I currently have a portfolio plan, which is automatically scheduled and automatically assigns an assignee to a story (i.o.w. it's always set to Calculate).
However, when I commit the changes to push to Jira projects, the assignee doesn't get changed.
How do I force portfolio to push the assignee, as per the plan, to the Jira project?
Hi @Henk Keuris,
The team member and assignee fields do not directly map to each other as in Portfolio multiple people can be assigned to a ticket (which is not possible for the assignee field). Therefore, Portfolio will never automatically push the calculated team member in a plan to Jira.
However, when there is a single manual assignment in the team member cell in a plan, this should be pushed back to the assignee field.
So, once you are happy with the calculation of the team member for an issue, manually assign that single person to that issue in your plan, recalculate (this shouldn't affect your schedule, as it's the same person as that was just calculated), and then commit that back. You should then see that show up in Jira.
Let me know if that helps.
I hope that never isn't literal. I appreciate the limitation, but we're either requiring teams to come to Portfolio to find what they should work on or we're cutting off a powerful calculation.
I see that in the current settings you can limit the number of users who can be assigned to a story. If that is set to 1, it should then be possible to set the assignee from Portfolio. Or perhaps we could have a members field that shows up on issues?
When we're looking at larger organizations, having to manually set the assignee is not going to be a viable workaround.
Recently, as part of a series of Portfolio for Jira case studies, we spoke with Carl DiClementi, Director of Product Management at Factom about how he uses Portfolio for Jira. In...
Connect with like-minded Atlassian users at free events near you!Find a group
Connect with like-minded Atlassian users at free events near you!
Unfortunately there are no AUG chapters near you at the moment.Start an AUG