Working with Portfolio plans
You can now plan work for your teams using the new experience in Portfolio for Jira. Check out our documentation to get started.
While using the new functionality, note that some features are not complete yet, as we continuously iterate on the functionality. Send us any feedback you may have via the give feedback icon in your plan. This will help us validate the work we've done so far, towards building the best planning experience for you.
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.
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:
The teams 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 teams view, you can do the following:
You can choose to create a team for a specific plan, or to share that team across multiple plans.
See Managing teams to know more.
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.
We're still iterating on how releases are managed in the new planning experience. This is why the dynamic release dates that have been optimized are not visible in the releases view just yet.
In the releases view, you can do the following:
You can choose to create project-specific releases, which are associated to one particular project, or cross-project releases, which give 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.