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.
To modify issue sources:
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.
You can also choose the number of days completed issues will remain in your plan.
To set how long to display completed issues:
- In your plan, click settings () > Configure > Issue sources.
- In the 'Completed issues' section, enter the number of days you want to keep completed issues in the plan.
- Keeping completed issues in a plan for a longer period of time may affect plan performance if this leads to loading many issues into your plan.
- To filter out all completed issues from the plan, enter 0 (zero) in the days field.
Custom fields
In the new experience, the following custom field types are supported:
- single-line text fields
- single-choice select fields
- multiple-choice select fields (read-only)
- date picker fields
- number fields
Even if you can view all the custom fields that are available in your Jira instance, you can only add the supported custom fields types to your plan. See Adding a custom field and Configuring a custom field to know more about managing custom fields in Jira.
To add custom fields 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 fields that you want to add to your plan. You can also choose to add multiple custom fields.
- Click the add button. The fields 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. Any unsaved changes that correspond to this field will also be removed from your plan.
- When searching for a custom field, you can click the Hide unsupported fields checkbox to further narrow down your search.
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.
- Choose a color for the new scenario. Any changes you make in the scenario will be displayed with flags, and the flags will be in the selected color.
- Click Create.
Once scenarios are enabled in your plan, you can create any additional scenarios, start planning work with multiple scenarios, or delete any scenarios no longer needed at any time. 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.
- Choose a color for the new scenario. Any changes you make in the scenario will be displayed with flags, and the flags will be in the selected color.
- Click Create.
When scenarios are already enabled in your plan, you can directly create scenarios from the roadmap view. Click the scenario menu > Create scenario.
Managing scenarios
With scenarios already enabled in your plan, you can manage scenarios directly from the roadmap view or from the plan configuration page.
- In the roadmap view, click the scenario menu > Manage scenarios. The Scenarios page will be displayed.
Do any of the following as needed:
Change the color of a scenario Click the assigned color of the scenario > choose another color.
Delete a scenario Click the delete icon for any scenario that you no longer need in your plan.
) > Configure > Scenarios. The Scenarios page will then be displayed.
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.