Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal

Recognition

  • Give kudos
  • Received
  • Given

Leaderboard

  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Testing Jira Portfolio on live environment Edited

We have many projects running with Jira. I would like to install and experiment with Portfolio in our production environment, so that I have live, changing project data.
 
Can I install/configure/use Portfolio without erecting the indivdivudl projects at all?
If yes, can I then back our/uninstall Portfolio without impact the existing Jira projects?

1 answer

0 votes
Dave Atlassian Team Feb 25, 2018

Hi,

You can install Portfolio in your current production it will pull data from your Jira and is basically a layer that sits on top of your projects to show you the high level project plan.

However, if you don't want it affecting the projects, you should never commit the uncommitted change back to your Jira (this is a button in the plan that will ask you to review and commit the changes once you're happy with it)

uncommittedbutton.jpgClicking that button will take you to a screen to review and commit changes, so if you don't want to do any changes back to production you should not click on this.  Uninstalling portfolio will have no affect on your projects as long as you don't commit changes.  

You would also need to restrict the permission to Portfolio as well if you don't want users to start creating plans etc and committing back to Jira, but it can only be restricted by Groups so if its something for you to test yourself you will need to create a group just with you in it.

I would suggest to create a new user just for Portfolio testing, create a group "portfolio test" and add your new user to it.  The group should only have browse project permission (with no issue permissions this will stop any accidental commits back to Jira), give this group access to Portfolio in JIRA Administration -> Add on -> Manage add on -> Portfolio permission and remove all other groups.

You can then log in as this user, and create your portfolio plan for the project in question and experiment with it.

 

Although I would suggest to create a test environment with your production data, so you can experiment with Jira Portfolio in full instead without fear of affecting your production!

Hope this helps.

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Published in Advanced Roadmaps

3 short videos to help you get started with Advanced Roadmaps

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...

6,566 views 25 19
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you