Working with Portfolio plans

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 schedule bars, and the size of each bar corresponds to its target start and end dates. You can schedule these issues by dragging and dropping the bars themselves. You can also adjust the target start and end dates by dragging the corresponding end of the bar accordingly.

Teams view

The teams view is now available in the new experience.

In this view, you can perform the following tasks:

  • Create, edit, share, and delete private teams
  • Create and edit shared teams, and remove shared teams from a plan
  • Add members to and remove members from private and shared teams
  • Assign teams to the work in your plans

See Managing teams for more information.

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.

The releases view is now available in the new experience.

In this view, you can perform the following tasks:

  • 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 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 for more information.

Last modified on Apr 4, 2019

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