Portfolio by HeroCoders Documentation

August 2026

Migrator from Jira Plans

Switching from Jira Plans to Portfolio by HeroCoders should feel like a step forward, not another project to manage. With the new migrator from Jira Plans, teams can bring their existing planning setup into Portfolio more smoothly and start working with their project portfolios data much sooner.

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Migration from Jira Plans to Portfolio by HeroCoders


Field-based filters

Finding the right work in a large portfolio is now faster and more intuitive. Instead of relying on manual text search, you can filter directly from column headers by value or text, including the fields that matter most in your view. The result is a cleaner way to create focused, reusable views for stakeholders, with less scrolling and more time spent on the decisions that move work forward.

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Field-based filters


Multiple dependencies

Planning complex work often means tracking more than one blocker. Portfolio now supports multiple dependencies, so you can capture real-world delivery relationships without choosing a single ‘primary’ link. We also improved how visually dependency lines are presented in the Gantt chart so it’s easier to manage tasks with multiple dependencies.



Portfolio now gives teams a more complete view of work by bringing linked items into link-type structures even when those items sit outside the portfolio scope. This helps teams uncover cross-space dependencies they may not know about in advance, while a new setting still lets them keep the structure limited to in-scope items when they want a more focused view.

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Pull in work items from other spaces


Advanced formulas with Hierarchy Aggregation

Create smarter, more flexible portfolio insights with custom formulas that can aggregate data across your hierarchy. By including parent or child values in your calculations, teams can roll up progress, compare related work, and surface the metrics that matter without manual workarounds.


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Calculated Start and End dates are now availabe for your custom formulas

Build more accurate, automated portfolio views with Calculated Start and End dates now available in custom formulas. Teams can use schedule data directly in their calculations to highlight timing risks, compare planned timelines, and create clearer progress indicators without manual date checks or spreadsheet workarounds.