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Portfolio for Jira lets you plan your work strategically and realistically, providing a single source of truth into the current and future health of your initiatives. By using Portfolio for Jira, you can create reliable forecasts of your work, while keeping track of current work across realistic schedules in an ever-changing environment.



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Create plans from your existing data in Jira, and roll up epics into higher hierarchies, to get a cross-team, cross-project view.

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What’s new

Learn about the latest and greatest changes in your Portfolio for Jira Server plans.

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Last modified on Apr 4, 2019

Discovering Portfolio for Jira

Portfolio for Jira lets you plan work by creating reliable forecasts and staying informed with realistic schedules in an ever-changing environment.

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Administering Portfolio for Jira

Learn how to install and upgrade Portfolio, and how to grant access to user groups that work with Portfolio.

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Portfolio for Jira new experience

You can now plan work for your teams using the new experience (early access feature) in Portfolio for Jira. Try it out and let us know what you think of it via the give feedback button in your plan.

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Plan

Plans contain the issues, teams, and releases in Jira — combined and converted into a visual schedule of all your work.

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Programs

Programs give you a high-level view of your work, which helps you track status and progress across multiple plans.

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Scheduling and timeline

The schedule is one of core capabilities of Portfolio. The scheduling algorithm considers dependencies and priorities when creating a realistic schedule of all your work.

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Scope

Plans in Portfolio integrate seamlessly with Jira. Any changes happening in Jira will reflect in your Portfolio plan, and vice versa.

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Teams

Portfolio lets you add Jira users as team members to your plan, as well as virtual users. You can utilize these users to create more realistic plans for your work.

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Releases

Plans always contain up-to-date information from Jira, which is handy in checking how releases are progressing.

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Reports

Reports give you a graphical overview of the different aspects of your plan.

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Classic plans

With the future release of Portfolio for Jira 3.0, Portfolio for Jira will no longer support the use of classic plans. We recommend to start planning your migration to the new planning experience. Check out our migration guide for details.

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Portfolio for Jira Server GDPR support guides

Information to help you with any GDPR-specific obligations that you may have.

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