作業の計画
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.
Once your plan is up and running, you're just about ready to plan more work for your teams. Most likely, your plan will already have issues in it, based on the issue sources you've connected to it.
You may also need to create more issues, to accommodate high-level work as they come. As you'd already know from previous versions of Portfolio for Jira, you can do this directly in your plan. In Portfolio for Jira 3.0, we're making this more straightforward and intuitive.
Do note that at any point in time during planning, you may just be planning high-level work — and that's fine. This essentially means that during high-level planning, it's typical to have placeholder estimates, and even skip specifying issue details, like assignees and target dates. Your teams can define more accurate values for these details later on.
Viewing issues
| 1 | 課題を表示する際の階層レベルの範囲を選択します。 |
| 2 | Expand an issue to view its child issues. |
| 3 | At the bottom of the scope section, you'll find the Issues without parent section, which displays the issues that do not belong to any parent issue. This section also displays the issues according to their hierarchy level. Expand a hierarchy level to view the issues of that hierarchy level. |
| 4 | Above the timeline section, configure the timeframe settings to view issues as needed:
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| 5 | The schedule block, which represents the schedule duration of an issue in a plan, based on the target dates that have been set for the issue. Ideally, an issue would have both target start date and target end date, but it's quite possible for an issue to have just one of the dates. In this case, the schedule block displays in a solid color on the end of the target date that's been set. The solid color transitions and gradually fades towards the other end of the schedule block, where the target date hasn't been set. |
課題の作成
Before creating issues, make sure that you've already:
- created the initiative issue type in at least one of the projects that's being used in your plan,
- and that you've also already configured the hierarchy levels of your plan, as needed.
Otherwise, some of the issue types won't be available to use.
You can create issues directly in your plan without having to jump back to Jira, and there are several ways to do this in Portfolio for Jira 3.0:
Also, note that the default duration for issues would depend on the timeframe in which you're viewing the plan. Note that you can always edit the duration after the issue is created.
- 3M: 1 週間
- 1Y: 1 か月
- Fit: The default duration depends on the date range of the issues in the timeline, which affects the width of the issues in the timeline. If the width fit is small, then the default duration could perhaps be a week or a month.
- Custom: The default duration depends on the duration that you set between the start and end dates. If you set a short period of time, then the default duration would be shorter as well.
Creating a child issue of an issue
A plan typically contains issues coming from multiple issue sources, such as boards, projects, or filters. As a best practice, it would help you plan work and create issues more efficiently if you keep in mind the issue source, and the parent issue of the issue you're creating. This helps you create child issues of issues across multiple issue sources, where it makes most sense.
ある課題の子課題を作成する
特定の課題の子課題を作成するには:
- プランの [スコープ] セクションで、作成する課題の [親課題] に移動します。
- Hover over the parent issue > click + > select the hierarchy level for the issue you're creating. This will add a row for the new issue, right below the parent issue.
- In the new row, select the issue type for the new issue > select the corresponding project.
- Give the new issue a name, then click Enter.
- If already known, specify other issue details, including assignee, team, estimate, sprint, release, and target dates.
- Above the timeline section, click Update Jira.
In the dialog that appears, if you're happy with the changes you've made, click Update Jira.
Note that you can edit any issue detail at any time.
Creating an issue at any hierarchy level
大まかな作業を計画していて課題を手短に作成するだけの場合は、任意の階層レベルで課題を作成できます。これは、作成する課題がいくつかあるもののそれらを親課題に関連付けられない場合に役立ちます。
任意の階層レベルで課題を作成する
任意の階層レベルで課題を作成するには、次の手順に従います。
- プランの [スコープ] セクションで [+ Create issue (+ 課題の作成)] をクリックします。
- 課題の階層レベルを選択します。これにより、親課題のないその他の課題と同様に、[スコープ] セクションの下部に新しい課題が作成されます。
- Give the new issue a name, and click Enter.
- 必要に応じて、対応する課題の詳細を指定します。
- ストーリー レベルに複数の課題タイプがマップされている場合に必要な課題タイプ
- Issue source, for when your plan has multiple issue sources, i.e. boards, projects, and filters
- If already known, specify other issue details, including assignee, team, estimate, sprint, release, and target dates.
- Above the timeline section, click Update Jira.
In the dialog that appears, if you're happy with the changes you've made, click Update Jira.
Note that you can edit any issue detail at any time.
Removing an issue from a plan
In 2.0 plans, you can remove issues from a plan by doing one of the following methods:
方法 1 Removing issues from the plan directly from the scope table |
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方法 2 Accessing the 'Create plan' wizard, and removing the issues from the scope of your plan | This only works for issues that have already been committed to Jira, which essentially means the issues already exist in your Jira instance.
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方法 3 Reverting the issues you've just created in your plan, before committing these changes in Jira |
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In 3.0 alpha plans, we're still iterating on what we believe will be a more favorable experience, in removing issues from plans. At this time, you can remove issues by:
方法 1 Reverting the issues you've just created in your plan, before updating Jira with these changes |
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方法 2 Accessing the 'Create plan' wizard, and removing the issues from the scope of your plan | This only works for issues that have already been committed to Jira, which essentially means the issues already exist in your Jira instance.
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Linking an issue to a parent issue
In 2.0 plans, you'd link an issue to a parent issue in the scope table. You'd click the issue, and the details pane displays on the right, and then you select the parent issue to link it to.
In 3.0 plans, you can simply drag and drop an issue to its parent issue. Note that you can only link an issue to a parent issue of the corresponding hierarchy level that you've configured for your plan. This means that if you've configured epics as the parent issues of stories, then you can only link a story issue to an epic issue.
課題を親課題にリンクする方法
- スコープ セクションで、親課題にリンクしたい課題を見つけます。
- 対応する階層レベルの親課題に、課題をドラッグ アンド ドロップします。
- Above the timeline section, click Update Jira.
In the dialog that appears, if you're happy with the changes you've made, click Update Jira.
課題を削除する
Just like in 2.0 plans, you cannot delete issues directly from a 3.0 alpha plan. You'll need to delete the issue from Jira, and to do this, you'll need the 'delete issue' project permission as well.