Displaying issue details
You can choose the issue details that you want to display in your plan. These details may include:
- Issue details pulled from Jira (for example, assignees, sprints, and more)
- Custom fields in Portfolio for Jira (for example, target start dates and target end dates)
- Custom fields configured in Jira (for example, single-line text fields)
Sample plan with the improved interface
Adding a column
To display issue details in a plan, you'll first need to add the relevant fields to the plan. These fields will be displayed as columns, and each column will contain the corresponding issue detail.
- In the fields section of the plan, click more (
). - Select the checkbox of the field you want to add. The field will be added to the plan as a column.
To remove a column, click more () > clear the checkbox of the column.
Setting a value or option
While planning work, you can set a value or option in the corresponding columns of a plan.
- Click the cell of the relevant column.
- Specify the value or option for it.
The values for the columns in your plan may depend on what's configured in your Jira instance. For example, your priority options will depend on the configuration of priority schemes in Jira.
Resizing columns
Resize the columns in a plan to ensure that all issue details are displaying completely.
Sample collapsed column in a plan
- Hover over either end of a column.
- Drag the end of the column to resize it.
- If you resize a column and make it small enough, the column automatically collapses. Click the column name to expand it.
- To quickly collapse and expand a column, click its corresponding column header.
- To collapse all columns, click Fields in the fields section.
Reordering columns
You can move the columns in the order that you want them to appear in a plan.
Reordering columns in a plan
- In the fields section of the plan, click more ().
- Hover over the column that you want to move until the drag icon appears.
- Drag and drop the column to where you want to position it.