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With Portfolio for Jira, you can plan your work strategically and realistically, providing a single source of truth into the current and future health of your initiatives. You can also 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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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.
Administering plans
Learn how to administer the usage of plans, and how to set up your plan users for success, so they can efficiently plan work for their teams.
Overview
Familiarize yourself with the different types of plans, and see for yourself which plan type best suits how your teams work across multiple projects.
Setting up the planning environment
Check out the several prerequisites you'll need keep in mind, so you can efficiently set up your planning environment.
What is a plan
A plan is your very own sandbox of the issues your teams are working on. Create and move issues around as you like, and address potential bottlenecks without worrying about how these impact your teams in Jira.
Working with Portfolio plans
See how you can make the most of your Portfolio plan. Learn how to create and configure your plans, and how to view, plan, and schedule work in the improved interface.
Managing teams and releases
Monitor the existing teams and releases in your plan, to see how you can maximize the performance of your teams, as well as loading performance of your plan itself.
Saving changes in Jira
Learn how to save the changes in your plan back to Jira, so your teams in Jira will have access to your latest and greatest updates.
Sharing and exporting plan data
Communicate to stakeholders how work is tracking across multiple projects and teams. Use grouping and coloring options in your roadmap, to convey relevant information at the right time.
Live plans (versions 2.0 to 2.27)
This section covers the configuration and usage of live plans, which are considered legacy plans. If you prefer to keep using live plans, the pages in this section are for you.
Live plans
Plans contain the issues, teams, and releases in Jira — combined and converted into a visual schedule of all your work.
Programs
Programs give you a high-level view of your work, which helps you track status and progress across multiple plans.
Scope
Plans in Portfolio integrate seamlessly with Jira. Any changes happening in Jira will reflect in your Portfolio plan, and vice versa.
Scheduling and timeline
The scheduler is one of core capabilities of Portfolio. The scheduling algorithm considers dependencies and priorities when creating a realistic schedule of all your work.
Teams
You can 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.
Releases
Plans always contain up-to-date information from Jira, which is handy in checking how releases are progressing.
Reports
Reports give you a graphical overview of the different aspects of your plan.
Portfolio for Jira Server GDPR support guides
Information to help you with any GDPR-specific obligations that you may have.