1. Installing Portfolio for Jira
- 1. Installing Portfolio for Jira
- 2. Preparing your planning environment
- 3. Creating Portfolio plans
- 4. Managing your teams
- 5. Managing your releases
- 6. Working with your plans
- 7. Customizing your plans
- 8. Sharing your plans
To help you set your team up for success, we've prepared this high-level guide that discusses how to set up Portfolio for Jira with your existing Jira instance. We've also prepared some high-level recommendations and optional steps that you can consider taking, as you flesh out your plan.
The guide provides the typical end-to-end path that users and administrators may find themselves taking part in when using Portfolio for Jira. The guide is comprised of several pages, and for each page, we'll explicitly indicate the intended audience of the content. Some pages may benefit multiple audiences, and we'll explicitly call these out as well.
- We recommend that you use the latest versions of both Jira and Portfolio for Jira . See Upgrading Jira applications if you need to upgrade the version of Jirathat's running on your instance.
- If upgrading to the latest version is not possible, at the very least, make sure that the version of Portfolio for Jira that you're installing is compatible with the Jira version you're running. See this page for version compatibility.
- We recommend you use Chrome or Firefox browsers when using Portfolio for Jira.
Installing Portfolio for Jira
The following steps assume that you're already using either Jira Core Server or Jira Software Server, preferably the latest version. Depending on the version you're running, the menu items may vary.
- In Jira, go to > Apps.
- Depending on the version of Jira you're using, click Find new apps or Find new add-ons.
- In the 'Search the Marketplace' box, enter Portfolio for Jira, then click Enter.
- Click Free trial. Wait a few seconds until the subscription is updated.
- Click Get started.
- Click Create a plan to start working with Portfolio for Jira.
If it's your first time to install and use Portfolio for Jira, you'll be prompted to take a product tour. You can skip this tour if needed — but in case you have time for it later on, click settings> Get started tour.