Comparing alpha and current versions
Starting with Portfolio for Jira 2.17.1, the new planning experience can now be used in your production instances.
Note the following when using the new experience:
- Some features may not be complete just yet, as we're continuously iterating on these.
- Any pages discussing the new experience will not be available in the usual page sidebar.
We've linked the table of contents below, so you can easily navigate the documentation at any time.
The following table lists the important differences between 3.0 alpha plans and 2.0 plans.
In the new planning experience, you can configure the following plan settings:
See Configuring plans for more details.
The following settings from 2.0 plans are also used as default:
Working hours and days
Commit of changes
This is disabled because individual team members are no longer available in 3.0 plans.
Viewing issues in a plan
Portfolio for Jira 2.0
In 2.0 plans, issues are displayed in a timeline at the top of the plan, with the work items of your teams displayed in a scope table at the bottom.
Portfolio for Jira 3.0
In 3.0 plans, you still have the scope table in fairly the same position in the plan, but we now call this the scope section.
However, we've moved the timeline 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.
In 2.0 plans, there are several ways to create issues, and some of these ways are not directly obvious to users.
In 3.0 plans, we're redesigning how you can create issues, making these more obvious and more intuitive:
See Planning work for more details.
In 2.0 plans, you need to use the calculate functionality, to interact with the timeline itself. When you calculate your plan, Portfolio calculates the realistic scheduled start and scheduled end dates of the issues, and then creates a realistic schedule of the issues.
In 3.0 plans, we're simplifying the experience by using only one type of date — target dates, We're also letting you interact with the timeline itself to schedule issues. You can now manually drag and drop issues directly 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.
See Scheduling work for more details.
In 2.0 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 3.0 plans, this section isn't available anymore. If an issue is not scheduled as expected, you can manually reschedule the issue straight away.
In 2.0 plans, when you rank and epic with child issues higher, the ranking of its child issues will also be higher. When these changes are committed to Jira, the child issues will also be ranked higher in Jira.
This can be confusing, especially if your teams have already ranked issues in their backlogs or active sprints, and the child issues are suddenly ranked higher.
In 3.0 plans, 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.
In 2.0 plans, progress is calculated by the percentage of the estimates completed against the total estimates.
In 3.0 plans, we now display progress more visually — in a status breakdown bar, which displays issues grouped by status category:
Saving changes in Jira
Across 2.0 and 3.0 plans, you can choose which changes you want to save in Jira, and which ones you want to discard.
In 3.0 plans though, these changes include any manual changes you make in your plan, as well as the optimized changes that you have accepted in your plan. You can review the changes, and then select which changes to save in Jira. See Saving changes in Jira for more details.
Zooming in and out of the work in your timeline
In 3.0 plans, you can quickly see issues for a set timeframe, like 3 months, 1 year, or even a custom date range. This lets you focus on only the issues scheduled within the selected timeframe.
You can also do this in 2.0 plans; however, you'd need to use the scheduled range filter — and this method wasn't too obvious to use.
There are no functionality differences between 2.0 and 3.0 plans yet, when it comes to managing teams. The only difference is how you access the 'team management' page in 3.0 plans.
In 2.0 plans, you can manage teams by clicking the Teams view, at the top-right area of your plan. In 3.0 plans, team management is accessed via the Team capacity tab above the scope table.
We're currently iterating on how teams are managed in 3.0 plans, so stay tuned.
In 2.0 plans, individual capacity planning is available.
In 3.0 plans, we're still considering how capacity is best managed. We're starting with the following details: