I associate a Team with a Board in Portfolio for JIRA?
Asked by Carl Bradbury:

I have created a Plan in Portfolio which contains multiple Projects (lets say A,B,C,D,E and F) and have created two scrum Boards which cover one or more projects (e.g. Board1 covers A,B,C and Board2 covers D,E,F). I then created two teams (Team1, Team2) and I want to associate the teams with the respective boards.

When I go to set up the teams in Portfolio there is a drop-down that says "No associated projects or boards". However, when I click on the drop-down it only offers me a list of Projects but not boards, and it only allows the selection of one project.

How can I associate my teams to boards, rather than being forced to have one team per project?


Answers:
author: Rik de Valk
body: Hi Carl, To link boards to teams you must add the Boards as Issue Source. So it is not sufficient to have the projects as Issue Sources. The reason is that some data (sprints, velocity) is linked to Boards, not projects. So have you added the Boards as issue sources in you Plan Configuration?

comments: author: Carl Bradbury
body: Thank you, Rik! That solved my issue.


Tags: advanced-roadmaps
Target dates of programs on jira portfolio
Asked by Amin Pazhohesh:

Hi

We need to have target dates on schedule view of program in jira portfolio

please help

thanks


Answers:
author: Earl McCutcheon
body: Hello,

In the upper right of the plan next to calculate, use the drop down to switch from **Schedule** to **Target Schedule**.

Details on configuring this is covered in [This Document](https://confluence.atlassian.com/jiraportfolioserver/adding-target-dates-868977194.html)

Regards,

Earl

comments: author: Amin Pazhohesh
body: hello earl

I want to see target dates on schedule view of ++**program**++ not plan

Regards,

Amin


Tags: advanced-roadmaps
can't install portfolio for jira
Asked by Admin RealJaJa [Administrator]:

Hi,

I loged into my admin account, but i couldn't download portfolio for jira. The message shows that they couldn' find out which site i am using. I am sure we have a site using now, what can i do next?


Answers:
author: Kamal Hami-Eddine
body: Same issue here on Cloud... To be more precise, it says that installation had some issue. try again later. I've been trying for 3 days :)

comments: author: Shawn Masters
body: Normally that is due to an issue with the vendor. IF you raise a support ticket with Portfolio they should get back to you relatively quickly.


author: Shawn Masters
body: Server or Cloud?


Tags: advanced-roadmaps
Do Jira estimates go into Portfolio plans?
Asked by Hugh Guynn:

I'm using Jira Cloud and Portfolio. My estimates in Jira (in days) are not coming into Portfolio. My Portfolio plan does have Skills, which are not represented in Jira, but I would still expect the overall estimates to go into the Portfolio plan.


Answers:
author: Shawn Masters
body: The estimates in our system roll into portfolio. If the estimates are not present they can be added via portfolio


Tags: advanced-roadmaps
Can I assign skills to people directly in Jira or in Portfolio for Jira?
Asked by vmuse:

For our company there are a few senior engineers with very specific skill sets that are required across teams. In allocating resources, I need visibility to which people irregardless of current project teams they are working on currently have the specific skill sets required for new projects being planned. Does Jira or Portfolio allow users to assign skill competencies to people as well as to projects?


Answers:
author: Phil Merricks
body: Portfolio does, but it's a bit janky.


Tags: advanced-roadmaps

skill
Incomptible with product license (different user numbers)
Asked by Tristan Picot:

Hello,  
I've just download and installed Portfolio plugin for 10 users.  
Nevertheless my Jira license is available for 100+ users.  
I cannot run the plugin :"Incomptible with product license (different user numbers)" but i only need it for 10 users.  
How can i manage that ?  
Thanks,  
Tristan


Answers:
author: Nic Brough -Adaptavist-
body: Apps such as Portfolio have to be licenced at the same level as the (highest tier) Application they are added to.

You have 100++ Jira user licence, therefore you need a 100+ Portfolio licence


Tags: advanced-roadmaps
Is it possible to add items to Portfolio that are not JIRA issue types?
Asked by Simone Biver-LeBlanc:

Can Portfolio only visualize items that come from JIRA? I would like to create a plan with different scenarios of future items to work on, that are not clearly defined, or that are in a brainstorming phase. I do not want to create JIRA initiatives/epics/stories yet, since they might evaporate or change considerably as we plan.

So far I have seen that anything I want to pull into Portfolio needs to exist in JIRA, or needs be be created ad hoc at least.

Has anyone experience with this? Thanks


Answers:
author: Gabriel Muller
body: Hello Simone,

In fact, you can create issues from inside Portfolio. **The issues will only be created in Jira when you commit the changes**. If you want to plan first in Portfolio, you can just create the issues in Portfolio and do not commit. If you want to cancel, just rever the changes or exclude from the plan and the issues wont be created in Jira.

See this example I've made

<https://cl.ly/263H0E3e1x1g/Screen%20Recording%202018-05-23%20at%2002.17%20PM.gif>

Hope this helps.

comments: author: Simone Biver-LeBlanc
body: Hi Gabriel, thank you for your answer and the example you showed. It answers my question perfectly!


Tags: advanced-roadmaps
Is there a "capacity view" for all the plans/programs in just one place?
Asked by Liandro Rossini:

We need to take a look to the big picture, to understand how is our overall allocation.

Is there any way to see/export this?


Answers:
author: Shawn Masters
body: We have multiple platforms supported and had this same request. The PMs ended up getting together and building a Singular Portfolio to cover the year....this seems to have appeased the higher ups who were requesting this info.

So now they have individual Portfolios they manage, and the Directors maintain an Overview portfolio that covers the year.

comments: author: Liandro Rossini
body: Thanks for the reply Shawn.

We've ended up creating some views directly from the database to group the information as we need.


Tags: advanced-roadmaps
Let Team Members set their availability
Asked by kyle.phillips:

Is there a way for each team member to set their availability or hours? I don't want to have to collect hours from each person and then enter them manually. I would like to be able to instruct all members of the teams to go in and enter their hours.


Answers:
author: joshloe
body: If you would like for your team members to set their own availability in portfolio, you can go to the **Portfolio Administration** \>\> **Portfolio Permissions** and there you can set which group has access to manage the shared team (although there is no functionality to just allow team members to **just** manage their own weekly hours but does allow them to set their hours along with the rest of the team).

Once they have this permission they can then click on **Portfolio** \>\> **Manage Shared Teams** click on the relevant team and then click on their own name and set their global availability and team availability there.  

Please be aware this will allow access to all shared teams, there is no granular permission to restrict this to only the teams they're in.

- Josh Loe


Tags: advanced-roadmaps
How can I prevent issues from being moved out of portfolio?
Asked by alexaadkins:

For whatever reason, any time an issue is marked as 'in progress' or 'closed', it gets taken out of my portfolio.


Answers:
author: Alana Fernando
body: [@alexaadkins](/t5/user/viewprofilepage/user-id/1402327) , Are you using a filter as source of your plan?

It could be due to the filter you are using in your portfolio plan. if your filter avoids in-progress and closed statuses in some point this will affects your portfolio plan as well.

can you please share the filter , If you are using a filter as plan source ?


Tags: advanced-roadmaps
Capacity of shared teams is not split between plans - so what is the purpose of shared teams?
Asked by Kosh Sarkar:

What is the point of having shared teams? I don't think they serve any definitive purpose and for that reason, I wouldn't recommend to use it, but please let me know if I'm missing something.

First of all, lets say I have a shared team with developer A and developer B in it, both of which have 40hrs weekly hours. Now lets say I have 2 plans - Plan A and and Plan B.   
I can add the shared team to both plans, and in each of the plans, both dev A and B have 40hrs available per week. But now if both plans run at the same time, Portfolio treats it as if each dev has 80 hrs available, and doesn't flag anything.

So let's say both plans involve work that will be done at the same time, and dev A and B both are allocated to them (via the shared team) because they can switch back and forth between the two plans. But lets say for now I want dev A working on plan A and dev B working on plan B.

So for plan A, I keep dev A at 40 hours and set dev B to 0 hours.

And for plan B, I keep dev B at 40 hours and set dev A to 0 hours.

But the moment I commit these changes, they get reflected across all plans, so really whichever commit I end up doing last is what ends up being allocated globally. In this case, if I updated plan B last, dev B will have 40 while A will be 0, for both plans.

Ok, so purpose of shared teams is not to share hours where reducing hours in one plan can allow increasing hours in another plan. Or if you have 40hrs in each plan, then you're essentially overbooking that developer. But Portfolio doesn't see it this way.

Ok then maybe the purpose of shared teams is to specify vacation, exceptions, general hours of availability. But you can do this from the 'People' tab anyway (under the 'Managed shared teams' section).

So why use shared teams at all when you can't really share a team across plans without overbooking members, and you can configure availability via the People tab?


Answers:
author: Kosh Sarkar
body: Also just want to say that a similar question has been raised on this forum before in the following links, but most if not all, don't have a definitive answer and I'm sure confusion still exists:

<https://community.atlassian.com/t5/Portfolio-for-Jira-questions/Capacity-of-shared-team/qaq-p/713135>

<https://community.atlassian.com/t5/Portfolio-for-Jira-discussions/Shared-Teams-not-working-across-two-different-plans-for-capacity/td-p/692255>

<https://community.atlassian.com/t5/Portfolio-for-Jira-questions/Why-does-shared-teams-not-cut-across-two-plans-for-capacity/qaq-p/692256>

<https://community.atlassian.com/t5/Jira-questions/Workload-of-shared-teams-been-considered-across-multiple-plans/qaq-p/581626>


Tags: advanced-roadmaps
what's the best way to calculate a buffer
Asked by FlipThisHouse2:

I would like to put 10% buffer in my schedule (without creating a fake story) what's the best way to do it?


Answers:
author: shafqat
body: Hi Mike,

The best way to accomplish this would be to reduce your team's velocity by 10%. This would make your schedule take 10% longer.

Let us know if this would work for you.

Kind Regards,

The Portfolio for Jira Team


Tags: advanced-roadmaps
Filter by Team in target schedule
Asked by Natasha Denny:

I've put together a portfolio plan with rough estimates in the story point column for epics. I want to now set this as a target plan, and remove the story points so I can track delivery towards the target plan.

However, I still want to be able to view the target schedule filtered by team. It doesn't give me this option...


Answers:
author: shafqat
body: Hi Natasha,

You could try applying the "Team" filter on your plan. It should be located to the right of the release filter.

Let us know if that helps.

Kind Regards,

The Portfolio for Jira Team


Tags: advanced-roadmaps
On 8th April, free Workspaces will be limited to 10 collaborators.
Asked by rudiatulhikmah:

Hi, May I know whether this information is legit or not?

Evaluate Current Boards: Review your existing boards to identify which ones have more than 10 collaborators. These boards will be affected by the new limit if they are created after April 8, 2024, and are on the Free plan.

Existing Boards: Boards that were created before April 8, 2024, and have more than 10 collaborators will not be affected by the new collaborator limit. They can continue to have more than 10 collaborators on the Free plan.

So, both points are true but refer to different scenarios:

Boards created before the deadline with more than 10 collaborators are not impacted.

Boards created after the deadline with more than 10 collaborators will be affected by the new limit on the Free plan.

can you justify the above information is correct or not and what is the price to upgrade for each tier and what is the different and limitation between the three tier which is standard,premium and enterprise?


Answers:
author: Ste Wright
body: Hi [@rudiatulhikmah](/t5/user/viewprofilepage/user-id/5446870)

Where did you get this information from?

According to [this blog](https://www.atlassian.com/blog/trello/new-collaborator-limits), the behaviour will be:

*
  > Starting **April 8, 2024**: If your free Trello Workspace already has 10 or more collaborators, you won't be able to add new collaborators to the Workspace, unless you upgrade your plan or reduce the number of collaborators to below the limit.
*
  > Starting **May 20, 2024**: If your free Trello Workspace has more than 10 collaborators, the boards in this Workspace will become view-only. You'll be able to see all the boards in the Workspace but won't be able to make changes, unless you upgrade your plan or reduce the number of collaborators to below the limit.

---

In terms of pricing and features in paid plans, you can see information for that here: <https://trello.com/pricing>

You can also get a price estimate from within your Trello Workspace:

1. Go to Trello's homepage
2. On the left-hand side, open the settings options next to your Workspace ("v" icon)
3. Select *Settings*
4. Next, on the left-hand side select *Workspace settings \> Upgrade workspace*
5. Scroll to the bottom of each list; this will provide you pricing estimates (aside from Enterprise, you need to contact sales for this. There's a button on this screen to do that).

Ste