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Features

Portfolio

Multiple Project Portfolios

Create a Portfolio with multiple Jira projects. Use JQL or manually select the parameters of your Portfolio by:

  • Jira Projects

  • Assignees

  • Issue Types

  • Status

Or enter a JQL expression.

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Share a Portfolio View

Easily collaborate with team members and stakeholders by sharing a view of your Portfolio.

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Export a Portfolio

To share a more granular view, export a Portfolio as a shareable CSV or XLSX file.

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Instantly find any issue/work item in your Portfolio.

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Multiple Views

Visualize your projects your way. View your Portfolio as a table, graph, treemap or pie chart.

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Filter and Group

Use filters and groups to view Jira work items by hierarchy, issue type, assignee, project, status or priority.

Add Columns

Customize your view to show exactly the data you need. (See the list of supported Jira fields.)

See Capacity Alerts

Add a Capacity Alert column to instantly spot Assignees who are overbooked.

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See Delivery Alerts

Use Delivery Alerts get a heads up if a child work item’s end date is later than the parent item’s end date.

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See Summary Progress on Parent Items

Keep an eye on the overall progress on the Epics / Parent work items.

Drill Down to Individual Work Items

Quickly access any individual work item from any Portfolio view.

Create New Work Items Directly from the Portfolio

Add new Jira work items directly from the Portfolio table or graph view.

Add Fields and Their Values to Work Items

The table view allows you to add new fields their values to Jira work items (even if the field is not currently on the work item screen/layout).

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Bulk Edit Work Jira Work Items

Select multiple work items to bulk edit, view or delete.

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Capacity Planner

Filter by Groups / Users

Filter by groups and users, add update filters on the fly.

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Identify Overbooked/Underbooked Team Members at a Glance

Color-coding makes it easy to identify who’s overbooked and who has the capacity to take on more work.

Add Unplanned Items to Team Members’s Workload

Drag Jira work items from the “Unplanned” panel to instantly assign them to a team member.

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