Portfolios

Create a Portfolio

You can create a custom portfolio that allows you to track precisely the Jira projects 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 New Portfolio button.

4. Name the portfolio and click Save.

5. Click Set a scope.

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

   1. To create a portfolio using a JQL query:

      1. Select the JQL radio button.

      2. Enter the JQL query.
         

         

      3. Click Apply.

   2. To create a portfolio manually:

      1. Select the Manual radio button.

      2. Enter the appropriate parameters in the dialogue box.
         

         

      3. Click Apply.

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

Portfolio allows you to view your work in multiple formats. Use the View as dropdown to select the appropriate format.

You click on the elements in any view to drill down to see child issues.

Table

Graph

Treemap

Pie Chart

Filter and Grouping Options

Portfolio provides multiple filtering options including Jira hierarchy, issue type, assignee, project, status and priority. You can also include additional fields to the table view (see below) and then use these fields for filtering and grouping.

To set a Filter

1. Click on the Filter dropdown.

2. Select the appropriate filter/grouping option.

Share a Portfolio View

Enhance collaboration and team planning by sharing views of your Portfolio. 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 also 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)

You can use the Search bar from any View to find a specific Jira work item.

Create a New Jira Work Item

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

Edit Jira Work Items

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

Star (Mark as Favorite) a Portfolio

Click on the star icon to mark a portfolio as a favorite so it is always listed at 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.