Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal

Recognition

  • Give kudos
  • Received
  • Given

Leaderboard

  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

How are issues excluded from being shown in the scope view of JIRA Portfolio?

In the previous version of portfolio, you would be able to easily exclude issues in the scope view of a plan by selecting the checkbox next to an epic or story then clicking exclude from plan.

 

Does anyone know how to do this on the new version of portfolio?

1 answer

1 accepted

0 votes
Answer accepted

Hi Baheej,

In the new version, the terminology has changed from Excluding to Removing and hence you may not be able to find it in the docs.

You can find help here.

https://confluence.atlassian.com/jiraportfolioserver/removing-issues-965567130.html

This is how you can remove issues from the scope of a plan.

Remove from Plan.gif

I hope this helps.

Regards,

Portfolio for Jira Team 

Thank you for the help. I do not have the option to click the checkboxes you are clicking. Do you know why this may be?

There are no checkboxes when I hover over issues.

Is there also a way to automatically exclude issues without parents. As of now, I have to manually remove issues from my plan that do not have parents every time they are added. 

As you can see in this photo, there is no option for me to do what you did in the video.

 

Portfolio markup.png

Hi Baheej,

I think you have an old version of Portfolio. The bulk actions feature was introduced in 2.23 version

Please check and upgrade your version to get the checkboxes and remove issues from plan feature.

In case, you don't want to upgrade. You can disable new planning experience, go back to Live plans, remove issues from the plan and come back to the new planning experience.

Regarding other question, there is no way to automatically exclude issues without parents in the plan, but you can exclude issues without parents by unticking the checkbox while configuring issue sources or creating a plan.
https://confluence.atlassian.com/jiraportfolioserver/creating-portfolio-plans-970267321.html

I hope this helps. Let us know if you have any other questions.

Regards,

Portfolio for Jira Team. 

Like Baheej Al-Khatib likes this

Thank you that helps!

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Published in Advanced Roadmaps

3 short videos to help you get started with Advanced Roadmaps

Hi community, I’m Roi, a product manager working on Advanced Roadmaps for Jira. While Advanced Roadmaps is a powerful tool to plan and track work at scale, we know it can be challenging to get star...

6,458 views 24 18
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you