Portfolio by HeroCoders Documentation

June 2026

Plan around real days, not averages - Custom time distribution in the Capacity Planner

Work rarely spreads evenly across a booking. Some days are heads-down; others are half-eaten by meetings, ramp-up, or a hard deadline. Now you can model that reality.

Split any booking and edit individual days to match how the work actually lands - more hours here, fewer there. Portfolio recalculates the overall estimate as you go, so your plan stays accurate without you touching a spreadsheet. The result: capacity forecasts your team will actually recognize, and fewer "that's not how the week looked" conversations.

Just right click on the booking, select Split and off you go!

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Splitting bookings in Portfolio by HeroCoders Capacity Planner



Assign Roles and Holiday Calendars in bulk with Jira Roles

Mapping people to Roles and Holiday Calendars one by one gets old fast - especially as your org grows. So we connected Portfolio to the structure you already maintain in Jira.

Now you can assign Roles and Holiday Calendars in bulk using Jira Roles. Set it once, and the right people inherit the right role and the right working calendar automatically. Less manual upkeep, fewer mismatches, and a setup that scales with your team instead of slowing it down.

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Assign Roles & Holiday Calendars in bulk using Jira Groups



Use Portfolio or Jira Teams in Portfolio - you decide!

Prefer the flexibility of Portfolio Teams? Keep them. Already invested in Jira Teams and want a single source of truth? Use those instead. Select whichever fits how you work - no forced migration, no duplicate setup. You stay in control of how your teams are defined.

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Select if you want to use Portfolio or Jira Teams