Unable to create a Plan in Portfolio

[Paul Stamp]

Hi all - probably a really dumb question but I can't find the answer anywhere...

I recently activated the Portfolio trial on behalf of another user within our cloud based Jira instance. Because it wasn't for me I didn't want to create a plan initially and closed the wizard for creating the plan.

Since then I now no longer have any options for creating a plan.

Portfolio appears in the left hand navigation bar but only takes me to another bar with just Settings.

The Atlassian documentation states "To create a plan you first need to select the Portfolio tab in the header of Jira Software. "

I'm not sure what is meant by the header - the only reference to Portfolio is in the left hand navigation as shown below :

Have I accidentally disabled something and if so how do I get it back?

NB I am a Site Administrator of the Jira instance.

Thanks in advance

[Paul Stamp · Accepted solution]

Its OK I found the problem - I needed to set permissions to create plans etc... I assumed that given I was given the option to create a plan in the first place that I would then be able to revisit the option.