Displaying issue details
You can choose the issue details that you want to display in your plan. These details may include:
- issue details that Portfolio for Jira accesses from Jira, like assignees, issue statuses, sprints, releases, dependencies, priorities, and more.
- any custom fields existing in Portfolio, like target start dates, target end dates, and teams.
- any custom fields configured in Jira, like single-line text fields and single-choice select fields. See Configuring custom fields to learn more.
Sample plan, with the improved interface
To display the relevant issue details in a plan, do any of the following as needed:
|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.
|Setting a value or option for a column||
Click the cell of the relevant column, then specify the corresponding 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.
|Removing a column||
In the fields section of the plan, click more () > clear the checkbox of the column you want to remove from the plan.
The order of the columns in the fields section depends on the order that you add the columns to the plan. We're currently iterating on the best way to reorder columns for future versions.
Sample collapsed column in a plan