Creating and deleting a plan

A plan holds all of your data for creating your roadmaps. You can create any number of plans, which can be accessed by different users and groups. The limit on the amount of issues you can load into a given plan is 5000, and the limit that Portfolio for JIRA can render at any given time is 2000.

  1. In your JIRA application, go to Portfolio (in header) > Create. The 'Create' page will be displayed.
  2. Select  Create a plan, then click  Create plan.
  3. Enter a name for your plan, and choose one of the plan privacy options:
    • No restrictions – every Portfolio user will be able to access the plan
    • Private – only the creator of the plan has view and edit permissions

Note that if you select private, only you will be able to see or access the plan. The plan will not be viewable by any other users, including JIRA administrators and system administrators.

Connect to the work of your teams

  1. Select the sources that you'll be connecting to your new plan. We recommend that you use Boards as your issue source, as when boards are chosen, and if the board is a scrum board, then Portfolio can use the velocity of the past few sprints to pre-fill the Team Velocity box, which assists in doing a realistic calculation of the work.

    Sources Description
    Board

    A board displays issues from one or more projects, giving you a flexible way of viewing, managing and reporting on work in progress. There are two types of boards in JIRA Agile:

      Scrum board — for teams that plan their work in sprintsMore about Scrum
      Kanban board — for teams that focus on managing and constraining their work-in-progress. More about Kanban

    Project

    A JIRA application project is a collection of issues that is defined according to your organization's requirements. For example, it could be a software development project, a marketing campaign or a website enhancement request system.

    Filter

    Your board's filter is a JIRA issue filter (a JQL query) that specifies which issues are included on your board. For example, your board may include issues from multiple projects, or from only one project, or from a particular component of a project. Only the administrator of a board or a person with the 'JIRA Administrators' global permission can configure a board's filter.

  2. Select your estimation method. 

    Note

    If all of your sources are boards using story points, the estimation method is automatically set to story points.

  3. Once you're ready, click Next.

Select relevant releases

Select the releases that you want to work with and click Next.

Define your teams

You can accept the suggested teams or you can customize them by following these steps: 

  1. Choose the scheduling mode.
  2. Select the team's weekly capacity.
  3. You can delete a team by clicking the three dots and selecting Delete.
  4. Click Next.

Confirm the scope

In the last step you can refine the list of issues to be included in your plan. The limit on the amount of issues you can load into your plan is 5000, and once you've created your plan, there is a hierarchy limit of 2000, which is the limit on the number of items that Portfolio can render at any given time. The number of issues is denoted to the right of "Deselect all".

  1. Uncheck any issues you don't want to include in your plan and click Next.

Changing the initial configuration

Once your plan is created you can change its name by clicking the plan name and changing it.

 

Deleting a plan

Follow these steps to remove a plan:

  1. Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
  2. Click more () next to the program name > Delete.


    Once you confirm the action, the plan will be permanently erased.

Related topics

Last modified on Aug 8, 2017

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