Working with Portfolio plans

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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.

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.

ロードマップ ビュー

プランのロードマップ ビューでは、管理するプロジェクトを横断して課題を計画およびスケジュールし、チームでそれらに作業するタイミングを把握できるようにします。

ロードマップには 3 つのセクションがあります。

  • 範囲。階層レベルに応じ、プラン内の課題が表示されます。階層レベルを展開してそのレベルの課題を表示し、各課題に対し、課題の数 (行ごと)、課題タイプ アイコン、課題キー、および課題の要約を確認できます。このセクションで課題を作成することもできます。
  • 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 blocks, and the size of each issue block corresponds to its target start and end dates. You can schedule these issue blocks by dragging and dropping the blocks themselves. You can also adjust the target start and end dates by dragging the corresponding end of the block accordingly.

Team capacity view

The team capacity 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 team capacity view, you can do the following:

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

You can choose to create a team for a specific plan, or to share that team across multiple plans.

See Managing team capacity to know more about teams.

リリース ビュー

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:

  • 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-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 about releases.

最終更新日 2018 年 11 月 5 日

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