Working with Portfolio plans

This is the alpha version of Portfolio for Jira 3.0 — your sneak peek at the improved functionality that's just around the corner. As such, do note the following:

  • Some features may not be complete just yet, as we're continuously iterating on these.
  • Because it's an alpha version, the documentation will only be visible to you, our alpha users. You will not find any alpha pages in the usual page sidebar.

We've linked the table of contents below, so you can easily navigate to the alpha pages at any time.

Your Portfolio plan has three (3) views, which let you focus on specific aspects of your plan. These views make it easier for you to monitor the current progress of multiple projects, and ultimately stop potential bottlenecks from happening, by spotting these bottlenecks before they even happen.

Roadmap view

The roadmap view of your plan is where you plan and schedule issues across the projects you're managing, so your teams can know when to work on them accordingly.

The roadmap view has three (3) sections:

  • Scope, which displays the issues in the plan according to hierarchy levels. Expand a hierarchy level to see the issues of that level — and for each issue, the issue count (for each row), issue type icon, issue key, and issue summary are displayed. You can also create an issue in this section.
  • Fields: which displays the fields added to a plan as columns. Each column contains the corresponding issue details, as well as the corresponding issue actions.
  • Timeline: which displays issues in blocks, and the size of each issue block corresponds to its target start and end dates. You can schedule these issue blocks by dragging and dropping the blocks themselves. You can also adjust the target start and end dates by dragging the corresponding end of the block accordingly.

Team capacity view

The team capacity view helps you make sure that your teams do have the capacity to handle the issues that you're scheduling for them to work on.

In the team capacity view, you can do the following:

  • Create teams and add members to teams
  • Set the working hours for the team members
  • Choose the scheduling method for the teams
  • Assign tasks to teams accordingly

You can choose to create a team for a specific plan, or to share that team across multiple plans.

See Managing team capacity to know more about teams.

Releases view

Portfolio for Jira dynamically loads issues from Jira into your plan, and then suggests the releases you can work with for the issues in your plan.

In the releases view, you can do the following:

  • configure and manage these releases
  • keep track of the progress of these releases
  • determine if these releases will be completed on time, as planned

You can choose to create project-specific releases, which are associated to one particular project, or cross-project releases, which gives you a higher level view of your work since you can associate multiple projects with a cross-project release.

See Managing releases to know more about releases.

Last modified on Aug 22, 2018

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