概要

Starting with Portfolio for Jira 2.17.1, the new planning experience can now be used in your production instances.

Note the following when using the new experience:

  • Some features may not be complete just yet, as we're continuously iterating on these.
  • Any pages discussing the new experience will not be available in the usual page sidebar.

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

Portfolio for Jira provides you with a single source of truth into the current and future health of your initiatives. Using Portfolio for Jira, you can create reliable forecasts of the work of your teams in Jira, while keeping track of current work across realistic schedules in an ever-changing environment.

This is how a Portfolio for Jira plan looks like, with the new planning experience:

はじめる前に

Take note of the following details when using the new experience:

プラン権限の構成

As a Portfolio administrator, you can choose the users who can make changes in a plan, and the users who can only view a plan.

プラン権限の例

Note that plan permissions are plan-specific, so you'll need to make any necessary changes in each plan. See plan permissions for more details.

作業の表示と管理

With the new experience, plans have three (3) views, which let you focus on specific aspects of your plan.

  • ロードマップ: 管理しているプロジェクト全体で課題を計画し、スケジュールできます。
  • Team capacity, where you can view, create, edit, and delete the teams in your plan.
  • リリース: プラン内のリリースを表示、作成、編集、および削除できます。

See What is a Portfolio plan to know more.

作業の計画

The new planning experience have a simpler, more intuitive interface for you to view and manage the issues in your plans.

プランのロードマップ ビューには、次のセクションがあります。

  • Scope section, which functions as the backlog of your plan
  • Fields section, which contains pertinent details about the issues in your plan, like status, status breakdown, and estimates
  • Timeline section, which displays the schedule blocks for each issue in your plan, according to how the issues are scheduled. You can use these blocks to schedule your issues accordingly.

また、プラン内の課題をフィルタリングして、注力する必要のある作業だけを表示できます。プロジェクト、リリース、割り当てのチーム、およびこれらの課題がスケジュールされている時間枠ごとに作業をフィルタリングできます。

See What is a Portfolio plan to know more.

課題のスケジュール

You can schedule the issues in your plan by dragging and dropping the corresponding schedule blocks in the timeline, or by entering target start dates and target end dates for the issues.

You can also drag either end of a schedule block, so work for the issue is scheduled for either a shorter or longer period of time.

子課題のスケジュール時に、これらの課題の開始日と終了日はその親課題の日付にロールアップされます。実質的には、これは次のことを意味します。

  • 親課題の開始日は、すべてのその子課題の最も早い開始日になります。
  • 終了日はすべての子課題の最も遅い終了日になります。

If you need some ideas on how best to schedule work for your teams, Portfolio for Jira can help you out by optimizing your plan for you. When optimizing your plan, Portfolio for Jira will:

  1. Consider various issue details, including assigned sprints, assigned releases, dependencies, estimates, and target dates
  2. Give you a preview of how the issues in your plan would be scheduled
  • The optimized changes will not be automatically saved when these changes display in your plan. You can choose to accept the optimized changes, or return to your plan to make other changes accordingly.
  • For Portfolio to optimize your plan and produce a realistic schedule, you need to estimate the issues in your plan and set up team capacity.

See Scheduling work and Saving changes in Jira for more details.

Saving changes in Jira

  • Any changes you make in your plans will not be saved in Jira, until you're comfortable with the changes made. These include the manual changes you make in your plan, and the optimized changes that you may have accepted.
  • どの変更を Jira に保存するかは、確認して選択できます。詳細については、「Jira で変更を保存する」を参照してください。
Managing team capacity

In the team capacity view, you can:

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

See Managing team capacity to know more about teams.

リリースを管理する

リリース ビューでは、以下のことが可能です。

  • Configure and manage project-specific releases and cross-project releases
  • これらのリリースの進捗を追跡する
  • これらのリリースが、計画どおりのタイミングで完了するかどうかを判断する

See Managing releases to know more about releases.

Opting in and out of the new experience

While we've released heaps of features and improvements, we understand that you may need some features that are not available yet. If this is the case, you may need to opt out of the new experience while we're building more functionality.

We'll announce new features and improvements as we roll them out in future releases. Check out our release notes for updates. We hope you do opt in again, as we iterate on and release more features over time.


See 
Setting up your alpha experience for more details.

最終更新日 2018 年 11 月 5 日

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