プランの作成および削除
A plan holds all of your data for creating your roadmaps. The maximum number of issues that you can load into your plan is 5000, but once you've created your plan, there is a hierarchy limit of of 2000 — this is the maximum number of issues that Portfolio for JIRA can render at any given time.
- In your JIRA application, go to Portfolio (in header) > Create. The 'Create' page will be displayed.
- Select Create a plan, then click Create plan.
- Enter a name for your plan, and choose one of the plan privacy options:
- No restrictions – every Portfolio for JIRA user will be able to access the plan
- 非公開 – プランの作成者のみが表示および編集権限を持ちます。
Note that if you select private, only you will be able to see or access the plan. The plan will not be viewable by any other users, including JIRA administrators and system administrators.
Connect to the work of your teams
Select the sources that you'll be connecting to your new plan. We recommend that you use boards as your issue source, as when boards are chosen, and it's a Scrum board, then Portfolio for JIRA can use the velocity of the past few sprints to pre-fill the Team Velocity box. The team velocity box, in particular, assists in ensuring realistic calculation of the work.
ソース 説明 ボード A board displays issues from one or more projects, giving you a flexible way of viewing, managing and reporting on work in progress. There are two types of boards in JIRA Software:
Scrum board — for teams that plan their work in sprints. More about Scrum
Kanban board — for teams that focus on managing and constraining their work-in-progress. More about Kanbanプロジェクト A JIRA project is a collection of issues that is defined according to your organization's requirements. For example, it could be a software development project, a marketing campaign or a website enhancement request system.
フィルター Your board's filter is a JIRA issue filter (a JQL query) that specifies which issues are included on your board. For example, your board may include issues from multiple projects, or from only one project, or from a particular component of a project. Only the administrator of a board or a person with the 'Portfolio for JIRA Administrators' global permission can configure a board's filter.
Select your estimation method.
If all of your issue sources are boards using story points, the estimation method is automatically set to story points.
- [次へ] をクリックします。
関連するリリースの選択
作業に取り組むリリースを選択し、[次へ] を選択します。
チームの定義
推奨されたチームを許可するか、次の手順でそれらをカスタマイズできます。
- チームのアジャイル メソッドを選択します。
- スクラム — チームが固定されたイテレーションで作業している場合
- カンバン — チームが連続したフローで作業している場合
- Select the weekly capacity of your team.
- Click Next.
Note that you can delete a team by clicking more (
) > Delete.
Confirm the scope
課題の一覧を調整してプランに含めるものを選択できます。プランに含めたくない課題を削除するには、その課題のチェックボックスを選択解除して、[次へ] をクリックします。
プランの名前変更
Click the name of the plan name and enter a new name for it.
プランの削除
- Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
Click more (
) next to the plan name > Delete.