Installing Portfolio

Before you begin

Note the following requirements:

  • We highly recommend you use Chrome or Firefox browsers.

Installing Portfolio for Jira

The following steps assume that you're already using either Jira Core or Jira Software, preferably the latest version. Depending on the version you're running, the menu items may vary.

  1. In Jira, go to  > Apps.

  2. Depending on the version of Jira you're using, click Find new apps or Find new add-ons.

  3. In the 'Search the Marketplace' box, enter Portfolio for Jira, then click Enter.

  4. Click Free trial. Wait a few seconds until the subscription is updated.

  5. Click Get started.

  6. Click Create a plan to start working with Portfolio for Jira.

If it's your first time to install and use Portfolio for Jira, you'll be prompted to take a product tour. You can skip this tour if needed — but in case you have time for it later on, click settings > Get started tour.

Last modified on Mar 25, 2020

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