Working with plans
This information applies to Portfolio for Jira 3.0 and later. If you're using an earlier version (2.0 to 2.27) see the Portfolio for Jira live plans documentation.
Before you begin
There are loading limits to take note of when using plans in Portfolio for Jira. Loading limits essentially restrict the number of issues that can be loaded into a plan.
Loading limits prevent the schedule of a plan from becoming too large for Portfolio for Jira to process. If a plan becomes too large, this can cause your Jira instance to time out. To prevent this, you can consider creating multiple plans and spread the work across these plans, or you can remove certain issues from the issue sources that you've connected to the plan.
If a plan becomes too large, this can cause your Jira instance to time out. To prevent this, you can consider creating multiple plans and spreading the work across these plans, or you can remove certain issues from the issue sources that you've connected to the plan.
Note the following loading limits in a plan:
- Absolute issue limit: The number of issues you can load into a plan, which is 5000.
- Hierarchy issue limit: The number of issues that can be displayed for each hierarchy level in the plan, which is 2000. This limit only applies when you're creating a plan; you will not be able to create a plan if the total number of issues exceeds 2000 for any of the hierarchy levels.
- Project limit: The number of projects you can load into a plan, which is 100. This limit only applies when you're creating a plan; you will not be able to create a plan if the total number of projects in the plan exceeds 100.
- Team limit: The number of teams you can access via shared team settings. The limit for the number of teams that a plan can directly display is 50. If you have more than 50 teams, some teams won't be displayed directly in the shared team settings page. To find teams that are not displaying, enter the team name in the search box.
Working with plans
Your plan has three 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 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 start and end dates. You can schedule these issues by dragging and dropping the bars themselves. You can also adjust the start and end dates by dragging the corresponding end of the bar accordingly.
You can add Jira users as team members in your plans. For each plan in Portfolio for Jira, you can create new teams, choose the scheduling method for these teams, and assign tasks to these teams.
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
Portfolio for Jira can dynamically load issues from Jira into your plan, and then suggests the releases you can work with for the issues in your plan.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.