Issue sources

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These are the issue sources in Portfolio, into which you'll have to organize your work in Jira:

Boards

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 Software:

  • 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
Projects

A project in Jira 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.

Filters

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 user with the Portfolio for Jira administrator global permission can configure a board's filter.

Out of the three (3) issue sources, we recommend that you use  Scrum boards. This gives you the ability to manage sprints from those boards, plan the capacity of future sprints, and assign issues to sprints — all directly from your Portfolio plan.


You can modify the issue sources of your plan at any time. Note that changing issue sources will affect your the scope, releases, and teams in your plan.

To modify issue sources:

  1. In your plan, click settings () > Configure > Issue sources.

  2. Click Edit issue sources. This will display the 'Create plan' wizard.

  3. Select your issue sources from existing boards, projects, and filters, and then click Next.

  4. Select the releases to include in your plan, and then click Next.

  5. Select the issues to include as the scope of your plan, and then click Done.


You can also choose the number of days completed issues will remain in your plan.

To set how long to display completed issues:

  1. In your plan, click settings () > Configure > Issue sources.
  2. In the 'Completed issues' section, enter the number of days you want to keep completed issues in the plan.
  • Keeping completed issues in a plan for a longer period of time may affect plan performance if this leads to loading many issues into your plan.
  • To filter out all completed issues from the plan, enter 0 (zero) in the days field.
Last modified on May 27, 2019

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