Do I need separate apps for portfolio management and capacity planning in Jira?

No. Portfolio by HeroCoders does portfolio management and capacity planning in one Jira Cloud app, on the same Jira data, so you don’t need to buy, set up or connect two tools.

Why teams often end up with two tools

Portfolio management and capacity planning answer different questions:

Portfolio management: are our initiatives, epics and projects on track, and what does the whole picture look like?
Capacity planning: do we have the people to deliver it, and who is overbooked?

In many setups these live in different apps, or in Jira plus a spreadsheet. The plan then shows dates that the capacity plan can’t support, and someone has to keep the two in sync by hand.

What Portfolio covers in one app

Portfolio view: roll up progress from tasks to epics, initiatives and projects, in a tree, timeline or Gantt view with dependencies.
Capacity planning: capacity in hours by day, week or month, with holidays and personal leave included.
Resource scheduling: assign people to specific work items and see who is over or under booked across projects.
Resource requests: ask for capacity by role or skill before you know who will do the work.
Budgets: track cost and revenue next to the plan.

Because it all sits on the same Jira data, a change to an assignment or a due date shows up in both the portfolio and the capacity view right away.