March 2026

Plan Budgets

Portfolio becomes your little financial manager in Jira 🎉
Ever wondered which of your epics or initiatives are making the most of revenue or struggled with staying within the budget? Portfolio now helps you to have a 360 view of your portfolio financials in a single place.
Add in your planned revenue and cost and then track the actuals from work items' worklogs. Portfolio by HeroCoders harnesses worklogs data from Clockwork Pro to create a simple picture of project and portfolio financial health. It’s extremely helpful to monitor labor costs to better understand your margins.

Custom formulas

Portfolio’s formulas are a powerful way to perform calculations and comparisons based on the data in Jira and Portfolio. If you have ever created formulas in Excel, some elements will look familiar to you.

Multi-level Portfolio Grouping

You can now group portfolios by multiple attributes at the same time, making it easier to organize and analyze large sets of items.

Instead of grouping by a single field, you can now apply multiple grouping levels (for example: Project → Hierarchy). This creates a structured view where items are first grouped by the primary attribute and then further organized by additional attributes within each group.

Delivery alerts improvements

Previously, delivery alerts were showing when one of the work item from the hierarchy was delaying the parent work item. Now. they will also show up when it’s past start or due date and there is no progress 🎉

And more:

Ability to expand or collapse the users list in the Capacity Planner with a single click
Resource request assignments now sort the best-fitting candidates based on availability
Vacations and sick days are now visible as separate rows in the Capacity Planner

Coming soon 😍

More permissions settings
Integration with Rovo
Custom hierarchies