All you need to know about Jira Portfolio

June 18, 2021

Portfolio is also a tool that can be implemented with JIRA, and is designed to help create plans and gain a better perspective of the entire process, as well as share your plan with all parties involved.

Through this function you can create a visual schedule with total visibility of your work, the team and the projects that are being carried out to finish the task. It is a tool that allows you to fully manage the capacity of your team.

Functions of JIRA portfolio:

Amongst the general functions of the Portfolio tool you will find the following:

  1. Planner: You can create a plan that covers all your JIRA projects and create a chronological order in real time that allows you to have visibility of all the teams involved.

Have accurate forecasts about the performance of your team: This tool allows you to compare your times, dates and original plans with their automatic forecasts to know how well your team is actually acting.

  1. Manage your projects: You can manage everything related to speed, skill and availability of each of your team members.

  2. Analyze two types of scenarios: With portfolio you can create false scenarios that are possible to happen and what you would do in this case, always having a plan B, or backup, in case some part of your plan does not happen as planned.

How to create a plan

The option to access the portfolio will be reflected directly in your inbox or dashboard when you enter JIRA, it should look like this:

portfolio_1.png

Once you click there, you can access the option to create a new plan:

portfolio_2.png

There are 5 steps in total that you must do to create your plan.

Step # 1 is about placing the name of your plan, which can be any you want.

plan_1.png

Step # 2 is based on selecting the project or data that is related to the plan you are creating, you can select more than one if you need it.

plan_2.png

Step # 3 is based on placing the jira versions that will be directly related to the plan.

plan_3.png

Step # 4 is based on including and defining the team of people (Jira users) who will work with you on the plan or will be involved at a certain level

plan_4.png

Step # 5 (and last) is used as a verification so that you are sure that all the information provided to the server is correct. Once you have verified everything, you just have to click on "Create"

plan_5.png

Finally, once you have created your plan, it will appear immediately within the portfolio module. This is how it should look:

portfolio_1.png