Portfolios

Portfolio by HeroCoders lets you create a customized portfolio of your work in Jira. You can then view and/or share that portfolio in multiple formats depending on your needs.

Create a Portfolio

Portfolio includes standard filters as well as a JQL query option that empowers you to create a portfolio that includes precisely the Jira spaces and/or work items you choose.

To create a new portfolio:

1. Select Apps > Portfolio from the upper menu.

2. Select Portfolios from the left nav bar.

3. Click the Create Portfolio button.

4. Name the portfolio and click Save.

5. You can define the parameters of your Portfolio using a JQL query, or by manually entering elements in the dialogue box.

To create a portfolio using a JQL query select the JQL radio button and enter the JQL query, then click Apply.

To create a portfolio manually:

• Select the Manual radio button and enter the appropriate parameters in the dialogue box.

• Here, you can define one or multiple scopes within your portfolio.

• You can include or exclude some of the parameters and also add additional items from other spaces than those selected by using the Specific Selected Items.

• You can select such parameters as Spaces, Assignees, Issue Types, Status Categories, Dates, Epic Statuses, Wor Item Statuses or any other Jira or custom field to filter the scope of your portfolio.

• By default, your portfolio will have a 10000 work items limit but you can increase it by inputing a higher number of work items.
  
  

Change the Portfolio View (Table, Graph, Treemap or Pie Chart)

Portfolio allows you to view your work in multiple formats depending on your needs. Use graph view to focus on the hierarchy and progress on epics, pie chart view to see the proportion of a specific epic towards the whole, or table view when you want to dig into the minutia of specific work items.

Click on the View as dropdown to select the appropriate format. Once in a view, you can click on the elements to drill down to see individual work items.

Table

Use the table view when you want to be able to see the field values of your work items. Table view also provides extra functionality such inline and bulk editing, Gantt view, capacity alerts, and delivery alerts. See this page to learn more about the table view.

Graph

Graph view makes it easy to see work items and their relative place in the hierarchy (including custom hierarchies available in Jira Premium and Enterprise).

Treemap

Tree map view allows you to visualize hierarchical proportions view the distribution of the whole across multiple work items.

Pie Chart

Use the pie chart view to visualize proportional parts of the whole effort – great for showing the parts of an epic, or demonstrating relative completion to high level stakeholders.

Update the Scope

You can adjust your Portfolio scope at any time to keep up with changes of work.

To update a Portfolio scope:

1. Click on the Scope button. Scopes appear as tab inside the Scope window. Select the one you want to update. *Multiple scopes are available only in the Advanced Edition.
   

   

   
   

2. Select manual to select or type in a JQL query. Select which spaces (projects), work items, work item types, priorities, dates should be included in the scope. Use the Add filter plus button to filter the scope by any Jira or custom field.
   

   

3. Click Save.

Share a Portfolio View

Sharing a view allows you to enhance collaboration and team planning, or report progress to management.

To share a view:

1. Use the settings above to create the View.

2. Click on the Share icon.

3. A URL which you can share with other stakeholders will be copied to the clipboard.
   

   

   
   Note that the table view also allows you to share an export.

View Epic Report Page

The Graph view allows you to instantly navigate to the Jira Epic Report page:

To go to the Jira Epic Report page:

1. Hover over the Epic in Graph view.

2. Click on the Report icon.
   
   

   

Search for a Jira Work Item(s)

Use the Search bar from any View to quickly find a specific Jira work item and see it in relation to its parent item.

Create a New Jira Work Item

When you notice gaps, you can create new Jira work items directly from your portfolio.

In the Graph view, click on the square with a + icon to create a new work item. If you are clicking from a parent work item, the create work item screen will open with the Parent field already populated.

In Portfolio Table view, hover over the place in the hierarchy where you want to add the new work item and click on the + icon.

Edit Jira Work Items

In the Graph view, click on the Jira work item key from any View, to navigate to the item’s view/edit screen.

In the Table view, you can inline edit the columns values or even bulk update marking checkboxes on the left hand side from your work items.

Star (Mark as Favorite) a Portfolio

Click on the star icon to mark a portfolio as a favorite so it is always pinned to the top of the list.

Delete a Portfolio

To delete a portfolio:

1. Select Apps > Portfolio from the upper menu.

2. Select Portfolios from the left nav bar.

3. Select the appropriate portfolio and click on the Trash icon to the right.
   

   

4. Click Delete.