Configure Portfolio

Enable Projects

Portfolio by HeroCoders can be enabled on all of your Jira projects (default), or you only on those you select.

To enable Portfolio on projects

1. Log in as a Jira administrator and navigate to Jira Settings > Apps > Enabled Projects.

2. Click on the Actions menu to enable/disable Portfolio for all projects; or use the toggles to enable Portfolio on selected projects.
   
   

   

Capacity Planner Settings

Bookings Start Date and Bookings End Date

You can choose which Jira date fields will be used as the parameters in the Capacity Planner. To set the Bookings Start Date and Bookings End Date:

1. Navigate to Apps > Portfolio and select Settings in the left nav bar.

2. Use the dropdown menus to select the appropriate date field for the Bookings Start Date and Bookings End Date.

3. Click Save.

Hours Per Day

The configured Hours Per Day is used to determine how the capacity of your team members. To set the Hours Per Day:

1. Navigate to Apps > Portfolio and select Settings in the left nav bar.

2. Enter the appropriate number in the Hours Per Day field.

3. Click Save.

Working Days

Along with the Hours Per Day, Working Days will be used to determine your team members' capacity. to set the Working Days:

1. Navigate to Apps > Portfolio and select Settings in the left nav bar.

2. Use the checkboxes under Working Days to indicate your teams' schedule.

3. Click Save.

Global Holidays

You can upload a Holiday calendar for your organizations. Configured Holidays will be omitted when calculating team members' capacity. To upload a Holiday calendar:

From Google Calendar

1. Navigate to the Cog icon on the Google calendar and select Settings.
   

   

2. Select the appropriate calendar and click on the Export button. An ical.zip file will be created.
   

   

3. Open the zip file to expose the .ics file.

4. In Jira, navigate to Apps > Portfolio by HeroCoders and select Settings in the left nav bar.

5. Click on the Choose File button for Upload Global Holidays (.ics) and upload the.ics file.
   

   

6. Click Save.

From iCal

1. From iCalendar, select the appropriate calendar

2. Click File > Export to create the ics file.
   

   

3. Click Export.

4. In Jira, navigate to Apps > Portfolio by HeroCoders and select Settings in the left nav bar.

5. Click on the Choose File button for Upload Global Holidays (.ics) and upload the.ics file.

   

6. Click Save.

From Outlook Calendar

1. In Outlook, open the Calendar, and select the calendar you want to export.

2. Click File > Save Calendar.
   

   

3. Use the default name or type a name for the iCalendar file in the File name box.

4. Click More Options.

5. Click the Date Range arrow, and choose the amount of calendar data you want to include in the iCalendar file or click Specify dates to enter a custom date range.

6. Click the Detail arrow and, choose the amount of detail you want to show.

7. Click OK, and then click Save.

8. In Jira, navigate to Apps > Portfolio by HeroCoders and select Settings in the left nav bar.

9. Click on the Choose File button for Upload Global Holidays (.ics) and upload the.ics file.

   

10. Click Save.