Working with Portfolio plans
This page refers to the usage of the improved planning interface in Portfolio for Jira (version 3.0 and later). If you're using a Portfolio for Jira live plan (any version from 2.0 to 2.27), refer to the documentation in this section.
Now that you've created your plan and added some issues for your team, it's time to start thinking about how best to schedule these issues for your team.
Portfolio for Jira has a scheduler that considers several issue details, to automatically create a sensible timeline of the work that's relevant to you. With the scheduler, it's easier to spot bottlenecks — this gives you a chance to handle these potential problems even before they happen. As handy as the scheduler can be, you don't really see how it works out your schedule. Ultimately, you're only given the resulting schedule.
With experience and product knowledge, let's say that you know that an issue should be scheduled earlier than what has been plotted by the scheduler. To get the issue scheduled the way it should be scheduled, you'd need to experiment around by changing some issue details.
In the improved interface, you can now quickly drag and drop the position of an issue in the timeline, to schedule work your way. You’ll no longer have to guess what you should do, to get issue NPE-3 scheduled on 6 November 2018.
When scheduling work for your team, you may need to do any of the following at a given time: