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Advanced Planning in Jira

Created Sep 2, 2025, Last active May 20, 2026

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  • Unable to enter license for Portfolio

    I purchased a license for Portfolio for Jira before installing, but I can't figure out how to apply my license now that it is installed.  When I click on Free Trial nothing happens.

    schobes started a discussion 0 1 May 4, 2018
  • View Resolved issue in Portfolio

    Hi all,  I notice that in my plan issue with a resolution set in jira are not show in portfolio plan.  I also added filter on all issue status.  Anyone know if there are some partic...

    Dania Zaccara started a discussion 0 4 May 4, 2018
  • Getting more out of (and into) Portfolio for Jira Server

    You may have heard the recent news involving the launch of Portfolio for Jira Server 2.13 and its JAVA and REST APIs. Well, whether or not you've come across our "Forecast realistically with Portfoli...

    Josh Berman published an article 10 1 May 3, 2018
  • How can i add a hierarchy level in between my epics and issues?

    Hi currently I have my projects set up as issues that lead to epics. I would like to add features in between issues and epics.  https://confluence.atlassian.com/jiraportfoliocloud/how-to-create...

    Deleted user
    0 1 May 3, 2018
  • Start date not editable

    Hello, in my Portfolio Plan the start date is set "magically" on the 18/Jan/18. The problem is, it does not change anymore and I cannot find a release that is relating to it. It really creates a p...

    David Stratmann started a discussion 0 3 May 3, 2018
  • Influence the Portfolio for Jira Cloud roadmap

    Hi Portfolians! I'm a Product Manager on the Portfolio for Jira Cloud team. We're conducting research to better understand how our customers plan their work. I'd love to connect with you t...

    Jonno Katahanas started a discussion 2 3 May 3, 2018
  • Jira Portfolio start dates of teams

    I have a project where I have teams joining every 6 weeks. How can I set portfolio up with a start date of the team. I can do it by adding individual members with start dates of the members but is th...

    Deleted user
    0 1 May 2, 2018
  • Is there a way to turn of Portfolio auto scheduling feature in a plan?

    I don't want to use the auto-schedule feature in a Portfolio plan for items in my project backlog. I simply want to see what available capacity exists in each sprint for what I have planned in each s...

    Bri B started a discussion 3 1 May 2, 2018
  • Portfolio For JIRA

    Some of my Epics are being imported without the Assigned Team being set on import.  All Epics have the Assigned Team set, and all of them show up when no Portfolio filters are used.  Howeve...

    Huet Landry started a discussion 0 0 May 2, 2018
  • New Portfolio for Jira Demo

    We recently launched a brand new Portfolio for Jira demo where you can learn: The essentials for getting started with Portfolio for Jira How to create a realistic roadmap based on your work in Jir...

    Josh Frank started a discussion 7 1 May 1, 2018
  • Change Display of Projects

    When viewing the Schedule report in Portfolio Cloud, the Project setting can be helpful to break apart all the different projects (as opposed to the Global view which combines them all together). I ...

    Dana Gould started a discussion 0 0 May 1, 2018
  • Exporting CSV file for the reports

    How can i export the report for the backlog or resolved the issue in CSV file from Jira software? 

    Home Care Connect started a discussion 0 1 May 1, 2018
  • Remove a user from a Project and stop notifications

    So I had a team member switch projects but they are still an active user in JIRA, as the new project also uses JIRA.  However since they did work on tickets in my queue they still get notificati...

    Michael Schaaff started a discussion 0 1 May 1, 2018
  • Team/Member not being filled until the issue is estimated

    Hi We have some odd behaviour in our Portfolio plan   I have my teams set up, their hours in, and the tickets have assignees at the Jira end. My assignee import level is set to Story and my i...

    Stephen Letch started a discussion 0 2 May 1, 2018
  • How to Delete issue in a copied Board

    Example: Project name:Test Board(B) Board Name: TB Board Copy name: Copy TB Board If i am delete the issues in Copy TB Board,the same issue is getting deleted in TB Board

    Dinesh Kumar started a discussion 0 6 April 30, 2018
  • Delete issue in a copied Board

    Example: Project name:Test Board(B) Board Name: TB Board Copy name: Copy TB Board If i am delete the issues in Copy TB Board,the same issue is getting deleted in TB Board

    Dinesh Kumar started a discussion 0 1 April 30, 2018
  • Check/Report if scheduled end is later than target end

    Hi, is there an easy way in portfolio to check for a specific plan if one or more of the scheduled end dates is later than the related target end date? If not I think this would be a nice feature f...

    Marc Dzierzawa started a discussion 0 2 April 27, 2018
  • How can i configure a portfolio plan to reflect an accurate capacity view by Person?

    I m trying to create a plan in Portfolio to monitor the capacity of the team members across all our projects.  We are using SCRUM and the story points assignment is at the story / defect level....

    Johnny Abi Habib started a discussion 1 0 April 27, 2018
  • Portfolio for JIRA for Kanban Team

    Hi, I've just watched the video on You Tube about Portfolio for JIRA. I think that it would help to organisation I'm working with who are at the beginning of an Agile transformation. My only concer...

    Robin Hackshall started a discussion 0 2 April 27, 2018
  • JIRA Portfolio capacity report shows wrong number of storypoints

    I have a sprint called "Sprint 40" this sprint has seven items in it, 6 stories and one task. the combined storypoints for these seven items is 44. When I go to the JIRA portfolio main page, it sh...

    Arto Kiiskinen started a discussion 0 1 April 27, 2018
  • Circular Dependencies in Portfolio

    Hello, I am using Jira Portfolio and would like to understand how to resolve the Circular Dependency error. I have looked through the documentation and have not found an example of how to remove or ...

    t t started a discussion 0 1 April 26, 2018
  • Potfolio Epics don't have an Epic ID

    Creating an epic under the portfolio plan doesn't populate an Epic ID number.   For example, if I create an epic in Jira Software, it assigns the ID as "EPIC_23" but if I create the epic under...

    Linda K. started a discussion 1 1 April 26, 2018
  • Unresolved issue in Portfolio

    Hi all,  I've a problem with Portfolio. I notice that there were some user story not imported in my portfolio plan. The only difference I found was the resolution field, filled out as Unresolve...

    Dania Zaccara started a discussion 0 1 April 26, 2018
  • trial mode and can't schedule releases to include in my portfolio plan

    I have Jira Software and Portfolio as a trial and have configured my epics, tasks, etc.  I am unable to find anywhere to create releases though. Apparently these are needed in order to visualize...

    Linda K. started a discussion 2 1 April 25, 2018
  • use one issue type in multi hierarchy level in portfolio for jira

    Hi can I set one issue type in multi hierarchy level in portfolio for jira ?! for example in our case, issue1 (with issue type A) is parent of issue2 (with issue type B) and then I wan to create is...

    Mohammad Amin Sheikhzadegan started a discussion 0 1 April 25, 2018
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Jira Plans provides advanced planning capabilities within Jira, empowering teams to visualize, coordinate, and track cross-functional work across programs and initiatives. This group is dedicated to sharing best practices, tips, and discussions around leveraging Jira Plans for effective, scalable project planning and delivery.

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