Creating plans
This is the alpha version of Portfolio for Jira 3.0 — your sneak peek at the improved functionality that's just around the corner. As such, do note the following:
- Some features may not be complete just yet, as we're continuously iterating on these.
- Because it's an alpha version, the documentation will only be visible to you, our alpha users. You will not find any alpha pages in the usual page sidebar.
We've linked the table of contents below, so you can easily navigate to the alpha pages at any time.
Creating a plan
In Portfolio for Jira 3.0, after creating a plan, you will be taken to the roadmap view, where you can view and schedule issues across the projects you're managing. Once the issues are scheduled, your teams can then know when to work on these issues accordingly.
Portfolio for Jira 3.0 sample plan
To create a plan:
- In Jira, go to Portfolio (in header) > Create. The 'Create' dialog will be displayed.
- Select 3.0 plan > Create.
- Give your plan a name.
- Select one of the privacy options from the privacy drop-down:
- No restrictions (default option) – every Portfolio user can view and access the plan
- Private – only the creator of the plan can view, access, and edit the plan
- Click Next.
- Choose the issue sources (boards, projects, filters) that you want to connect to your plan.
If you choose a Scrum board as one of your issue sources, you'll also be asked to choose how you want to estimate your issues. We recommend that you use story points. See What is a Portfolio plan to know more about issue sources. - Click Next.
- Choose the releases that are relevant to your work, then click Next.
You'll only need to choose releases if there are existing releases in Jira, that are associated with the issue sources you've selected. - Confirm the issues that you want to include in your plan by selecting the corresponding checkboxes.
By default, all the issues are selected. You can filter the issues displayed by project, issue source, issue key, or issue summary if needed. - When you've marked all the issues you need, click Done.
- To rename a plan, hover over the name > enter a new name > click Enter. You can rename a plan at any time.
- You can also configure the issue sources of your plan at any time. See Configuring plans for more details.
- To delete a plan, click settings (
) > Delete.
Customizing a plan
When planning work, you're likely to be managing multiple issues that span multiple projects. It's easy to lose track of your work at one point or another, when you're across multiple business initiatives.
In Portfolio for Jira 3.0, we're making it easier for you to make your plan your very own plan. Starting with alpha plans, you can:
- display only the issue details that are relevant to you in your plan
- display only the issues scheduled during a certain period of time
This way, you're sure to keep track of just the work you're particularly focusing on at a given time.
Displaying issue details in a plan
You can choose the issue details that you want to display in your plan. This lets you view only the details that you need to see in your plan.
The issue details that you can display are:
- issue details that Portfolio grabs from Jira, which may include assignees, issue statuses, sprints, and releases
- any custom fields that are configured in Portfolio, which may include target start dates, target end dates, and teams
To display these issue details, you'll need to add fields to your plan. These fields will be displayed as columns, and each field contains the corresponding issue detail. You can also remove fields from a plan, and reorder the fields in your plan.
| Adding a field | In the fields section of your plan, click more ( |
| Removing a field | In the fields section of your plan, click more ( |
Reordering fields | In alpha plans, the order of the columns in the fields section depends on the order that you add the fields to your plan. We're currently iterating on the best way to reorder fields for future versions.
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You can also search for fields in the search box.
Displaying issues scheduled for a timeframe
You can quickly configure your plan to display only the issues that are scheduled for a specific timeframe you have in mind.
Above the timeline section of your plan, choose one of the timeframe options:
- 3M: for issues scheduled for the next 3 months, starting from the current day
- 1Y: for issues scheduled for 1 year, starting from the current day
- Fit: for issues scheduled from the earliest start date and latest end date in the plan itself, with the issues displayed to fit the width of the timeline
- Custom: for issues scheduled within a particular date range
In the example below, the selected timeframe is 1 year (1Y), and the highlighted issue has a start date of 5 Mar 18, which goes beyond the timeline.
By clicking the arrow of the schedule block, the timeframe updates into a custom date range, as shown below.
