Confluence helps keep everyone on the same page. It’s an open and shared workspace that connects people to up-to-date ideas and information. That’s why, when it comes to sharing updates on the status of work or negotiating changes to the plans built in Portfolio for Jira, Confluence is a natural fit for surfacing this information.
It is based on this that the Portfolio for Jira Server and Data Center team has placed an emphasis on improving Portfolio users' ability to share their plans with stakeholders across their organizations, directly within Confluence.
We're pleased to announce the arrival of the Portfolio for Jira plan Confluence macro that lets you embed a lightweight Portfolio for Jira plan within a Confluence Server or Data Center page of your choice. We have provided access to this functionality via the Portfolio for Jira plans in Confluence app, which is now available for download in the Atlassian Marketplace, a stepping stone to our eventual launch of a fully embedded Confluence macro.
Displaying a Portfolio for Jira plan in Confluence provides a window into your teams' work, which will allow key stakeholders to stay informed, track status and progress of ongoing work, and understand what's planned for the future. It also provides a space for deeper discussion about how your work gets done to achieve your business' goals.
Built atop Portfolio for Jira’s existing share functionality, you can custom-tailor your roadmap view using Portfolio’s filters and view settings and share it with your audience in a read-only format within a Confluence page.
In Portfolio 3.x, plans are updated in real-time. The same holds true for plans displayed in Confluence. They will automatically update as work progresses, keeping everyone on the same page even as plans evolve. What’s more, you only have to set them up once. Simply refresh your Confluence page to see the latest and greatest of what’s going on.
Whether you’re sharing the plans of a single team, or multiple plans spanning multiple teams, pair them with supporting information in your Confluence page. Set the right context for your vision, or show how it relates to broader business objectives, and make Confluence the single source of truth for planning, tracking, and coordinating your work.
Check out the Portfolio for Jira Server and Data Center 3.12 release notes for more information.
As some of you might be aware, Portfolio for Jira Server and Data Center 3.x already comes equipped with a few sharing capabilities. One of which involves the creation of a link that can be embedded as an iframe, to share a read-only version of a specific viewpoint into your plan on a webpage.
Though some customers have leveraged this capability along with Confluence's HTML macro, we know that some organizations restrict access to this HTML macro for security and compliance purposes. This was another reason for us to expand the sharing options available with Portfolio for Jira to make sure more customers can take advantage of real-time plans in multiple contexts.
Many of you might be wondering… why an app? As you know, we have our sights set on a grander aim of embedding our Confluence macro within a future release of Confluence Server and Data Center. Delivering this functionality via an app allows us to support customers running earlier versions of Confluence (Confluence 6.x+), provide the functionality sooner, and allows us to collect feedback and iterate as we work towards a Confluence-native macro.
To keep tabs on our team’s development, I encourage you to watch our version history page for updates.
Help us make the experience of sharing your plans even better by influencing the future development of our Confluence macro.
Once you’ve initiated a trial or upgraded to Portfolio for Jira Server and Data Center 3.12, download and install the macro from the Portfolio for Jira plans in Confluence app. From there, follow our instructions on the Sharing roadmaps page of our documentation to enable the Portfolio for Jira plan Confluence macro and begin using this functionality.
As you’re testing it out, send us any feedback that you or your team may have using the "Give feedback" button in your Portfolio for Jira instance. Our team will review each submission and reach out with any questions as needed.
"Give feedback" button positioned in the upper right section of a Portfolio plan.
Questions or comments? Leave them here and let us know what you think.
Josh BermanAtlassian Team
Hi community, I’m Roi, a product manager working on Advanced Roadmaps for Jira. While Advanced Roadmaps is a powerful tool to plan and track work at scale, we know it can be challenging to get star...
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