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Future releases and limitations

Overview

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You can now plan work for your teams using the new experience in Portfolio for Jira. Check out our documentation to get started.

While using the new functionality, note that some features are not complete yet, as we continuously iterate on the functionality. Send us any feedback you may have via the give feedback icon in your plan. This will help us validate the work we've done so far, towards building the best planning experience for you.

We're working on more features for the new planning experience, and we'll incrementally release these features. As such, there are limitations to take note of.

We're also removing some functionality from the new experience, as we believe some features weren't providing the full value that we had envisioned. If required in your plans, you can still use the removed functionality by opting out of the new experience.

Future releases

Here are some of the features we're working on.

New features in the new experience
Optimization for Kanban teams
  • At the moment, plans that use the Kanban methodology cannot be optimized directly. These are the plans that use Kanban boards for issue sources, or have teams using the Kanban scheduling methodology.
  • As a workaround, set the scheduling methodology to Scrum for the Kanban team in the teams view.
Issue detail view
  • At the moment, clicking an issue in your plan will open the issue in Jira.
  • We're working on an issue detail view that opens up when you click the issue. This lets you surface additional issue details without having to leave the context of your plan.
Visual customization
  • We believe in the value of making your plan more consumable for you and anyone you want to share it with.
  • We're adding more ways for you to visually customize your plan, to make it just right for you and your audience.
  • To start, we're currently looking at team groupings, project groupings, and issue source colors.
Features we're considering in the new experience
Themes
  • Themes are not supported at the moment, but we're looking to understand your needs for themes.
  • Let us know if you require themes, and how you use themes in your work, by clicking the give feedback button in your plan.
Multiple scenarios
  • We understand the value in using multiple scenarios when planning work.
  • We're currently looking at the ideal design for this in the new experience.
Report viewsReport views are currently not available, but we have big plans for reporting in the new planning experience.

Limitations

Take note of the following limitations.

Optimization for Kanban teams
  • At the moment, plans that use the Kanban methodology cannot be optimized directly. These are the plans that use Kanban boards for issue sources, or have teams using the Kanban scheduling methodology.
  • As a workaround, set the scheduling methodology to Scrum for the Kanban team in the teams view.
Parent issues don't inherit child issue details
  • Parent issues don't get the aggregated value of the estimates that have been set for their respective child issues.
  • Parent issues also don't inherit the following values of their respective child issues: releases, teams, and assignees
  • Unfortunately, there's no workaround to get the aggregated or inherited values. At present, you can expand the parent issue, to view the details of the child issues.
Team members are now assignees when planning work
  • Though there are team members in the teams view, you now assign issues to assignees, and not team members anymore.
  • You can assign an issue to only one assignee.
Individual capacity planning is replaced by team capacity planning
  • We currently don't have the functionality of individual capacity planning. We're still considering how this will be implemented in the new experience.
  • At the moment, when optimizing a plan, Portfolio for Jira will consider the total capacity of a team to complete the work being scheduled.
  • For Portfolio to do this, you must directly set team capacity in your plan.

Teams and sprints that have been set in Jira may not display in the plan

  • If a team or sprint is assigned in Jira, but these do not exist in Portfolio, then you cannot select this team or sprint in the fields section of your plan.
  • There is no workaround for this. The only way to have such teams and sprints display as options is to add these in your plan itself.

Lead time in dependency details is not an optimized value

When you're optimizing your plan, note that the lead time that appears in the dependency details is not an optimized value.

Sample lead time of a dependency when a plan is optimized

Plans with the new experience remain visible after opting out

If you've opted out and have already disabled the new experience in your instance, the existing plans with the new experience will still be displayed in your instance.

We're not deleting any of these plans, to make it possible for you to reenable the new experience, in case you want to opt in again. However, accessing any of these plans will result into an error.

If you want to opt in again and use the new experience with your plan:

  1. Enable the new experience as a beta feature in your Jira instance.
  2. Enable the new experience for each plan in Portfolio for Jira as needed.

If you want to delete a plan with the new experience that you no longer need:

  1. Go to Portfolio (in header) > View Portfolio. This will display the 'Manage portfolio' page.
  2. Click more () for the plan you want to delete > Delete.
  3. In the confirmation message, click Delete.
Cannot use filters when optimizing plans
  • When optimizing your plan, you can't use any of the plan filters, to surface any of the plan data that's been optimized.
  • We understand the value in filtering out the issues that will have the newly optimized changes, and this is one of our top focus items.
Cannot directly remove issues from plans
  • We're still building what we believe is the best experience for directly removing issues from plans in the new experience.
  • See Planning work for the current workarounds.
Cannot sort columns in plans
  • It's a familiar operation to sort columns, especially since you can do this in the current plans.
  • At the moment, it's not possible to sort columns in 3.0 plans. Though we unfortunately don't have a workaround for this, we are looking into building this in a future release.
Cannot reorder columns in plans
  • When working with columns, it's common practice to reorder columns by drag and drop.
  • At the moment, it's not possible to drag and drop columns in 3.0 plans. See Reordering columns for the current workaround.
Cannot view optimized, dynamic release dates
  • At the moment, the optimized, dynamic release dates will not display in the releases view of your plan.
  • This also means that in the releases view, there's no visual indication of any releases that are off track. You can only see this information in the roadmap view.
Shared roadmaps don't inherit filters and settingsBeing a read-only version, the shared roadmap will not inherit the filters and settings that have been configured for the roadmap view.
Minor change when entering estimates for issues

Previously, you can enter an estimate for an issue, then click the Enter key to move to the issue in the next row.

In the new experience, you need to:

  1. Enter an estimate for an issue.
  2. Click the tab key on your keyboard. This will move your cursor to the estimate field of the issue in the next row.
  3. Repeat the above steps as needed.
Limited browser compatibilityWe highly recommend you use Chrome or Firefox as your browser. You can also use Internet Explorer 11 and Safari — we've fixed some issues specific to these browsers in the latest version.

Functionality removed

In the new experience, we've removed the following functionality:

Stages and skills

We've removed stages and skills for the following reasons:

  1. There's low usage of stages and skills across Portfolio for Jira users.
  2. Stages require regular, manual maintenance, while skills require significant work to break down the skill estimates for each issue in a plan.
  3. Usage of stages and skills contradict with the workflows in Jira.
  4. Any data involving stages and skills only exist in a plan. Without a way to integrate the data with Jira, this can lead to lack of transparency. This doesn't work with the direction we're taking in the new planning experience.
Scheduling factors

In current plans, you can use the scheduling factors section, to understand how issues are scheduled off your backlog, as well as why some issues aren't scheduled as expected.

In the new experience, this section isn't available anymore. If an issue is not scheduled as expected, you can manually reschedule the issue straight away.

This doesn't necessarily mean that the removal is final, nor does it mean that the functionality will be back in future releases. If you need the removed functionality in your plans, let us know via the give feedback button in your plan.

Last modified on Feb 14, 2019

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