Overview
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.
In the new planning experience, we've improved the following functionality:
- Planning and viewing work: You now have a timeline right next to the issues in your plan. Beside each issue in your plan, line by line, is a corresponding schedule block, which displays when an issue starts and ends in your roadmap. To schedule work, you can manually set target dates, or manually drag and drop the issue blocks in your timeline accordingly.
- Optimizing your plan: Aside from setting target dates and manually scheduling issues, you can also choose to optimize the work in your plan. By optimizing, Portfolio will use all existing scheduling factors to prepare an optimized schedule for you. You can then choose to accept or discard the proposed changes as needed.
Here is a sample plan in the new experience:
Before you begin
Take note of the following details when using the new experience:
| Configuring plans | In the new experience, you can currently configure the estimation, issue sources, and permissions being used by a plan. See Configuring plans for more details. The following settings from the current planning experience are also used as default:
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| Managing plan permissions | As a Portfolio administrator, you can choose the users who can make changes in a plan, and the users who can only view a plan.
Sample plan permissions Note that plan permissions are plan-specific, so you'll need to make any necessary changes in each plan. See plan permissions for more details. |
| Viewing and managing your work | In the new experience, 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 | The new planning experience provides an interactive and 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. |
| Creating and assigning issues | The new experience provides more obvious and intuitive ways to create issues. When assigning issues, note that in the new experience, you now assign issues to assignees, and not team members anymore. You can also assign an issue to only one assignee. See Planning work for more details. |
| Scheduling issues | We're simplifying the experience of scheduling issues by using only one type of date — target dates. You can now interact with the timeline itself to schedule issues:
You can also set target dates for the issues in Jira itself, if target date fields have already been added in Jira. Any target dates that are set in Jira will also reflect in the corresponding issues and plans in Portfolio for Jira. See Showing Portfolio custom fields in Jira to know how to add target dates to the issue screens in Jira. You can drag either end of a schedule block, so work for the issue is scheduled for 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. |
| Ranking issues | When you rank an epic with child issues higher, the ranking of its child issues will also be higher. When these changes are committed to Jira, the child issues will also be ranked higher in Jira. This can be confusing, especially if your teams have already ranked issues in their backlogs or active sprints, and the child issues are suddenly ranked higher. In the new experience, the ranking of child issues is now independent of the ranking of their parent issues. If you rank a parent epic higher, the ranking of its child issues in Jira will stay as is. |
| Calculating progress | Progress is calculated by the percentage of estimates completed against the total estimates. In the new experience, we now display progress more visually — you'll see a status breakdown bar, which displays issues grouped by status category:
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Saving changes in Jira |
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| Managing teams | In the teams view, you can:
We're still considering how best to manage capacity in the new experience. We're starting with the following details:
See Managing teams to know more. |
| Managing releases | In the releases view, you can:
We're still considering how best to manage releases in the new experience. At the moment, the dynamic, optimized dates of releases will not be visible. See Managing releases to know more. |
| Opting in and out of the new experience | While we've released heaps of features and improvements, 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 the new experience while we're building more functionality. We'll announce new features and improvements as we roll them out in future releases. Check out our release notes for updates. We hope you do opt in again, as we iterate on and release more features over time. See Setting up the new experience for more details. |
