Portfolio by HeroCoders Documentation

Legacy Epics Map View vs Portfolio Project View

Legacy Epics Map was designed to give you multiple views into the progress of a specific Jira project. While Portfolio empowers you to view multiple projects at once, it can also be used to get insights into a single Jira project.

Legacy Epics Map vs Portfolio Project View


Legacy Epics Map

Portfolio by HeroCoders


Save a View as a Portfolio

Click to expand...

You can save a project view as a portfolio, you can view again without having to reconfigure filters each time.

SaveAsPort.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Share a Portfolio View

Click to expand...

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

Share copy.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Export a Portfolio

Click to expand...

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

Share.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Filter Options

Click to expand...

Both allow you to filter for Epic status and work item status, to sort and order Epics and items, to hide empty Epics and items without Epics. In Epics Map view filters are set at the top of the page. In Portfolio, you can use JQL or manually set filters when you create your portfolio. Hiding empty Epics and items without Epics is done on the view.

Epics Map Filters

Filters.png

Portfolio Filters

PortScope.png


https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

Board Quick Filters

Click to expand...

Access Quick Filters from your Jira Boards.

Filters.png


https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Click to expand...

Instantly find any issue/work item in your Portfolio.

Search.png


https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Graph View

Click to expand...
MpGraph.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Pie Chart View

Click to expand...
MpPie.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Table View

Click to expand...

View project as a table which includes extra functionality (delivery alerts, capacity alerts, create new work items, inline editing, bulk editing, etc.).

Screenshot 2025-07-10 at 3.28.52 PM.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Tree Map View

Click to expand...
MpTree.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


Capacity Planner

Click to expand...

Filter the capacity planner to see your project’s users. Optimize resources by identifying team members who are over or under booked. Instantly add unassigned tasks to team members with available capacity.

Screenshot 2025-05-23 at 1.30.58 PM.png

https://herocoders.atlassian.net/wiki/s/-534542898/6452/213e873e8d513c0912ce980c7f416e9e782a54bd/_/images/icons/emoticons/check.png


See the features page for more information about what you can do with Portfolio.

Upgrade to Portfolio

If you are using the legacy Epics Map version of this app you can upgrade to unlock more functionality.

To Upgrade to Portfolio by HeroCoders:

  1. Go to admin.atlassian.com/billing. Select your billing account if you have more than one.

  2. Select Connect Apps from the side navigation.

  3. Scroll down to Portfolio by HeroCoders and click View app details.

    ConnectedApps.png

     

  4. Click on the Paid update button in the upper, right corner.

PaidUpdate.png