Portfolio for JIRA Home

Portfolio for JIRA enables realistic strategic planning, regardless of how many teams or people you have working towards your goals. It provides a single source of truth into the current and future health of your initiatives. Portfolio uses what-if scenarios, the data in your JIRA applications, and an intuitive interface to help your company efficiently view, plan, and manage initiatives. Teams use Portfolio for JIRA to effectively plan by creating reliable forecasts, staying informed with realistic schedules, and effectively troubleshooting and managing releases in an ever-changing environment. 


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Create a plan from your existing data in JIRA Software and roll-up epics into initiatives for 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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Discovering Portfolio for JIRA

Teams use to effectively plan work by creating reliable forecasts, staying informed with realistic schedules, and effectively troubleshooting and managing releases in an ever-changing environment. 

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Add-on administration

In the following section, you'll learn how to install and upgrade , as well as how to grant access to user groups that work with .

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Program

A program allows you to view aggregated information of your initiatives across multiple plans. This feature is currently in the beta phase of development.

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Plan

A plan contains your issues, teams, releases and allows you to calculate your projects' schedule. You can create any number of plans, which can be accessed by different users and groups.

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Scope

Live Plans feature a seamless integration with . Every change that happens on the boards and projects you've selected is reflected in your plan.

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Teams

Portfolio for JIRA allows you to add JIRA applications users as team members as well as virtual users.

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Releases

The plan data is always up to date allowing you to track your releases' progress and know if they will be completed on time.

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Reports

The Reports section gives you a graphical overview of the different aspects of your plan.

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Scheduling and timeline

The schedule is one of core capabilities of . The scheduling algorithm will automatically assign teams to issues, take dependencies and priorities into account, and generate a realistic forecast.

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Classic plans

Portfolio classic plans documentation

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