What are the prerequisites for a board to have it work in Portfolio?

I have been having trouble getting my Portfolio boards to work.  I figured out there are some prerequisites.  At least I think there are.  Does anyone have any more information than I do? This is what I have observed:

  • A scrum or kanban board for the team and it has to be ranked.  And, the boards can't share a domain/subdomain.  
  • You can define your own sprints, but it works better to let Portfolio do it.
  • Epics/Stories have estimations. and are well broken down.
  • Team Velocity estimated.  

Am I forgetting anything?

1 answer

Hi Mary. I'm sorry to hear you're having trouble getting some of your plans in Portfolio to work.

There are some prerequisites that can indeed help you get the most out of Portfolio for Jira, and I'll confirm/clarify your list as follows.

  1. It is ndeed ideal for your agile board (Scrum/Kanban) to be ranked. That will help Portfolio for JIRA sort out a schedule that works best for your team. However, I'm not sure what you mean about boards can't share a domain/subdomain. Can you please clarify that for me?
  2. You can definitely define your own sprints in Jira Sofware -- and Portfolio will schedule your work as realistically as possible, based on how these sprints are configured. On the side of Portfolio, you can actually decide how the scheduling algorithm handles sprints -- either manually or automatically. By manually, you get to decide into which sprint a task will be worked on. By automatically, the scheduling algorihtm determines into which sprint the task will be worked on, based on availability. You can read more about the scheduling behavior here.
  3. Yes, it will indeed help to have epics, stories, and team velocity estimated.
  4. It's worth configuring the initiative issue type in Jira Software, so you can configure the intiative level in Portfolio more easily. You can read more about that here.
  5. It may also be worth reading up on stages and skills in Portfolio. You don't need to set up stages and skills for your plan to work straight away -- but mapping these to how your team works can help spin up a realistic plan for you.

Hopefully these can help you out. 

Cheers,

Ashley

Suggest an answer

Log in or Join to answer
Community showcase
Sarah Schuster
Posted Jan 29, 2018 in Jira

What are common themes you've seen across successful & failed Jira Software implementations?

Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...

2,832 views 12 18
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
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot