• Discovering Portfolio for Jira
    • Use cases
    • Videos
  • Getting started
    • 1. Installing Portfolio for Jira
    • 2. Preparing your planning environment
    • 3. Creating Portfolio plans
    • 4. Managing your teams
    • 5. Managing your releases
    • 6. Working with your plans
    • 7. Customizing your plans
    • 8. Sharing your plans
  • Administering plans
    • Migration guide
      • 1. Understand the types of plans
      • 2. Considerations before migrating
      • 3. Migrate classic plan data to a live plan
      • 4. Enable the improved interface in a plan
    • Installing Portfolio
    • Permissions in Portfolio for Jira
    • Configuring initiatives and other hierarchy levels
    • Configuring issue dependencies
    • Configuring shared teams
    • Using Portfolio early access features
  • Overview
    • Changes in the improved interface
    • Future releases and limitations
  • Setting up the planning environment
  • What is a plan
  • Working with Portfolio plans
    • Creating plans
    • Configuring plans
      • Scheduling
      • Issue sources
      • Custom fields
      • Permissions
      • Scenarios
    • Viewing work
      • Displaying issue details
      • Searching for issues
      • Sorting issues
      • Filtering issues
      • Customizing view settings
      • Grouping issues
        • Grouping by assignees and projects
        • Grouping by components
        • Grouping by labels
        • Grouping by teams
        • Grouping by sprints
        • Grouping by releases
      • Coloring issues
        • Coloring by projects, statuses, and teams
        • Coloring by components
        • Coloring by labels
        • Coloring by custom fields
      • Rolling up values to parent issues
      • Saving a view
        • Preset views
        • Draft views
        • Managing saved views
        • Working with saved views
    • Planning work
      • Creating issues
      • Editing multiple issues in bulk
      • Removing issues
      • Using scenarios
      • Linking issues to parent issues
    • Managing capacity
      • Understanding team capacity
      • Displaying capacity in a plan
      • Understanding sprints
    • Scheduling work
      • Scheduling issues
      • Auto-scheduling issues
      • Ranking issues
      • Troubleshooting
    • Monitoring progress of work
    • Managing dependencies
      • Displaying the dependency columns in a plan
      • Filtering issues with dependencies
      • Adding dependencies to issues
      • Scheduling dependencies
      • Removing dependencies from issues
  • Managing teams and releases
    • Managing teams
      • Creating teams
      • Editing teams
      • Assigning work to teams
      • Sharing teams
      • Deleting teams
    • Managing releases
      • Creating releases
      • Editing releases
      • Monitoring releases
      • Aligning release dates
      • Removing releases
  • Saving changes in Jira
  • Sharing and exporting plan data
  • Live plans (versions 2.0 to 2.27)
    • Live plans
      • Configuring plan permissions
      • Creating and deleting plans
      • Configuring plan settings
        • Configuring the planning interface
        • Configuring scheduling settings
          • Configuring the scheduling of dependencies
          • Scheduling unestimated items
        • Configuring working hours and days
        • Configuring issue sources
        • Configuring custom fields
          • Showing Portfolio custom fields in Jira
          • Searching for issues using Portfolio details
        • Configuring commit options
        • Configuring stages and skills
        • Configuring scenarios
      • Committing plan changes
      • Frequently asked questions (live plans)
    • Programs
      • Configuring program permissions
      • Creating and deleting programs
      • Using program views
      • Using reports in programs
    • Scheduling and timeline
      • Scheduling behavior
      • Using the capacity view
      • Using the timeline
      • Learn stages and skills
      • Resolving conflicts in parallel sprints
    • Scope
      • Configuring the scope view
      • Using the scope view
      • Creating and deleting issues
      • Tracking progress and status
      • Re-prioritizing work items
      • Using scope and dependencies
      • Assigning issues to sprints
      • Adding target dates
      • Mapping issue assignees to team members
    • Teams
      • Adding and removing teams
      • Configuring team settings
        • Configuring the availability of team members
      • Managing shared teams
    • Releases
      • Creating project-specific releases
      • Creating and configuring cross-project releases
      • Configuring release dates
      • Excluding releases from your plan
      • Using the later release
    • Reports
      • Capacity report
      • Dependencies report
      • Releases report
      • Schedule report
      • Scope report
      • Sprints report
      • Target schedule report
      • Themes report
      • Exporting reports to CSV
      • Sharing reports
  • Portfolio for Jira Server GDPR support guides
    • Right to erasure in Portfolio for Jira Server and Data Center
    • Right to rectification in Portfolio for Jira Server and Data Center