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How do I create a portfolio plan using v8.16?

Deleted user Aug 05, 2021

I am using a Sandbox version of Advanced Roadmap.  There seems to be things missing, such as the "Dependencies" link and the "Portfolio" link.  Do I not have the right access?  What are the prerequisites for being able to create a portfolio plan?

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Eddie Meardon
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Aug 05, 2021

Hi @[deleted]

To create a plan using Advanced Roadmaps, there should be a drop down at the top of your screen that reads "Plans". 

Would you be able to include a screenshot of what you're seeing?



Deleted user Aug 06, 2021

Thank you!  This was perfect information.

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