Publish updates to linked projects

This page refers to Portfolio classic plans. If you are currently running Portfolio 2.0, please check this link to access the latest page version.

Portfolio for Jira gives you the ability to update linked issues so that you can publish your most recent changes in your plan back to the actual Jira issues in your project. This allows you to try out different planning scenarios, prioritize and calculate the plan, and once this is completed, update the Jira issues accordingly. 

Update issues in projects

  1. Select  Plan > Apply updates to project(s).



  2. Select all of the fields you would like to update in your project issues. 
  3. Select Keep existing or Replace existing, depending on if you want to keep or overwrite the selected field in your project with changes from your plan. 
  4. Select Update.  

Update linked elements

Select which level(s) of the hierarchy to apply updates to (initiatives, epics, stories). In addition, you can select to update the versions of linked elements as well.  

Issue FieldDescription
EstimatesUpdates the original (and if applicable, remaining) estimate based on the latest estimate in the plan.
AssigneeAssigns the issue directly to the assigned team member. This only works if a story is assigned to a single person. If the issue is assigned to multiple people or a team, it will not update in the project.  
SummaryUpdates the issue summary based on the summary in the plan.
DescriptionUpdates the issue description based on the description in the plan.
Due DateSets the issues' due date to the calculated end date.
Fix versionsUpdates the fix version in the project based on the release that is set in the plan.
Issue links

Select to update any issue links and configure how to handle existing issue links. You can also select an issue link type, which are defined in your Jira project.



Version fieldsDescription
Start dateReplace the start date in your linked project with the start date in your plan.
End dateReplace the end date in your linked project with the end date in your plan.
Version nameReplace the version name in your linked project with the version name for the issue in your plan.
Last modified on Apr 4, 2019

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