All you need to know about Jira Portfolio

June 18, 2021

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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. 2. Manage your projects: You can manage everything related to speed, skill and availability of each of your team members. 3. 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](https://cms.rootstack.comhttps://cms.rootstack.com/sites/default/files/blog/img/portfolio_1.png "portfolio_1.png") Once you click there, you can access the option to create a new plan: ![portfolio_2.png](https://cms.rootstack.comhttps://cms.rootstack.com/sites/default/files/blog/img/portfolio_2.png "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](https://cms.rootstack.comhttps://cms.rootstack.com/sites/default/files/blog/img/plan_1.png "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](https://cms.rootstack.comhttps://cms.rootstack.com/sites/default/files/blog/img/plan_2.png "plan_2.png") Step # 3 is based on placing the jira versions that will be directly related to the plan. ![plan_3.png](https://cms.rootstack.comhttps://cms.rootstack.com/sites/default/files/blog/img/plan_3.png "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](https://cms.rootstack.comhttps://cms.rootstack.com/sites/default/files/blog/img/plan_4.png "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](https://cms.rootstack.comhttps://cms.rootstack.com/sites/default/files/blog/img/plan_5.png "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](https://cms.rootstack.comhttps://cms.rootstack.com/sites/default/files/blog/img/portfolio_1.png "portfolio_1.png")