Creating and deleting issues
You can create issues directly in a plan in Portfolio for Jira — no need to go to your Jira instance to do this. You can also delete issues from a plan, in the sense that you can exclude or remove issues so that these issues don't display in the plan anymore.
To create an issue:
Creating an issue at the bottom of the scope table adds the issue at the bottom, effectively making the issue the last priority work item.
- Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
- Click the Scope tab to display the scope table.
- From the hierarchy menu, click the corresponding hierarchy level for the issue you want to create.
- Depending on the hierarchy level selected, click + Create at the bottom of the scope table.
- In the row that appears, specify the issue type, project, and title for the new issue.
- Click Calculate to update the schedule based on the changes made.
- Commit the changes back to your Jira instance.
You can also create an issue after a specific issue, effectively giving the new issue corresponding priority after that specific issue:
- Hover over an issue, and click the + icon that appears. You can then specify the details for the new issue.
- Hover over the the grid row between the two (2) issues where you want to add a new issue, and click the green line that appears. You can then specify the details for the new issue.
To exclude an issue from a plan:
Excluding an issue from a plan in Portfolio for Jira will remove the issue from the plan. However, the issue will not be deleted from the Jira instance.
- In the scope table, click the checkbox for the issue.
- Click Exclude from plan.
- In the confirmation message, click Exclude.
- Commit the changes back to your Jira instance.
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Last modified on Sep 26, 2018
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