What is a Portfolio plan

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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.

はじめる前に

For Portfolio for Jira to capture the latest and greatest data from Jira, you'll need to organize your work in Jira, into what we call issue sources in Portfolio. Portfolio first captures your Jira issues, and uses the corresponding issue details to create the ideal schedule for your teams. The issues can be scheduled across sprints, months, even years.

These are the issue sources in Portfolio, into which you'll have to organize your work in Jira:

ボード

ボードには 1 つまたは複数のプロジェクトの課題が表示され、作業中の課題を柔軟に表示、管理およびレポートできます。Jira Software には 2 種類のボードがあります。

  • Scrum board — for teams that plan their work in sprintsMore about Scrum
  • Kanban board — for teams that focus on managing and constraining their work-in-progress. More about Kanban
プロジェクト

A project in Jira is a collection of issues that is defined according to your organization's requirements. For example, it could be a software development project, a marketing campaign, or a website enhancement request system.

フィルター

Your board's filter is a Jira issue filter (a JQL query) that specifies which issues are included on your board. For example, your board may include issues from multiple projects, or from only one project, or from a particular component of a project. Only the administrator of a board or a user with the Portfolio for Jira administrator global permission can configure a board's filter.

Out of the three (3) issue sources, we recommend that you use boards — when boards are chosen, and it's a Scrum board in particular, Portfolio for Jira can then use the velocity of past sprints to determine team velocity. See Creating and deleting plans for more details.

What is a Portfolio plan?

A Portfolio plan is essentially a roadmap of all the work that you manage in Jira. Work can be anything you're involved in — it can be the issues your teams are working on, the releases your teams have committed to delivering, and more.

Portfolio pulls in these work items from Jira, and then uses an automatic scheduling mechanism to create a realistic schedule for your teams. This resulting schedule is based on relevant issue details that are logged in both Portfolio and Jira.

Over time, you may gain relevant knowledge on the work that your team's doing. You'd typically know more than what the algorithm can determine — and more often than not, you'd know that a certain issue should be scheduled at a certain time, even if Portfolio schedules the issue differently. 

Unfortunately, in the current Portfolio plans, it's not that easy going against the automatic scheduling mechanism. You can't simply drag and drop an issue to its ideal schedule — and this is one of the things we're changing in the new planning experience that's comingTo see what's specifically changing, check out Comparing alpha and current versions.

This is how a Portfolio plan looks like, with the new planning experience:

1

Configure plan settings, like the name of your plan, or the issue sources your plan is using. You can also delete a plan from the settings icon.

2

Navigate to different views of your plan:

  • Roadmap, to see the issues in your plan, including issue details, and how these issues are scheduled for your team to work on.
  • Team capacity, to configure and manage the teams that are working across all the issues in your plan.
  • Releases, to configure and manage the releases associated with all the issues in your plan.

See Working with Portfolio plans to know more about these views in your plan.

3

Filter work in your plan, so you're viewing only the work you need to see. You can filter your work by hierarchy levels, releases, and other filters.

You can also choose to view only the issues that are scheduled for a certain timeframe in your plan. Choose one of the timeframe options:

  • 3M: for the next 3 months, starting from the current day
  • 1Y: for a year, starting from the current day
  • Fit: from the earliest start date and latest end date of all issues in the plan, with the issues displayed to fit the width of the timeline
  • Custom: within a particular date range that you can set
4

The different sections in the roadmap view of your plan, where you can view and work on issues accordingly:

  • Scope, which displays the issues in the plan according to hierarchy levels. Expand a hierarchy level to see the issues of that level — and for each issue, the issue count (for each row), issue type icon, issue key, and issue summary are displayed. You can also create an issue in this section.
  • Fields: which displays the fields added to a plan as columns. Each column contains the corresponding issue details, as well as the corresponding issue actions.
  • Timeline: which displays issues in blocks, and the size of each issue block corresponds to its target start and end dates. You can schedule these issue blocks by dragging and dropping the blocks themselves. You can also adjust the target start and end dates by dragging the corresponding end of the block accordingly.

See 
Working with Portfolio plans for more details.

5

Perform actions for your plan:

  • Optimize your plan, to let Portfolio assist you in scheduling your work, based on issue details from Jira, like assigned sprints, assigned releases, dependencies, target dates, and more.
  • Review changes in your plan, so you can select which changes you want to save in Jira, as well as which ones to discard from your plan.

As a best practice, make a habit of regularly reviewing and saving your changes in Jira. This way, you can inform stakeholders, keep the work items in Jira up to date, and ensure that your teams are ready to execute on your plan — all in real time.

最終更新日 2019 年 4 月 2 日

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