Creating plans

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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.

プランの作成

After creating a plan, you will be taken to the roadmap view, where you can view and schedule issues across the projects you're managing. Once the issues are scheduled, your teams can then know when to work on these issues accordingly.

Sample plan, with the new experience

To create a plan:

  1. In Jira, go to Portfolio (in header) > Create. The 'Create' dialog will be displayed.
  2. Select 3.0 planCreate.
  3. Give your plan a name.
  4. Select one of the privacy options from the privacy drop-down:
    • No restrictions (default option) – all Portfolio users can view and access the plan
    • Private – only the creator of the plan can view, access, and edit the plan
    If you select private, only you can view, access, and edit the plan. No other user can view or even search for the plan, including Jira administrators and system administrators. You can change the privacy option as necessary.
  5. 次へ」 をクリックします。
  6. Choose the issue sources (boards, projects, filters) that you want to use for your plan.
    If you choose a Scrum board as one of your issue sources, you'll also be asked to choose how you want to estimate your issues. We recommend that you use story points. See What is a Portfolio plan to know more about issue sources.
  7. 次へ」 をクリックします。
  8. Choose the releases that are relevant to your work, then click Next.
    You'll only need to choose releases if there are existing releases in Jira, that are associated with the selected issue sources.
  9. Confirm the issues that you want to include in your plan by selecting the corresponding checkboxes.
    By default, all the issues are selected. Filter the issues by project, issue source, issue key, or issue summary as needed.
  10. When you've marked all the issues you need, click Done.
  • To rename a plan, hover over the name > enter a new name > click Enter. You can rename a plan at any time.
  • To delete a plan, click settings () > Delete.
  • You can also configure the issue sources of your plan at any time. See Configuring plans for more details.
  • Newly created plans will display issues that start from the highest hierarchy level that has at least one issue. If your issue sources contain at least one issue at the initiative level, then the plan will display issues starting with initiatives in the scope section. If no issues are defined from the issue sources, the plan will display issues at the epic level by default.

Customizing a plan

When planning work, you're likely to be managing multiple issues that span multiple projects. It's easy to lose track of your work at one point or another, when you're across multiple business initiatives.

With the new experience, you can customize your plan by doing the following:

  • displaying only the issue details that are relevant to you in your plan
  • displaying only the issues scheduled during a certain period of time

This way, you're sure to keep track of just the work you're particularly focusing on at a given time.

Displaying issue details in a plan

You can choose the issue details that you want to display in your plan. This lets you view only the details that you need to see in your plan.

The issue details that you can display are:

  • issue details that Portfolio grabs from Jira, which may include assigneesissue statusessprints, and releases
  • any custom fields that are configured in Portfolio, which may include target start datestarget end dates, and teams

To display these issue details, you'll need to add fields to your plan. These fields will be displayed as columns, and each field contains the corresponding issue detail. You can also remove fields from a plan, and reorder the fields in your plan.

Adding a field

In the fields section of your plan, click more ( ) > select the checkbox of the field you want to add.

Removing a field

In the fields section of your plan, click more ( ) > clear the checkbox of the field you want to remove from the plan.

Reordering fields

The order of the columns in the fields section depends on the order that you add the fields to your plan. We're currently iterating on the best way to reorder fields for future versions.

  1. In the fields section of your plan, click more ( ) > clear the checkboxes of all the fields.
  2. Select the checkboxes of the fields in the order in which you want the corresponding columns to display.

Displaying issues scheduled for a timeframe

You can quickly configure your plan to display only the issues that are scheduled for a specific timeframe you have in mind.

Above the timeline section of your plan, choose one of the timeframe options:

  • 3M: for issues scheduled for the next 3 months, starting from the current day
  • 1Y: for issues scheduled for 1 year, starting from the current day
  • Fit: for issues scheduled from the earliest start date and latest end date in the plan itself, with the issues displayed to fit the width of the timeline
  • Custom: for issues scheduled within a particular date range
You may have issues with target start dates or target end dates that go beyond the selected timeframe. For such issues, you'll see an arrow at the end of the schedule block — this arrow indicates that the target date goes beyond the timeline.

In the example below, the selected timeframe is 1 year (1Y), and the highlighted issue has a start date of 5 Mar 18, which goes beyond the timeline.

By clicking the arrow of the schedule block, the timeframe updates into a custom date range, as shown below.

最終更新日 2018 年 11 月 5 日

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