Creating teams

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Portfolio for Jira lets you play with what-if scenarios, to see if any team changes have any impact on planned work. 

Teams can either be private or shared across plans. The main difference here is you can assign a shared team to work across multiple plans. A private team can only be assigned work that's in the plan in which the team itself is created.

Creating a private team

When creating a private team for a plan, you're essentially creating a new team for the plan. The newly created team will only exist for this specific plan.

To create a private team:

  1. In the teams view of the plan, click + Create team. This will display the 'Create team' dialog.
  2. Choose New private team.
  3. Give the new private team a name.
  4. Choose the issue source that you want to associate with the team. The issues of the selected issue source will be prioritized for this team. We recommend that you use boards — when using boards and it's a Scrum board in particular, Portfolio for Jira can then use the velocity of past sprints to determine team velocity.
  5. Choose from the following team types:
    • Scrum— for teams that plan their work in sprints. More about Scrum
    • Kanban— for teams that focus on managing and constraining their work-in-progress. More about Kanban
  6. Specify the velocity (in points) for the team. The default value is 30 points.
  7. If you chose the Scrum team type, specify the iteration length (in weeks) for the team. The default value is 2 weeks.
  8. Choose the members to add to the team.
  9. 作成をクリックします。
  10. Save the team changes by doing the following:
    1. Click Review changes. The 'Review changes' dialog will display, with all changes selected by default.
    2. Make sure the checkboxes for the team changes are selected, then click Save selected changes in Jira.

Adding a shared team

When adding a shared team to a plan, you're essentially adding an existing shared team to the plan. The shared team should already exist in Portfolio for Jira.

Note that creating shared teams can only be done from the 'Shared teams and people' window. See Managing shared teams for more details.

To add a shared team to a plan:

  1. In the teams view of the plan, click + Create team. This will display the 'Create team' dialog.
  2. Choose Add existing shared team.
  3. Choose the shared team to add to the plan.
  4. Click Add shared team.
  5. Save the team changes by doing the following:
    1. Click Review changes. The 'Review changes' dialog will display, with all changes selected by default.
    2. Make sure the checkboxes for the team changes are selected, then click Save selected changes in Jira.

After adding a shared team to a plan, you'll still need to choose an issue source for the shared team. See Editing teams for more details.

最終更新日: 2019 年 2 月 11 日

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