Create my first plan on Jira Portfolio

Hi,

 

I'm really new with JIRA (less than 24 hours).

I've created two simple projects with a few tasks each one.

When I click on Portfolio menu, only appears "Manage" option.

I read something about that its important to have the "Fix Version" field with the aim portfolio can work properly, but this fields didn't appear when I create a new task, this field doesn't appear.

Can anyone tell me what I miss to configure?

Thanks for your help.

1 answer

1 accepted

0 votes
Accepted answer

By default, JIRA Software does not populate any version values in the project.  You will need to create the versions on a per project basis.  Steps on how to do this are in Managing Versions.

Once you have some versions defined there, then you can update an issues in JIRA to either populate the Fixed Version or Affects Version with these version numbers/names you created there.

Hi Andrew is this reply an installation step for Portfolio? As there is this step is not present in the documentation.

 

It seems that you are misunderstanding the question.  The original poster has not asked about how to manage project versions in Jira. But how to view the "Create Plan" screen in Portfolio for Jira.

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted Oct 16, 2018 in Jira

Looking for anyone who made the switch to Data Center

The Jira Marketing team is putting together an ebook on migrating to Data Center. We're looking for pro tips on how you staffed your project team and organized your Proof of Concept. Share yo...

1,325 views 17 10
Join discussion

Atlassian User Groups

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

Find a group

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

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you