JIRA portfolio view in Confluence

Tarun Sapra Community Champion Jul 05, 2016

Hello All,

Is it possibel to  get JIRA portfolio view in the confluence, I know I can use the JIRA macro to display a nice table for issues and respective links but I wanted the view to be similar to the hierarchical view of the portofolio to be displayed in a wiki page.



5 answers

1 accepted

7 votes
Answer accepted

While not ideal, I recently discovered that if you have the HTML macro enabled for Confluence, you can use the Portfolio report/share button to get an iframe embed snippet you can put into an HTML macro.

This will allow you to display a plan's report page in Confluence.

This worked great for me!  The trick is being sure that you  have your report correct before you share it.  That includes selecting the columns that  you want to show.

I find that when I embed this in Confluence and I view it, it looks fine, but when someone else views it, the filters are all different. How do I get it so that the filters I've set are what everyone else views?

Deleted user Feb 13, 2019

Did this stop working with the new versions of Portfolio? I'm using 2.23 with the new planning experience turned on. I can get other content to show up in an iframe in the html macro in Confluence, but the Portfolio link just displays a blank page.

Like 2 people like this

I am also having this issue, not with the new planning experience turned on however

2 votes

Hi Tarun,

We do not have a Confluence widget yet. The feature has already been suggested and you can vote on it here, https://jira.atlassian.com/browse/JPO-140?jql=text%20~%20%22confluence%22%20and%20project%3D%22Portfolio%20for%20JIRA%22%20and%20issuetype%3DSuggestion


Can be done if you have our Structure add-on - JIRA Portfolio Plans in Confluence Pages.

This functionality would be perfect for creating status reports in confluence with real time updates.

I work for a large bank... we have hundreds of projects in JIRA and we are trying portfolio as the tool to plan and communicate with the executive. Enter once, use many.

Currently the functionality is not strong enough for us to really use it effectively.

I hear that.  we have the same situation.  We have a group that does the work, but we have the many that need a view only without a whole lot of privileges and access.

we are looking at add-ons and other tools.

We have the same problem for our enterprise. This would simplify exec communication of planned work


Not sure about Portfolio, but the BigPicture plugin has Confuence macros and is used for project portfolio management.

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