Features

Multiple Space Portfolios

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

• Jira Spaces

• Assignees

• Work ItemTypes

• Status categories

• Dates

• Specific additional work items

Include or exclude certain parameters or enter a JQL expression for a more advanced search.

Share a Portfolio View

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

Export a Portfolio

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

Search

Instantly find any work item in your Portfolio.

Multiple Views

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

View Portfolio as Gantt Chart

View your portfolio as a Gantt chart to see relative timelines and dependencies.

Add Dependencies in the Gantt View

Add dependencies to the Gantt chart view.

Filter and Group

Use filters and groups or create a custom structure to view Jira work items structured how you want. Use multi-level grouping or define your own structure like work items with linked issues or Initiatives with blockers.

View Custom Hierarchies

Include custom hierarchies (available in Jira Premium and Enterprise) in your views.

Add Columns

Customize your view to show exactly the data you need.

Add Jira, custom fields or Portfolio own insights, like Capacity or Delivery Alerts, Time in Status, custom formulas, or Revenue and Cost (See the list of supported Jira fields.)

Conditional formatting

Call attention to critical information and color code data fields or even whole rows to identify important data quickly.

See Capacity Alerts

Add a Capacity Alert column to instantly spot Assignees who are overbooked. Click on the alert to see the Asignee’s Capacity Planner and manage their bookings straight away.

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 or if a work item is past their due date but hasn’t started yet.

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 to Jira work items (even if the field is not currently on the work item screen/layout).

Bulk Edit Work Jira Work Items

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

Plan Revenue & Costs

Add in your planned revenue and costs to your Epics and Initiatives

See Actual Revenue & Costs

Using our Clockwork Pro Time Tracking & Timesheets solution?Now, you can see Revenue and Costs from worklogs in your Portfolio view. Compare it with the plan and even create a formula that calculates your margin or profit.

Portfolio Insights Rovo agent

Ask from anywhere in your Jira if someone has capacity, is there someone with a certain role and skill available, what is the person assigned to or what are the risks on a certain work item. Portfolio Insights Rovo agent will help you assess the health of your Portfolio and Capacity plan.

Capacity Planner

Filter by Groups, Users, Teams, Skills and Roles

Set up your Capacity Planner view , to see the teams, roles and users you want.

(without roles & skills)

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. As your work items might already have dates, estimates and assignees, you’ll those bookings straight away in the Planner.

Manage Work Assignments in the Planner

You can move, squeeze, extend and split bookings. Dates, estimates and assigness will automatically be updated on your work items.

Add Unplanned Items to Team Members’s Workload

Select Jira work items from the “Unplanned” panel to instantly assign them to a team member or click on the plus button next to the user name to add a booking.

See capacity per day, week or month

Select if you want to see hours booked per day, week or month. When week or month are selected, you also see the booked hours against the availability of the user.

Group the capacity view by Team, Project or Role

See the capacity per team or role or who’s assigned to which project.

Filter the capacity view to specific projects, roles or skills

Quickly find a specific project or bookings made against a specific role or skill

Create Resource Request to Plan for Future Demand

Ensure team members with the right roles and skills are available for future work. Create a request, see if you have people with the required role and/or skill available and then book them once the project is confirmed.

Let you users book their time off

Set up Holiday Calendars and let your user book their time-off from the Vacation tab for the most precise capacity calculation. Days off will be shown as yellow in the Capacity Planner.

Export the Capacity Planner or share a link to it

Select the time range, granularity of bookings, the gouping, whose plans, which projects, roles & skills should be included in the export or just simply share a link to your planner with stakeholders.

(without roles & skills)