Creating plans

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You can now plan work for your teams using the new experience in Portfolio for Jira. Check out our documentation to get started.

While using the new functionality, note that some features are not complete yet, as we continuously iterate on the functionality. Send us any feedback you may have via the give feedback icon in your plan. This will help us validate the work we've done so far, towards building the best planning experience for you.

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.
最終更新日 2018 年 11 月 16 日

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