Displaying issue details
You can choose the issue details that you want to display in your plan. These details may include:
- Issue details pulled from Jira (for example, assignees, sprints, and more)
- Custom fields in Portfolio for Jira (for example, target start dates and target end dates)
- Custom fields configured in Jira (for example, single-line text fields)
Sample plan with the improved interface
Adding a column
To display issue details in a plan, you'll first need to add the relevant fields to the plan. These fields will be displayed as columns, and each column will contain the corresponding issue detail.
- In the fields section of the plan, click more ( ).
- Select the checkbox of the field you want to add. The field will be added to the plan as a column.
To remove a column, click more () > clear the checkbox of the column.
Setting a value or option
While planning work, you can set a value or option in the corresponding columns of a plan.
- Click the cell of the relevant column.
- Specify the value or option for it.
The values for the columns in your plan may depend on what's configured in your Jira instance. For example, your priority options will depend on the configuration of priority schemes in Jira.
There may be times when the options for a custom field (for example, checkbox fields or multiple-choice select fields) will not load in your plan. This happens if you're trying to choose an option for an issue that you have not saved in Jira just yet. You'll need to save the issue to Jira first, to make the options load in your plan.
Resize the columns in a plan to ensure that all issue details are displaying completely.
Sample collapsed column in a plan
- Hover over either end of a column.
- Drag the end of the column to resize it.
- If you resize a column and make it small enough, the column automatically collapses. Click the column name to expand it.
- To quickly collapse and expand a column, click its corresponding column header.
- To collapse all columns, click Fields in the fields section.
You can move the columns in the order that you want them to appear in a plan.
Reordering columns in a plan
- In the fields section of the plan, click more ( ).
- Hover over the column that you want to move until the drag icon appears.
- Drag and drop the column to where you want to position it.
By default, the issues in a plan are sorted by rank order. You can choose to sort issues either by target start dates, target end dates, or due dates, in either ascending or descending order.
Issues sorted by rank
Issues sorted by ascending target start dates
There are some rules to keep in mind when you're sorting issues in a plan.
|Sorting starts from the issues in the highest level of the hierarchy.|
Issues in the highest hierarchy level will be sorted first. The issues within each group down the hierarchy levels will then be sorted accordingly.
|Sorting applies to issues hidden by filters.||If you've applied filters to a plan, the configured sorting order will still apply to any issues filtered out. If you clear the filters of the plan, all issues will be sorted in the configured order.|
|The configured sorting order will apply to newly created issues.|
Once you've configured sorting for the issues in a plan, any newly created issue will also be sorted in that order.
For example, if issues are sorted by ascending target start dates, and you create a child story in an epic, the new child story will also be sorted using its target start date against the dates of the other issues in the epic.
|When sorting issues in ascending order, issues without dates are sorted before issues that have dates.|
If you're sorting by target dates in ascending order, any issues that don't have dates will be sorted first, and they will appear at the top of each sorted group.
If an issue has only one date set, then that issue will be sorted before any other issue that doesn't have any dates. The issue with one date will appear at the top of the sorted group.
|Sorting will take into account any sprint dates.||If an issue doesn't have target dates but is assigned to a sprint, the sprint dates will be used as the start and end dates of the issue. These dates will be used when the issues are sorted.|
Dragging and dropping of issues is disabled in the scope section when issues are sorted by target dates.
Since the issues are already sorted by target dates in the relevant order, you won't be able to drag and drop an issue in the scope section of your plan.
However, you can still adjust the dates of issues if needed, which may have an impact on how these issues are consequently sorted.
Configuring sorting order on the roadmap
You can configure the sorting order of issues directly on the roadmap of a plan.
- Hover over the header of either the target start column or the target date column until the sorting icon appears.
- Click on the sorting icon until the issues are sorted in the order you want:
- Up icon for ascending order
- Down icon for descending order
- No icon to revert to the default rank order. Alternatively, if the issues are already sorted by ascending or descending order, click Reset sorting order to revert to the default rank order.
Configuring sorting order via view settings
You can also configure the sorting order of issues when customizing the view settings of a plan.
- In your plan, click the View settings drop-down.
- In the Sort by section, choose how you want the issues to be sorted by:
- Target start date, then choose whether you want the dates sorted by ascending or descending order
- Target end date, then choose whether you want the dates sorted by ascending or descending order
- Due date, then choose whether you want the dates sorted by ascending or descending order
- Rank, which will sort issues by their default rank order