Overview
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.
- Auto-scheduling your plan: Aside from setting target dates and manually scheduling issues, you can also choose to auto-schedule the work in your plan. Portfolio will consider some factors, and then prepare a schedule of the work items for your teams. You can then choose to accept or discard the suggested changes as needed.
Here is a sample plan in the new experience.
Take note of the following details when using the new experience.
| Configuring plans | In the new experience, you can configure your plan settings to suit how your team works. 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 Creating issues for more details. |
| Scheduling issues | We're simplifying the experience of scheduling issues by using only one type of date — target dates. You can still use other custom date fields that you may have configured before enabling the new experience, but you'll first need to add these custom fields to your plan. 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 Software to know how to add target dates to the issue screens in Jira. You can drag either end of a schedule bar, 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 auto-scheduling your plan for you. When auto-scheduling 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 saved 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 in Jira, 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:
Completed issues that are no longer displaying in the plan are also taken into account when progress is calculated. This progress calculation will be reflected in the status breakdown bar accordingly. |
Saving changes in Jira |
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| Managing teams | In the teams view, you can:
See Managing teams to know more about the functionality of teams. |
| Managing releases | In the releases view, you can:
See Managing releases to know more about the functionality of releases. |
| 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. See Future releases and limitations for the current limitations. 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. |
