Changes in the new experience
The following table lists the important changes to note when planning in the new experience.
| タスク | 変更 |
| プランの設定 | In the new experience, you can currently configure the estimation, issue sources, and permissions being used in a plan. See Configuring plans for more details. The following settings the previous planning experience are also used as default:
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| プランの課題を表示する | 従来は、以下に示すプランの例のように、課題はプランの上部にあるタイムラインに表示され、チームの作業項目は下部のスコープ テーブルに表示されていました。
In the new experience, you still have the scope table in fairly the same position in the plan, but we now call this the scope section. However, the timeline has been moved to the right of the scope section, and each issue has its corresponding schedule block. The schedule blocks are displayed in the timeline, according to how these are scheduled, as displayed in the following sample plan.
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| Visualizing work using grouping and coloring settings | 従来はテーマ レポートを使用して、プランに単色かつ単一レベルのビューを適用し、さまざまな作業ストリーム (プロジェクト、チームなど) を個別のスイムレーンに分けることができました。 In the new planning experience, you can now mix and match grouping and coloring options, which let you visually display more details to your audience. This also makes it easier for your audience to consume your plan in greater detail.
Sample plan, with issues grouped by project, and issues colored by status 詳細については、「表示設定のカスタマイズ」をご覧ください。 |
| タイムラインで依存関係を表示する | Previously, you would know if an issue has a dependency if the issue has a light blue bar in either end in the timeline. These visual indicators are not obvious, and are not intuitive to use.
依存関係を持つ課題を含むプランの例 In the new experience, we're making it easier to for you to keep track of any dependencies in your plan. All you have to do is add the dependencies column to your plan, and you can view the existing dependencies straight away. Not only that — you can also create dependencies to and remove dependencies from any issue, directly in your plan.
依存関係を持つ課題を含むプランの例 See Managing dependencies for more information. |
| 課題の作成 | 以前は、課題を作成する方法は数通りありましたが、そのうちいくつかはユーザーにとって明確なものではありませんでした。 In the new experience, we're redesigning how you can create issues, making these more obvious and more intuitive:
See Planning work for more details. |
| 課題を割り当てる | In Portfolio for Jira, plans use the concept of team members, which are independent from assignees in Jira. You'd first assign an issue to a team member in Portfolio for Jira, and when you commit this change to Jira, the issue is then assigned to the corresponding assignee in Jira. In the new experience, we're simplifying this task by letting you set the assignee directly in your plan. This effectively removes that extra step of assigning the issue to a team member first, then saving the change in Jira as an assignee change. One thing to note, in the new experience, you can assign an issue to only one assignee. |
| 課題のスケジュール | Previously, you'd need to use the calculate functionality, to interact with the timeline itself. When you calculate your plan, Portfolio would calculate the realistic scheduled start and end dates of the issues, and then create a realistic schedule of the issues. In the new experience, we're simplifying the experience by using only one type of date — target dates. You can also directly interact with the timeline itself to schedule issues. You can manually drag and drop issues in the timeline, according to how you want to schedule these issues. You can also choose to make Portfolio optimize your plan for you and create a schedule of your work. But it's up to you to decide whether or not you'll accept the optimized changes made by Portfolio. 詳細については、「作業のスケジュール」をご覧ください。 In today's Portfolio's plans, you can use the scheduling factors section, to understand how issues are scheduled off your backlog, as well as why some issues aren't scheduled as expected. In the new experience, this section isn't available anymore. If an issue is not scheduled as expected, you can manually reschedule the issue straight away. |
| 課題のランク付け | Previously, when you'd rank an epic with child issues higher, the ranking of its child issues would also be higher. When these changes were committed to Jira, the child issues would also be ranked higher in Jira. 特にチームのバックログまたはアクティブ スプリントで課題のランク付けがすでに行われている場合、こうして子課題のランクが突然上がると、混乱を招くことがあります。 In the new experience, the ranking of child issues is now independent of the ranking of their parent issues. If you rank a parent epic higher, the ranking of its child issues in Jira will stay as is. |
| 進捗を計算する | Previously, progress would be calculated by the percentage of the estimates completed against the total estimates. In the new experience, we now display progress more visually — in a status breakdown bar, which displays issues grouped by status category:
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Saving changes in Jira |
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| Zooming in and out of the work in your timeline | In the new experience, you can quickly see issues for a set timeframe, like 3 months, 1 year, or a custom date range. This lets you focus on only the issues scheduled within the selected timeframe. You could also do this in today's plans; however, you'd need to use the scheduled range filter — and this method wasn't too obvious to use. |
| チームの管理 | Previously, you'd manage your teams by clicking the Teams view, at the top-right area of your plan. In the new experience, team management is accessed via the teams tab above the scope table. |
| キャパシティの管理 | 従来は、チーム メンバーの個々のキャパシティを計画することができました。 In the new experience, we're still considering how capacity is best managed. We're starting with the following details:
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| リリースを管理する | Previously, you'd manage your releases by clicking the Releases view, at the top-right section of your plan. In the new experience, release management is accessed via the releases tab above the scope table. We're still iterating on how releases are managed, and this is why the dynamic optimized dates of releases won't be visible as of yet. |
