Overview
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.
Portfolio for Jira provides you with a single source of truth into the current and future health of your initiatives. Using Portfolio for Jira, you can create reliable forecasts of the work of your teams in Jira, while keeping track of current work across realistic schedules in an ever-changing environment.
This is what a Portfolio for Jira 2.0 plan currently looks like:
And this is what a Portfolio for Jira 3.0 alpha plan looks like:
Before you begin
When using alpha, take note of the following details:
| Managing plan access | At the moment, 3.0 plans that are read-only do not have any visual indication that users are not able to make any changes in the plan. It's only when a user tries to make a change that they're notified that they don't have the necessary permissions. To let a user make changes to a 3.0 plan, you'll need to change the permissions of the user.
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| Viewing and managing your work | Portfolio for Jira 3.0 plans have three (3) views, which let you focus on specific aspects of your plan.
See What is a Portfolio plan to know more. |
| Planning your work | Portfolio for Jira 3.0 plans have a simpler, more intuitive interface for you to view and manage the issues in your plans. In the roadmap view of your plan, you have the following sections:
You can also filter the issues in your plan, so you can view only the work you need to focus on. You can filter your work by projects, releases, assigned teams, and even by the timeframe during which these issues are scheduled. See What is a Portfolio plan to know more. |
| Scheduling issues | You can schedule the issues in your plan by dragging and dropping the corresponding schedule blocks in the timeline, or by entering target start dates and target end dates for the issues. You can also drag either end of a schedule block, so work for the issue is scheduled for either a shorter or longer period of time. When scheduling child issues, the start dates and end dates of these issues roll up to the dates of their parent issues. Effectively, this means:
If you need some ideas on how best to schedule work for your teams, Portfolio for Jira can help you out by optimizing your plan for you. When optimizing your plan, Portfolio for Jira will:
See Scheduling work and Saving changes in Jira for more details. |
Saving changes in Jira |
At the moment, you cannot save any changes involving teams and releases in the new 'Review changes' dialog in 3.0 plans. You'll need to save these changes via the 'Review and commit changes' dialog from 2.0 plans. See Saving changes in Jira to know more.
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| Managing team capacity | In the alpha version, you can:
See Managing team capacity to know more about teams. |
| Managing releases | In the alpha version, you can:
See Managing releases to know more about releases. |
| Opting in and out of alpha | While we've released heaps of features and improvements in alpha, we understand that you may need some features that are not available yet. If this is the case, you may need to opt out of alpha while we're building more functionality. We'll announce new features and improvements as we roll them out in future releases. Check out our alpha release notes for updates. We hope you do opt in again, as we iterate on and release more features over time. See Setting up your alpha experience if you need to opt out of alpha. |
