How do you create a copy of your portfolio plan?

I had an issue where a JIRA portfolio plan had data corruption.

I'd like to create a copy of it as backup in the future as well as create one as a template base for future plans.  I don't want to have to re-enter all the team information over and over again.

Any suggestions?


1 answer

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Hi Bonnie, you can use the Plan XML export for this: Plan > Export. 

For re-importing the plan, you can do it via the Plan Creation Dialog Portfolio > Create Plan > Import from a File (link at the bottom of the dialog)

The re-import will not influence the existing plan, but basically creates a new plan based on the exported data. 

image2015-11-25 9:40:48.png


Where did the Export Plan feature go, in version 2.7.0?

This post,

seems to indicate that this XML export/import solution no longer works. Am I reading this correctly and, if so, is there any plan to restore the ability to copy a portfolio plan?

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