youngmon/atlassian-qna huggingface dataset:
Is this roadmap view available in Portfolio for Jia Cloud version?
Asked by calvin:

Is the following view with calendar and dependencies available for the Portfolio Cloud version? I can't find this view.

![Screen Shot 2019-08-05 at 2.57.47 PM.png](/t5/image/serverpage/image-id/62450iCF83113E011732FB/image-size/large?v=v2&px=999 "Screen Shot 2019-08-05 at 2.57.47 PM.png")


Answers:
author: Earl McCutcheon
body: Hi Calvin,

At this time no, the New planning experience is only avaliable in Jira Server.

However, this is discussed in a bit more detail in the comments on the following Portfolio 3.0 announcement discussion for the release of the Server/DC platform Versions, but we do have some major upcoming changes for the cloud platform and portfolio to address this but there is not any ETA or outline of any the features coming about with the updates yet, but portfolio is going to be updated and bundled into [Jira Software Premium](https://www.atlassian.com/software/jira/premium?_ga=2.261137028.866860825.1565144963-1103781373.1562788964&_gac=1.217953508.1563163708.Cj0KCQjwpavpBRDQARIsAPfTwixUi5Asm7hm1MI5B7ZpeVReKMpltU493Ski9omwWmIyakZeaeCa9lYaAgbxEALw_wcB), check out comment from our Jira Cloud Product Manager (Jake Apr 20, 2019) here:

* [Introducing a new planning experience in Portfolio for Jira (Server/DC)](https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996/page/3#M98)

As noted he is encouraging users of portfolio to sign up for the EAP to take a look at the features and provide feedback and help define the product design elements and feature set.

Regards,  
Earl


Tags: advanced-roadmaps
How to export a roadmap of a portfolio plan?
Asked by apar:

How can I export the filtered issues under a portfolio plan?


Answers:
author: Levente Szabo _Midori_
body: Hi [@apar](/t5/user/viewprofilepage/user-id/3515129) ,

There is no built-in feature to export your plan, but we have recently released the Portfolio integrations for our [Better PDF Exporter](https://marketplace.atlassian.com/apps/5167/better-pdf-exporter-for-jira-pdf-view?hosting=server&tab=overview) and [Better Excel Exporter](https://marketplace.atlassian.com/apps/1212652/better-excel-exporter-for-jira-xlsx?hosting=server&tab=overview) apps.

So one possible way to export your portfolio plan (the issues in the plan) is to use the Issue Navigator, collect the relevant issues there and export to Excel or PDF.

See some [PDF export examples here](https://www.midori-global.com/products/better-pdf-exporter-for-jira/server/template-gallery#portfolio-for-jira)

or [Excel export examples here.](https://www.midori-global.com/products/better-excel-exporter-for-jira/server/template-gallery#portfolio-for-jira-reports)

*(Please note that both mentioned apps are paid, and I work for Midori, the team behind them.)*


Tags: advanced-roadmaps
Is there a way to baseline in the improved interface?
Asked by diego smith:

in the previous interface we were able to set a scheduled start and end date and then see how we actually did against that date when using the target schedule view.

i see target start and end date on the improved interface but i do not see how to keep track of the dates. Once we update the schedule there is not a way to see the original target dates.

Is there a way to do this in the improved interface ?


Answers:
author: Siu-Yun_Ko
body: [@diego smith](/t5/user/viewprofilepage/user-id/3506225) did you find a solution to your answer? I'm also looking at the new planning interface and have the same query


Tags: advanced-roadmaps
When is Portfolio V3 coming to Jira Cloud?
Asked by Paul Tiplady:

Versioning on Portfolio is a bit confusing; I've not managed to find any information about when the Jira Cloud version is going to be upgraded to use the new Portfolio V3 features.

Is there a roadmap/timeline for Jira Cloud's hosted Portfolio?


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

The latest update we have for Portfolio for Jira Cloud is from Jake Brereton on [this article](https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996/page/3#M98) where he answered another community member that had the same question as you. The link redirects directly to his comment, please let me know if you face any issue in finding the right comment.  

Regards,  
Ang?lica  


Tags: advanced-roadmaps
Is it possible to change the capacity for a team over time in a Portfolio plan?
Asked by Paul Tiplady:

One fairly common thing that can happen is that a team grows, so that its capacity will increase over time. In a typical roadmap we might model this as changes to capacity on a quarterly basis.

Is there a way to represent this in Portfolio? All I've found is the ability to set a fixed capacity, which is not very useful for any planning further than the current quarter.


Answers:
author: Earl McCutcheon
body: Hi Paul,

To increase the capacity of the team this is going to be a manual adjustment to the static teams capacity as one off events while time progresses.

However you can use combinations of virtual users and set absences or start and end dates to denote a timeframe where the availability of a team member will be increased or reduced to impact the capacity in various ways.

For your scenario of increasing the capacity gradually, while there is not a global method to inflate capacity on an interval you can create a virtual team member and adjust the global availability of that user so that they have a future Start date range, and after that period or during that range the virtual user will fill the gap for the existing team members, See following screenshot for exe but refer to docs listed below for full steps to set the availability start date:

![Screen Shot 2019-08-02 at 1.45.18 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/62328i6F82FCA23F145929/image-dimensions/218x159?v=v2 "Screen Shot 2019-08-02 at 1.45.18 PM.png")

Then once you progress to the point that the capacity is accurately being recorded on the virtual user you could manually update the team capacity and remove the virtual user.

Details on these actions can be seen in the following documentation:

* [Configuring the availability of team members](https://confluence.atlassian.com/jiraportfoliocloud/configuring-the-availability-of-team-members-828785286.html)
* [Adding and removing teams and team members](https://confluence.atlassian.com/jiraportfoliocloud/adding-and-removing-teams-and-team-members-828785272.html)
* [Managing shared teams](https://confluence.atlassian.com/jiraportfoliocloud/managing-shared-teams-828785294.html)

Regards,  
Earl

comments: author: Peter Backes
body: Yep, this is a great feature set (virtual users and start/end dates) before version 3.0 of Portfolio for Jira but it has since been removed. Not pleased.


author: JCameron
body: Very disappointing that none of the functionality described here is available anymore. We're trying to migrate away from project, which lets me essentially create a team with a hiring plan (i.e. a capacity calendar). Having a fixed size team for an entire year in a growing company is completely unrealistic.

We're really not liking the capacity estimation functionality in Plans so far. It's very difficult to evaluate our actual plans and long-term schedules.


Tags: advanced-roadmaps
Why don't I get overbooked capacity in red?
Asked by Velti Daniel:

Hi!  

Following this thread:  
[Why don't I get overbooked capacity in red?](https://community.atlassian.com/t5/Portfolio-for-Jira-questions/Why-don-t-I-get-overbooked-capacity-in-red/qaq-p/905241?tempId=eyJvaWRjX2NvbnNlbnRfbGFuZ3VhZ2VfdmVyc2lvbiI6IjEuMCIsIm9pZGNfY29uc2VudF9ncmFudGVkX2F0IjoxNTY0NDgxNzQzMDM5fQ%3D%3D#U1142572)

I have the same problem.

Here is what I have:

1 Portfolio plan with 1 project and 1 team. the team is overbooked for the releases for sure. But instead of showing the overbooked hours on the bars, the release finish date is moved to a later date.  
I understand, that this is caused because of the grouping, but no grouping is selected, see :

![JIRA portfolio.jpg](/t5/image/serverpage/image-id/61824iF085A408963A7F4A/image-size/large?v=v2&px=999 "JIRA portfolio.jpg")

What can be the reason?

Thank you, br

Daniel


Answers:
author: Earl McCutcheon
body: Hi Daniel,

Looking at your screenshot the horizontal Bar directly below the Green vertical bars for scheduled capacity is displayed as red indicating the overbooked release, and you would also see, if you look at the release tab, that the release would also be flagged as red and overbooked like this:

![Screen Shot 2019-08-02 at 2.44.18 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/62330i7410DCA098962CE8/image-dimensions/337x158?v=v2 "Screen Shot 2019-08-02 at 2.44.18 PM.png")

Additional details on how the overbooked indicators are displayed for the releases can be seen in:

[Portfolio colors and symbols reference guide](https://confluence.atlassian.com/jiraportfoliocloud/portfolio-colors-and-symbols-reference-guide-943546543.html)

The reasoning the Red overbooked capacity is not displayed in the vertical capacity bar is because the calculation is spreading the capacity out over multiple future sprints rather than a set sprint that cannot be met within the defined timeframe, where if you were to restrict the issues to a specific sprint that could not be completed then the period the capacity per sprint in the vertical capacity bars will indicate an overbooking like the following noting that i just linked all the issues to an active sprint rather than calculating future sprints:

![Screen Shot 2019-08-02 at 2.59.07 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/62335i94FC4A16CD962647/image-dimensions/262x103?v=v2 "Screen Shot 2019-08-02 at 2.59.07 PM.png")

Regards,  
Earl


Tags: advanced-roadmaps

capacity
Portfolio and started epics
Asked by Ralf Chaloupka Admin:

It is possible to freeze or forbid an rescheduling of a started Epic in Portfolio ?


Answers:
author: Earl McCutcheon
body: Hi Ralf,

What is your goal in locking the epic down? Portfolio is built on top of Jira and is using agile methodologies for laying out the timeline based on the inputs of the issues.

In Agile methodologies Epics are intended to have issues added and removed over the lifespan of the epic, because epics are designed to last multiple sprints and spread across multiple projects, so translated to portfolio it would also be expected to have the schedule adjust as the epic progresses and scope change occurs. This is mentioned in:

* [Working with epics](https://confluence.atlassian.com/jirasoftwareserver/working-with-epics-938845394.html)

> Unlike sprints, scope change in epics is a natural aspect of agile development. Epics are almost always delivered over a set of sprints. As a team learns more about an epic through development and customer feedback, some user stories will be added and removed to optimize the team's release time.

Additionally with portfolio when [scheduling the issue](https://confluence.atlassian.com/jiraportfoliocloud/scheduling-behavior-828785428.html) the forecast is expected to change and update based on additional inputs acquired over the course of a project as its looking at what can still be done in the project as time progresses and the variables are updated to reflect the current work stream of the project.

Regards,  
Earl


Tags: advanced-roadmaps
How do i schedule automatic mail sending
Asked by jegadeeswaran.s:

I need to send the ticket in the email which one not closed. How do I do that in cloud ?


Answers:
author: Roman Kersky
body: HI. You can create filter and add **Subscribe to search results**   

link doc: <https://confluence.atlassian.com/jiracorecloud/working-with-search-results-765593781.html>

comments: author: jegadeeswaran.s
body: Thank you.


Tags: advanced-roadmaps
"Improved" interface greys out all data. Can't change back. HELP!!!!!!
Asked by Per Nordgren:

The new "improved" interface for Portfolio for Jira shows grey field instead of the data. I tried converting an old functioning plan to the new interface and that got greyed out too. I'm trying to go back to the old interface under Configure. I see the button but nothing happens when I click on it. This is a disaster. Please help!!!!!

Happens in both Edge and Chrome browsers.

Everything looks like this. Even older projects that were working fine.![PortfolioDisaster.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/61781i7AE7DA49BF4253AE/image-size/large?v=v2&px=999 "PortfolioDisaster.PNG")


Answers:
author: Per Nordgren
body: \*Update

Installed the patch/update.

Problem gone!


Tags: advanced-roadmaps
How to find all automations affecting one board
Asked by Josh Mollart:

I've got a Butler integration with Slack on a trello board. Everytime a card is moved into the Done column we get a little message on our slack channel - which is great.

The problem is I want to disable it and I can't find it anywhere. It's not an enabled automation on my board that I can see and the activity log only shows automations that have been run 'as you'

So someone else has made the automation and I don't know who. How do I find that out?


Answers:
author: Dreamsuite Mike
body: Hi [@Josh Mollart](/t5/user/viewprofilepage/user-id/4996932)

Not sure if the other answers were AI generated...

I'll go for the HI option, I hope it is a little more helpful

Are you a workspace admin?

If you are, you will be able to see the automations for all users by going here...

![Screenshot 2024-05-03 11.52.01.png](https://community.atlassian.com/t5/image/serverpage/image-id/321774i7E5901EE6F35B411/image-size/large?v=v2&px=999 "Screenshot 2024-05-03 11.52.01.png")

If you aren't an admin, find out who is and they can do it.

What you can't do is disable other peoples automations so if you find it this way, you'll have to ask the creator to disable it.

My final bit of advice, just through years of using Trello automation. In a team scenario, I recommend making a "bot account" to run automations (example trellobot@trello.com) and if people want to add automations they do it there. There are 3 main benefits:

* Avoids the issue you have right now
* If someone leaves, you don't have issues with automation access
* When automations run, the activity log is clear, you know that if it runs from **@trellobot**you know it is an automation activity for sure, where it isn't so clear when it runs from a members account


author: Humashankar VJ
body: Thanks [@Josh Mollart](/t5/user/viewprofilepage/user-id/4996932) for adding that part, so seems the privilege limit you have is impacting on that front.

With that -would you be able to reach out your admin to find out good possibilities.

**Regards**


author: Humashankar VJ
body: Hi [@Josh Mollart](/t5/user/viewprofilepage/user-id/4996932)

Direct option to identify on who created a specific automation is not a native capability and it is a good feature to develop, you can also try other possibilities like described below to see if it fills your requirement,

After opening the desired Trello board and automation button which will open automation directory, take a look into the rules triggered by card movement -- in particular to the Done list

Or you can also check for any buttons affecting cards that might trigger Slack notifications.

**Hope this helps - Happy to help further!!**   
**Thank you very much and have a great one!**   
**Warm regards**

comments: author: Josh Mollart
body: Thanks Humashankar,  

Unfortunately there are no buttons and no other automations enabled that I can see.


Tags: automation
Quadros com mais de 10 membros na vers?o gratuita, ficar?o disponiveis apenas para visualiza??o ?
Asked by Tatiane Barnes Campos:

Bom Dia ! Uso a vers?o gratuita do Trello e atualmente tenho 10 membros. Minha ?rea de trabalho tem uma op??o de avalia??o gratuita de 30 dias do Trello Premium, sem necessidade de cart?o de cr?dito. Diante das informa??es eu questiono: Se eu optar por usar o premium nesse per?odo gratuito de 30 dias e adicionar mais membros, quando terminar o per?odo de avalia??o gratuita, ainda ser? poss?vel editar / incluir nos quadros com mais de 10 membros ? Ou ap?s o per?odo de avalia??o os quadros com mais de 10 membros ficar?o dispon?veis apenas para visualiza??o ? Obrigado!


Answers:
author: Alisson Sartor
body: Ol?, Tatiane  

Seja bem vinda a comunidade!  

Ap?s o per?odo de 30 dias ele ficar? apenas como modo de visualiza??o caso voce n?o exclua o excedente de usu?rios ou opte por n?o seguir no plano standard ou premium.  

Atenciosamente,  
Alisson  
Trello Support Team

comments: author: Tatiane Barnes Campos
body: Ol? Alisson, obrigada !
Power up tables
Asked by Missdemonica:

500 Internal Server Error {#toc-hId--378217357}
-----------------------------------------------

*** ** * ** ***

nginx/1.24.0 (Ubuntu)


Answers:
author: Aleks
body: Hello [@Missdemonica](/t5/user/viewprofilepage/user-id/5488801) have you experienced it with the "Tables \& Spreadsheets" power-up <https://trello.com/power-ups/65c7808c749e34145008f9b4>?  

If yes - don't hesitate to contact us at hello@thundermodules.com with the issue description!


author: Alex W
body: Hi [@Missdemonica](/t5/user/viewprofilepage/user-id/5488801) - welcome to the Community!

We're not sure what you mean by this request. Can you elaborate on the issue you're facing in Trello?
Renaming a card automatically using a custom field from the trigger card.
Asked by Jack Henderson:

I use the following automation rule to create a linked card from a checklist item and rename the linked card to reference the trigger card name.

*when an item is added to a checklist in a card in list "Project cards", convert the item to a linked card in list "Coming up" copying members, rename the card to "{triggercardname}- {cardname}", and move the card to the top of list "Coming up"*

*This works great, but as the 'project cards' names are full property addresses, the 'coming up' list card names are very long. I want to rename the new linked card to reference a custom field in the trigger card called 'reference' so a shorter reference can be used to rename the linked card.*

Any ideas?


Answers:
author: Dreamsuite Mike
body: Hi Jack,

Here is a solution...Create a custom text field called **Property reference**

Create these automations.

**1**

```
When a card is create in list "Project cards", set the custom field "Property reference" to "REF{cardnumber}"
```

This step gives you reference you can use...If you want you can leave out this automation and manually set this field, just make sure the field is set before creating any checklist items.

**2**

```
When an item not starting with "regex:/https:\/\/trello\.com\/c|REF/" - is added to checklist "{checkistname}", remove the item {checklistitemname} and add the item "{{%Property reference}} - {checklistitemname}"
```

**3**

```
When an item starting with "REF{*}" is added to Checklist "{checklistname}", convert the item to a linked card, copying members and labels
```


Tags: automation

triggercard
Cannot add 10th member to a trello workspace
Asked by Matt Barnes:

Hello

We should be able to add 10 people to our workspace but my colleague is getting this message?

"You can't join this board.

The invitation link may have been disabled or this free workspace may have reached the 10 collaborator limit. Try contacting the person who sent you the link for more info".

These are 9 users right now -


Answers:
author: Dreamsuite Mike
body: First step, go to the workspace \> members section and check the number of collaborators you have....

![Screenshot 2024-05-03 11.50.09.png](https://community.atlassian.com/t5/image/serverpage/image-id/321773iA157BCBDF675A5E0/image-size/large?v=v2&px=999 "Screenshot 2024-05-03 11.50.09.png")
How to copy a trello board and add it into another trello account
Asked by Erwin Rosenthal:

I am working as a guest from a teamboard and i want this board on my own trello.   

How can I copy the lists / board so that it goes from one trello account to another?

Thank you for helping me.


Answers:
author: Vronik
body: Look at this:

<https://support.atlassian.com/trello/docs/copying-cards-lists-or-boards/>

<https://www.youtube.com/watch?v=OasqJzFe55w>


author: Teresa
body: Hi [@Erwin Rosenthal](/t5/user/viewprofilepage/user-id/5488729)

Welcome to the community and thank you for your interest in TeamBoard.

Unfortunately, TeamBoard doesn't support this feature yet. You can request this feature or contact TeamBoard support [here](https://devsamurai.atlassian.net/servicedesk/customer/portal/6). Doing so will help you solve your problem more quickly.

I hope this helps.

Regards,

Teresa
Can I restrict access on a shared board?
Asked by Delwyn I Jones:

Is there a method by which I can designate a card to a workspace member and ensure only that member can edit the card?

I need a member, not an observer, but want to restrict card access/changes to a single member on a multi member board.

For example: I designate a card called "project 1" to "Joe Bloggs" is there a method/rule to ensure that "Ann Other" or other (non Admin0 board members are unable to make changes to "Joe's" card?

I am a Premium subscriber and have administrative privileges of our workspace.


Answers:
author: Dreamsuite Mike
body: You can use automation to undo certain things that a member does.

This example is where where you only want a certain person to be able to move a card....You could do the same for dates, custom fields, labels etc...

![Screenshot 2024-05-03 11.48.19.png](https://community.atlassian.com/t5/image/serverpage/image-id/321772i6130B7823E595543/image-size/large?v=v2&px=999 "Screenshot 2024-05-03 11.48.19.png")
How to make members Board Admins?
Asked by Kate MacDonald:

Hello,

We are trying to change the name of one of our boards but it turns out not a single member of our board or workspace is has admin access to that particular board. We only have (normal).

Can anybody help?

Thanks!


Answers:
author: Vronik
body: Look at this

<https://support.atlassian.com/trello/docs/making-a-user-an-admin-of-a-board/>


Tags: administration

board
RE: Removing an Admin (No Longer Working Here) Who is A Guest in the Workspace
Asked by Bhavani Vajrakarur:

Hello,

We have been working on cleaning up users on our Trello Workspace. Question, our previous admin, who created a lot of boards, is no longer with the company. Under Workspace Members, we have 10 people. These 10 we want to keep so they can continue working on all the boards. The previous admin is not part of this group of 10 people. Under Guests, we have 1 person, which is the previous admin. If we delete or remove this person from Guests, will it delete all the boards she created, remove users, and/or essentially cause us to lose everything (i.e. all our boards) in our account? Please let me know. Thank you!

B


Answers:
author: Gaurav Kataria
body: Removing a user will not delete the boards they created. This page has additional details. <https://support.atlassian.com/trello/docs/removing-a-member-from-a-board/>

comments: author: Bhavani Vajrakarur
body: Thank you Gaurav. There's a disclaimer that popped up saying "When a member is removed from a board, automations they have created will also be removed." How do I check if they created any automations?