Configuring plans
To configure the settings of a plan, you need to have the Portfolio for Jira user permission. See Permissions in Portfolio for Jira to know more about plan permissions.
Portfolio for Jira has several settings that you can configure for your plans, so you can plan work better for your team.
Sample estimation settings
Note that we're still iterating on how settings are configured in the new experience. At this time, you can configure the following settings:
Scheduling
Choose how you want to estimate the issues in your plan:
- Days
- Hours
- Story points (only available when the issue source is a Scrum board)
Issue sources
You can modify the issue sources of your plan at any time. Note that changing issue sources will affect your the scope, releases, and teams in your plan.
In your plan, click settings (
) > Configure > Issue sources.Click Edit issue sources. This will display the 'Create plan' wizard.
Select your issue sources from existing boards, projects, and filters, and then click Next.
Select the releases to include in your plan, and then click Next.
Select the issues to include as the scope of your plan, and then click Done.
Custom fields
In the new experience, only single-line text custom fields are currently supported. Even though you can view all the custom fields that are available in your Jira instance, you can only add single-line text custom fields from Jira to your plan.
As long as a supported custom field is already configured in Jira, you can view and add this custom field from Jira to your plan in the new experience. See Adding a custom field and Configuring a custom field to know more about managing custom fields in Jira.
To add a custom field to a plan:
- In your plan, click settings () > Configure > Custom fields. The Custom fields page will display the fields that are already added to your plan, or will prompt you to add a custom field if no fields have been added yet.
- Click Add custom field.
- Find and select the checkbox for the custom field that you want to add to your plan. You can choose to add multiple custom fields as well.
- Click Add field. The field will be added to the list in the Custom fields page.
You can also remove a custom field from your plan. In the Custom fields page, click the delete icon next to the custom field.
Permissions
As a Portfolio for Jira 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
To manage plan permissions:
- In your plan, click settings () > Configure > Permissions.
- From the Edit drop-down, choose the users who can make changes in the plan.
- From the View drop-down, choose the users who can only view the plan.
- Plan permissions are plan-specific, so you'll need to configure the permissions for each plan, as needed.
- You can also configure global permissions as necessary, by clicking Portfolio (in header) > Administration. See Permissions in Portfolio for Jira and Managing global permissions to know more.
Scenarios
Use scenarios to come up with different versions of your plan, and experiment with how work is scheduled across these versions. With multiple scenarios in place, it's easier to assess the impact of unplanned risks on the ability of your teams to deliver work on time.
Enabling scenarios
To use scenarios in a plan, you first need to enable scenarios in the plan.
- In your plan, click settings () > Configure > Scenarios. The Scenarios page will be displayed.
- Click Enable scenarios. The 'Create first scenario' dialog will be displayed, with the scenario having the title of 'Initial scenario' by default.
- If preferred, change the title of the scenario.
- In the 'Create from' section, make sure to select Copy of when you first enable this feature. You need to do this, so that the current data in your plan will be copied into the first scenario being created.
- Click Create.
Once scenarios are enabled in your plan, you can do any of the following tasks:
- Creating new scenarios
- Planning work with multiple scenarios
- Deleting scenarios
See Using scenarios for more details.
Creating scenarios
As long as scenarios are enabled in a plan, you can create as many scenarios as needed.
- In your plan, click settings () > Configure > Scenarios. The Scenarios page will display the list of scenarios configured in the plan.
- Click + Add scenario. The 'Create new scenario' dialog will be displayed.
- Give the new scenario a title.
- Choose if you want to create the new scenario from:
- a blank scenario, to ensure that any unsaved changes already existing in the plan will not be included in the new scenario.
- a copy of an existing scenario, to base the new scenario on a selected scenario. The new scenario will inherit any unsaved changes from the existing scenario.
- Click Create.
You can also delete any scenarios you no longer need for your plan. From the list of scenarios, click the delete icon next to the scenario.
Disabling scenarios
If you choose to disable scenarios in your plan, note that you'll be able to keep the changes of only one scenario in your plan. Any unsaved changes in all other scenarios will be lost.
To disable scenarios:
- In your plan, click settings () > Configure > Scenarios. The Scenarios page will be displayed.
- Click Disable. The 'Disable scenarios' dialog will be displayed.
- From the scenario drop-down, select the scenario that has the changes that you want to save in your plan.
- Click Disable.