youngmon/atlassian-qna huggingface dataset:
Due Date in Automation - Second, third or fourth business day of following month
Asked by Aaron Corbin:

Hi All.

I was able to create an automation to create a task with a due date of the first day of the following month using the following formula in the due date field: {{now.plusMonths(1).firstBusinessDayOfMonth}}

However, I need to do the same thing but to create a due date for the second, third and fourth business day of the following month.

I tried this, but it gave me an error: {{now.plusMonths(1).secondBusinessDayOfMonth}}

Anyone know how to get this done?

Thanks,


Answers:
author: Mark Segall
body: Hi [@Aaron Corbin](/t5/user/viewprofilepage/user-id/4968682) and welcome to the community!

There are only two options for ...BusinessDayOfMonth - first or last. So you'll need to perform an additional calculation against it. I haven't verified myself, but you could try this:

```
{{now.plusMonths(1).firstBusinessDayOfMonth.plusBusinessDays(1)}}
```

If that doesn't work, you could try capturing the first business day as a variable and then the second business day as a variable off of that. Something like this:

**varFirstBusinessDay**: {{now.plusMonths(1).firstBusinessDayOfMonth}}

**varSecondBusinessDay**: {{varFirstBusinessDay.plusBusinessDays(1)}}

comments: author: Aaron Corbin
body: Thanks for the quick response. I will try this out!

For the second option, how would you enter the two variables into the due date field?


author: Mark Segall
body: You would only enter the second variable...

{{varSecondBusinessDay}}


author: Aaron Corbin
body: Ok I just tried the first option and it works! Thanks so much.


author: Aaron Corbin
body: Just to clarify, for the second option, would you enter this:

```
{{varFirstBusinessDay.plusBusinessDays(1)}}
```

or this:

```
{{{{now.plusMonths(1).firstBusinessDayOfMonth}}.plusBusinessDays(1)}}
```


author: Mark Segall
body: Yes - That makes sense for the second option. Eliminates the need for the second variable.


Tags: cloud
How do you reflect the context of the entire project
Asked by ks.hyeon:

Hi,

I am managing multiple projects in **Jira Work Management.**

How do you reflect the context of the entire project here?

It is difficult to reflect on each project.

![image.png](/t5/image/serverpage/image-id/202294i59A17DC3C562E5F5/image-size/large?v=v2&px=999 "image.png")


Answers:
author: John Funk
body: Hi [@ks.hyeon](/t5/user/viewprofilepage/user-id/4275095)

I am sorry, but I cannot read your language. Can you describe the path you took to get to this screen?

comments: author: ks.hyeon
body: Sorry for not being considerate of my question.  
I don't know if writing like this will convey the meaning.

The context of the project created in work management exists like "Status", "Person in charge," "Reporter", "Priority", "Label".  
What I want to do is a question about how to batch reflect newly created fields in each project.  
Currently, by creating a new field in each project. I am doing it by adding.  
For this reason, it takes a lot of time when there are many projects.


author: ks.hyeon
body: hello john,  
Can you give me some guide?


author: John Funk
body: If you are using a Team-managed project, there is no other option. They must we done one at a time in each project.

If you are using a Company-managed project, you can create the custom field one time and simply add it to the screens in the projects where you want the field to be used.

You can further add a context and list each project all at once in the Custom field. That will limit the field to only show in screens for those projects and will help with system performance.


author: ks.hyeon
body: yes, i understand.  
The ambiguity I thought alone was gone.  
thank you.


author: Nic Brough -Adaptavist-
body: What do you mean by "reflect"?

comments: author: ks.hyeon
body: It is to add the newly created field to the context item of any project.

Thank you.


author: Nic Brough -Adaptavist-
body: To add new fields to a company-managed project, you have to make sure they have the right context when you add them, and add them to the screens the project uses.

To add new fields to a team-managed project, you have to configure them in the project field list.
Software Requirement Specification (SRS)
Asked by Mohammad Zahid:

Is Jira support the SRS template to making the proper document of software requirement gathering.


Answers:
author: G subramanyam
body: Hi [@Mohammad Zahid](/t5/user/viewprofilepage/user-id/4968482) welcome to the Atlassian community.

Please be informed that *Jira don't support SRS template*. You need to use Confluence to document requirement specifications.

And for Jira, you need to choose one of the software templates available when "creating a new project".
How to Auto Populate Issues/Tickets by Level (Queue) To a Team?
Asked by Madellyn Hill:

When a ticket is created, I want it to go to a particular Queue. The queue is determined by level of effort/priority. How do I mapp issues to that priority (queue)?


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

What do you mean by "queue"? Jira Work Management does not use queues.


Tags: jira-service-desk
Can I migrate existing Trello cards to Jira Work Managment?
Asked by Mohamed Fouad:

Hello

I am existing user in Trello and has biult our own projects already, our company was looking for more automated gantt features which Trello is not providing, for that was exploring Jira Work Management and is checkign if I can migrate all work done in Trello in Jirs work management or not?

Best Regards

Mohamed


Answers:
author: Matthew Canham
body: Hi [@Mohamed Fouad](/t5/user/viewprofilepage/user-id/4938596)

Jira does have a Trello importer, you can find more information [here](https://support.atlassian.com/jira-cloud-administration/docs/import-data-from-trello/). For now, the importer only works with company-managed Jira Work Management projects.

If you are using a team-managed project you might consider first importing into a company-managed project and then using Jira's bulk move feature to copy the issues across.

Better importers are something that we are looking into at the moment --- stay tuned.

comments: author: Vanessa Drummond
body: Hi, I have just started using Jira... and we have Jira Software and Jira Work Management ... I want to import Trello boards, but they are automatically importing as Jira Software projects, but I want them to import as Jira Business Projects - do you know how I can do this?

I see I can import as a Software Project, then setup a Business Project and bulk export into it - but its more time consuming as I have to setup all the columns .. would be great if I can just import straight up as Business Projects ... can you advise please

Thank you, Vanessa


author: Matthew Canham
body: Hi [@Vanessa Drummond](/t5/user/viewprofilepage/user-id/5042386)

We are actively working on a new importer for Jira Work Management which will allow for Trello projects to be imported directly.

Importing first to a Jira Software projects and then bulk moving to a Jira Work Management project is one of our recommended work arounds. We do acknowledge the time this takes though --- with the new importer we hope to dramatically reduce this.

Something else that you might try is exporting a CSV from Trello and then using the Jira CSV import option which will allow you to select a Jira Work Management project.


author: Vanessa Drummond
body: Wow thank you for such a fast reply - unexpected! But most appreciated.


author: Mohamed Fouad
body: [@Matthew Canham](/t5/user/viewprofilepage/user-id/3804910) and can we automatically syrchronise the data between Jira and Trello?

I did make the migration from Trello to Jira, but now need to update the 2 platforms as they are not synchronized.

Appreciated

Mohamed


author: Matthew Canham
body: Hey [@Mohamed Fouad](/t5/user/viewprofilepage/user-id/4938596)

We don't support syncing between Trello and JWM natively. A quick search on the Atlassian Marketplace revealed some apps that might solve your problem although I haven't used any of these myself: <https://marketplace.atlassian.com/search?query=trello>

Hope this helps,

Matt


Tags: cloud

trello
What controls the organization if a customer is able to create their own account?
Asked by David:

If customers are allowed to create their own accounts from the Jira Portal, what controls which organization the account is linked to?


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@David](/t5/user/viewprofilepage/user-id/3682781) ,

organization management is demanded to Project Admins. If a customer create his own account through the portal, he will be added as general customer without a specific organization.

Please take a look to the following article for more information <https://support.atlassian.com/jira-service-management-cloud/docs/group-customers-into-organizations/>

Hope this helps,

Fabio


Tags: cloud
Copy a project
Asked by Pauline Hild:

Hi,

I am using Jira Work Management and would like to copy one of my projects to be able to test a new automation there without it affecting the running tasks in the project in case there are still issues with the automation. Unfortunately I can't find the option "Copy" anywhere, only "move to trash" and "project settings".

Can someone help me how to find the option to copy a project?

Kind regards,

Pauline


Answers:
author: John Funk
body: Hi Pauline,

You can't "copy" a project. You can create a project based on an existing project - which you should do. Then you can use an Automation Rule to clone the current issues in your production project to the test project.

comments: author: Pauline Hild
body: Hi John, thanks for your answer!


author: John Funk
body: You are welcome!


author: David Drong-Reisch
body: Sorry for asking, but how??


author: Marsel Meeuwsen
body: Indeed, how? [@John Funk](/t5/user/viewprofilepage/user-id/7148) ?


author: John Funk
body: Hi [@Marsel Meeuwsen](/t5/user/viewprofilepage/user-id/2478801) - It's better to create a new question in Community so that more people will see it and can help respond. Answers can also be tailored to your individual need.


author: Thong Tran
body: Hello,

You can **Create** new Project \> **Clone** Task from Project what you want duplicate/copy \> **Move**this Task to your new Project.

![Screenshot 2024-02-16 134635.png](https://community.atlassian.com/t5/image/serverpage/image-id/306807i4C52EE9C5CCC08AA/image-size/large?v=v2&px=999 "Screenshot 2024-02-16 134635.png")


author: Marlene Kegel - codefortynine
body: Hello [@Pauline Hild](/t5/user/viewprofilepage/user-id/4773022),

I am Marlene from [codefortynine.](https://marketplace.atlassian.com/vendors/1213041/codefortynine-gmbh)

If you you are not able to clone all needed issue data with automation, you can check out [Deep Clone for Jira](https://marketplace.atlassian.com/apps/1218652/deep-clone-for-jira?hosting=cloud&tab=overview&source=community250) to clone your project.

It is possible to clone team-managed and company-managed projects. You can read more about the [Deep Clone Project Clone](https://c49.link/deep-clone-for-jira/docs/project-clone) in our documentation.

Please that you have to enable the [Advanced Project Clone](https://c49.link/deep-clone-for-jira/docs/advanced-project-clone) if you want to clone team-managed projects or project boards of company-managed projects.


Tags: cloud
Task issues assignee not imported in portfolio if skills enabled
Asked by Antonio De Moliner:

In portfolio, I have created a team and each team member has a skill. If I create a task, in jira software, and i set the assignee, in portfolio the member is not imported even if i have correctly set the hierarchy import level.

Is there a way to fix this problem? thanks in advance


Answers:
author: Earl McCutcheon
body: Hi Antonio,

There are few different things to check for what may be occuring here. Refer to the ["Map an issue assignee to a team member"](https://confluence.atlassian.com/jiraportfoliocloud/map-an-issue-assignee-to-a-team-member-868977839.html) documentation the items to check, noting:
> In order for the Jira issue assignee to show in Portfolio's team member column, these conditions must apply:
>
> * There is not member set in Portfolio.
> * The assignee is set on the issue in Jira Software.
> * The assignee is part of a team in your Portfolio plan.
> * If you've made a manual team assignment, make sure the assignee is part of that team.
> * To see the assignee that is being pulled from Jira Software, you have to**Calculate**your plan.
> * The issue assignee import level must be set to a hierarchy level. See [Configuring initiatives and other hierarchy levels](https://confluence.atlassian.com/jiraportfoliocloud/configuring-initiatives-and-other-hierarchy-levels-828785179.html).

Regards,  
Earl


Tags: advanced-roadmaps

assign

skill
Error on portfolio - Bummer, something has gone terribly wrong here...
Asked by Wilson Medina:

Script error. inScript error. in   

Line# 0, Col# 0. Detailed stacktrace not available in your browser.  

===================  
=== Client Info ===  
===================  

User agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/74.0.3729.169 Safari/537.36   
Local time: Tue Jun 11 2019 12:46:45 GMT-0500 (hora est?ndar de Colombia)  

===================  
=== Plugin Info ===  
===================  

Plugin build: 1000.332.0  
SEN: Unknown  

===================  
=== System Info ===  
===================  

Jira Title: Jira  
Jira Version: 1001.0.0  
Agile Version: 1001.0.0-SNAPSHOT  
Vertigo: true


Answers:
author: Andy Heinzer
body: Hi Wilson,

Sorry to hear that you have encountered this specific error. It appears that you are using a Jira Cloud site when trying to use or install Portfolio. As such, I would like to create a support request with our Cloud support team to better investigate this problem.

However on your account I can see two different Cloud sites in which you are a user. I could create a support case on your behalf, but first I would need to know which Cloud site URL you are using where you experience this error.

Regards,

Andy

comments: author: Wilson Medina
body: Hi Andrew,

Thanks for repply.

The site from problem is <https://choucairtesting.atlassian.net/>

Regards,

Wilson


author: Andy Heinzer
body: Hi Wilson, I created a support case for this in <https://getsupport.atlassian.com/servicedesk/customer/portal/23/JST-486411>

Regards,

Andy


Tags: advanced-roadmaps

jira-cloud
Portfolio for Jira 3.0 custom field not populating name correctly
Asked by Tracey_Mora:

As you can see from the snapshot below, the name of the custom field shows up as a string and not the name the type indicates.

![Custom.PNG](/t5/image/serverpage/image-id/57147i38D7C8B29EA0D780/image-size/large?v=v2&px=999 "Custom.PNG")

It *should* appear like the snapshot below but I don't know how to fix it since they are locked fields:

![Custom2.PNG](/t5/image/serverpage/image-id/57148iAB728255C64EBB17/image-size/large?v=v2&px=999 "Custom2.PNG")


Answers:
author: Andy Heinzer
body: Hi Tracey,

I understand that you have Portfolio 3.0 installed and for some reason your Jira site is displaying these Portfolio field names in the much longer format as opposed to the expected shortened form.

I tried to recreate this in my own test instance of Jira. I used a 8.1.0 version or Jira and installed the 3.0.0 version of this plugin. However in my test instance it did not seem to name these fields in the same way as yours did. I think that this might be possible if something in the plugin itself might not have started up as expected when Jira loaded this plugin. I also have not found any other reports of this problem so far.

I am interested to learn more about this problem. Does this this field name difference impact you in some negative way? Is it preventing using some aspect of Portfolio here?

I would be curious if perhaps restarting Jira can correct this problem. If you try that and this does not help, then please let me know. We might want to investigate this further by taking a closer look at the Jira startup logs. These might be able to give us clues as to other means to troubleshoot this oddity.

Andy

comments: author: Tracey_Mora
body: We can try to restart Jira tonight once everyone's off the instance. The impact boils down to having a field name that one might not understand when creating editing or viewing an issue, as well as overlap that impairs the view:  

![Custom.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/57440iD017386A27886E0A/image-size/large?v=v2&px=999 "Custom.PNG")


Tags: advanced-roadmaps
What if i delete Portfolio in JIRA Cloud?
Asked by Bhavin Sanghvi:

Hi,

I want to know if the Portfolio App can be deleted fro JIRA and if that gets deleted how can i ensure myself that it was not being used by my current projects.


Answers:
author: Earl McCutcheon
body: Hi Bhavin,

When an app is uninstalled the data is still there, so even if you uninstall and decide you want to re-enable the app later on you can re-install and the previous configurations will still be present when re-enabled.

To check what projects are using portfolio currently would require manual review of the plan settings, and you can go to "Portfolio \> View All Plans" and review the settings of each independently.

If you're not using Portfolio you can simply flag the application for uninstall under the manage apps section of the universal plugin manager as covered in the ["Managing apps"](https://confluence.atlassian.com/adminjiracloud/managing-apps-776830283.html) documentation.

Currently when Jira Portfolio is installed, it installs with with 3 independent add-ons apps that act as dependencies of each other, and you will want to uninstall all three to remove the app:

* Portfolio for JIRA
* Portfolio Live Plans
* Portfolio Team Management

Regards,  
Earl

comments: author: Bhavin Sanghvi
body: [@Earl McCutcheon](/t5/user/viewprofilepage/user-id/502460) - Thanks ! This sounds to be helpful.


author: Sreenath H B
body: I installed Portfolio for Jira and found out that it doesn't meet my requirements. So I unsubscribed it from the Manage Apps screen. But the Teams Feature and related fields are still around and available on issues. They didn't get used by anyone so I'd like to clean up by removing all the Portfolio related fields so that some team doesn't start using them at a later date and figures that it's a Portfolio dependent field.

Any advise?


author: Diego Valdivia
body: [@Sreenath H B](/t5/user/viewprofilepage/user-id/52450) Same here, it creates custom fields that are system blocked


author: Jovanna Pugh
body: We've just unsubscribed as well, and I still see the 'Plans' option in the top navigation bar, which means I can still create a plan and see the configuration screens. Is this intended?


Tags: advanced-roadmaps

jira-cloud
Unable to map "Initiative" issue type to Portfolio hierarchy level
Asked by David Chang:

Hello,

I'm running into issues mapping an issue type to a custom Portfolio hierarchy level.

I first created the issue type ("Initiative") by following these instructions:

<https://confluence.atlassian.com/adminjiraserver073/defining-issue-type-field-values-861253235.html>

and associated the "Initiative" issue type with the Default Issue Type Scheme.

Following the instructions provided here:

[https://confluence.atlassian.com/jiraportfoliocloud/how-to-create-a-new-hierarchy-level-in-portfolio-for-jira-941618926.html](https://confluence.atlassian.com/jiraportfoliocloud/how-to-create-a-new-hierarchy-level-in-portfolio-for-jira-941618926.html?_ga=2.176291938.650515943.1559576603-419643296.1557171255)

I created a new hierarchy level by clicking the "Create Level" button. However, when I went to the dropdown to select the "Initiative" issue type, it wasn't an option and a deterministic list of other issue types were displayed.

Issue Type: <https://imgur.com/tACbR3M>

Hierarchy Configuration: <https://imgur.com/g5EtYQK>

Any help would be greatly appreciated!


Answers:
author: Earl McCutcheon
body: Hi David,

On the Hierarchy mapping page only 6 issue types are visible in the drop down at any given time, but there is a scroll option. Just to verify can you scroll down in the mapping dropdown to see additional issue types?

Let me know if this is the case.

Regards,  
Earl

comments: author: David Chang
body: Thank you Earl,

I did not see that the dropdown was a scrollable div. I found the issue type just fine after scrolling!

David


Tags: advanced-roadmaps
Monitoring progress of work using estimates in Portfolio 3.1.0
Asked by Alexander Bondarev:

Hi, Community!

I have read [an article](https://confluence.atlassian.com/jiraportfolioserver/monitoring-progress-of-work-970614913.html) about monitoring progress of work in Portfolio 3.2.

Now I have instaled version 3.1.0, and I have just 1 column - 'Status breakdown', where I see issue progress of work using issue count.

![Port_monitoring.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/56702iF524867CBF71A7BA/image-size/large?v=v2&px=999 "Port_monitoring.PNG")

1. Is it possible to see progress of work using estimates in Portfolio 3.1.?

2. Is it possible to use(watch/edit) live plans (from 2.0 to 2.27) in Portfolio 3.2.? or it is really [e](https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-3-0-release-notes-967885175.html?_ga=2.184734703.719378978.1559546755-195573636.1558534327)[nd of life for classic plans](https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-3-0-release-notes-967885175.html?_ga=2.184734703.719378978.1559546755-195573636.1558534327)?

Thank you!


Answers:
author: Roi Fine
body: Hi [@Alexander Bondarev](/t5/user/viewprofilepage/user-id/2098083) ,

Great questions!

1. Yes, in Portfolio 3.2 we added a progress breakdown bar for estimates as well - check this [doc](https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-3-2-release-notes-969518924.html?_gac=1.208799270.1557295416.EAIaIQobChMI5rHr9ZmL4gIV8AD5AB0mRAqMEAEYASAAEgLf5PD_BwE&_ga=2.197472431.1810680660.1559517179-2005745597.1553745721)

2. You can still use Live plans today in Portfolio for Jira version 3.0 and above, but classic plans (Portfolio 1.x) are not supported any more

I hope that helps,

Roi \| Product Manager

comments: author: Alexander Bondarev
body: Hi, [@Roi Fine](/t5/user/viewprofilepage/user-id/434632) !

Thank you for your answer, but I need your help again:

After updating to 3.3.0 I have a problems with app(look at screen),

Anyway, I see that the column was renamed to "Progress(issue count)" =)

![Portfolio.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/56927iAE2183AC1AD088B4/image-size/large?v=v2&px=999 "Portfolio.PNG")


author: Alexander Bondarev
body: We have defited the problem.

3.3.0. is not a cause of this)


Tags: advanced-roadmaps

atlassian-marketplace

jira

jira-server

jira-software

roadmap