Viewing work

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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 work streams.

The roadmap view of your plan lets you see all the work that's relevant to you. With the new experience, you can use the different elements in this view, so you can focus on only the relevant details. For example, you can deep-dive into the details by narrowing down the available filters, or go wider by expanding the timeframe or hierarchy levels.

1 Select the hierarchy levels from which and to which you want to view issues.
2

Click to expand an issue to view its child issues.

You can also quickly expand or collapse the issues in the hierarchy.

In doing so, the issues will be expanded according to the hierarchy levels that have been set. In the example above, the hierarchy levels are set from initiative to story. This means that all issues from the initiative level down to the story level will be expanded.

3

At the bottom of the scope section, you'll find the issues without parent section, which displays the issues that do not belong to any parent issue when expanded.

This section also displays the issues according to their hierarchy levels. Expand a hierarchy level to view the issues of that hierarchy level.

4

Use filters to display the relevant issues in your plan, like projects, releases, teams, issue details, and more. See Filtering issues for more details.

5

Choose the issue details that you want to display in your plan, which include:

  • issue details that Portfolio accesses from Jira, which may include assignees, issue statuses, sprints, releases, dependencies, and more
  • any custom fields existing in Portfolio, like target start datestarget end dates, and teams
  • any custom fields configured in Jira, like single-line text fields and single-choice select fields

See Displaying issue details to learn more.

6

Above the timeline section, choose the timeframe settings as needed:

  • 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
Notes when configuring timeframe settings

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 bar — this arrow indicates that the target date goes beyond the timeline.

In the example below, the timeframe is set to 1 year, and you have an issue has a start date of 07 Jan 19, which goes beyond the timeline.

By clicking the arrow of the schedule bar, the timeframe jumps to the start date of the issue, while the timeframe automatically sets itself into the corresponding custom date range.

7

Customize the view of the timeline, to make it easier for your audience to consume your plan. The following view settings are available:

  • Group by: Group issues into separate swimlanes by assignee, project, or team.
  • Color by: Color issues by status, team, or label, or by the corresponding values of any single-choice select and multiple-choice select custom fields being used in the plan.

See Customizing view settings to know more.

8

View the details of a release in your plan. This is helpful in monitoring if any releases are off track.

See Managing releases and Monitoring releases for more details.

9

The schedule bar, which represents the schedule duration of an issue in a plan, based on the target dates that have been set for the issue.

Ideally, an issue would have both target start and target end dates, but it's quite possible for an issue to have just one of the dates. In this case, the schedule bar displays in a solid color on the end of the target date that's been set. The solid color gradually fades towards the other end of the schedule bar, where the target date hasn't been set.

When the new experience is enabled in a plan, the following will take place by default:

  • The target start date, target end date, and status columns will be displayed in the fields section.
  • The issues are displayed to fit the width of the timeline, based on the earliest start date and latest end date of the issues in the plan.

This applies to newly created plans and existing plans where the new experience has been enabled. You can change these details and settings any time moving forward. See Displaying issue details for more information.

最終更新日 2019 年 4 月 4 日

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