Portfolio for Jira Home

Portfolio for Jira lets you plan your work strategically and realistically, providing a single source of truth into the current and future health of your initiatives. By using Portfolio for Jira, you can 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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What’s new

Learn about the latest and greatest changes in your Portfolio for Jira Server plans.

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Last modified on Aug 13, 2019

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.

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Administering Portfolio for Jira

Learn how to install and upgrade Portfolio, as well as how to administer the usage of Portfolio plans, and plan work across multiple teams and projects.

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Overview

Familiarize yourself with the different types of plans in Portfolio for Jira, and see for yourself which plan type best suits how your teams work across multiple projects.

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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 in Portfolio for Jira.

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What is a Portfolio plan

A Portfolio 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.

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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.

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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.

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Saving changes in Jira

Learn how to save the changes in your Portfolio plan back to Jira, so your teams in Jira will have access to your latest and greatest updates.

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Sharing roadmaps

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.

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Portfolio for Jira live plans (versions 2.0 to 2.27)

This section covers the configuration and usage of Portfolio for Jira live plans. If you prefer to keep using live plans, you'll find the documentation relevant to the usage of such plans in this section.

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Portfolio for Jira Server GDPR support guides

Information to help you with any GDPR-specific obligations that you may have.

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