Creating plans
Starting with Portfolio for Jira Server 2.20, the new planning experience is already enabled as an early access feature in your Jira instance. With the early access feature already enabled in Jira, you'll only need to enable the new experience in each plan, to start using the new functionality. Note that a plan will not get the new interface until the new experience is enabled in the plan itself. This applies to both existing plans and newly created plans.
If you prefer to use the previous layout, you can disable the new experience in a plan. You can also choose to disable the new experience as an early access feature from your Jira instance, if you prefer not to use the new experience in any of your plans.
After enabling the new experience, the plan will have the new layout.
Sample plan, with the new experience
Creating a plan
- In Jira, go to Portfolio (in header) > Create. The 'Create' dialog will be displayed.
- Select Plan > Create.
- Give your plan a name.
- Select one of the privacy options from the privacy drop-down:
- No restrictions (default option) – all Portfolio users 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 use for 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 selected issue sources. By choosing the relevant releases, the issues assigned to these releases will display in your plan. - You can choose to accept the suggested the teams that you want to include in your plan, or you can do either one of the following:
- Configure the settings of the teams: agile method (Scrum or Kanban) and weekly capacity
Note that for plans that have boards as issue sources, Portfolio for Jira will suggest the velocity for the team. The suggested velocity will be based on past performance, i.e. if the team previously completed any sprints in the corresponding boards. - Delete a team that you don't need to include in your plan, by clicking more (
) > Delete.
You can also add, configure, and delete teams from within a plan. See Adding and removing teams for more details.
- Configure the settings of the teams: agile method (Scrum or Kanban) and weekly capacity
Click Next.
- Confirm the issues that you want to include in your plan by selecting the corresponding checkboxes.
By default, all the issues are selected. Filter the issues by project, issue source, issue key, or issue summary as needed. - When you've marked all the issues you need, click Done.
Newly created plans will display issues that start from the highest hierarchy level that has at least one issue. If your issue sources contain at least one issue at the initiative level, then the plan will display issues starting with initiatives in the scope section. If no issues are defined from the issue sources, the plan will display issues at the epic level by default.
Enabling the new experience in a plan
As a Portfolio for Jira user, you'll need to enable the new experience in your individual plans. Even if this is already enabled in your Jira instance, your plan will not get the new interface until this is enabled in the plan itself.
To enable the new experience in each plan:
- Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
- Click more (
) > Try the new planning experience. The plan configuration page will display. - Click New experience.
- Click Enable new experience to switch on the new interface for your plan.
To stop using the new experience in a plan, from the plan configuration page, click New experience > Disable new experience.
Updating the settings of a plan
In the new experience, you can update the settings of a plan at any time.
| Rename a plan | Hover over the name > enter a new name > click Enter. |
| Configure issue sources | Before you update the issue sources of a plan, note that changing the issue sources will affect the scope, releases, and teams in your plan.
See Configuring plans for more details. |
| Delete a plan | Click settings ( |
