Installing Portfolio for Jira



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The content on this page is meant for Jira administrators. Only Jira administrators have the global permission that's required to perform the procedure below.


  • 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.

  1. In Jira, go to  > Apps.
  2. Depending on the version of Jira you're using, click Find new apps or Find new add-ons.
  3. In the 'Search the Marketplace' box, enter Portfolio for Jira, then click Enter.
  4. Click Free trial. Wait a few seconds until the subscription is updated.
  5. Click Get started.
  6. 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.

最終更新日 2019 年 4 月 9 日


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