What is the Relationship of a JIRA-Portfolio Plan to a Theme & Initiative

I am trying to understand the best way to utilize JIRA-Portfolio.  Here are my questions which are more logical (structure) rather than functional.

  1. Looking for a detailed description for the concept of Plans and how they (multiple plans, not just one instance of a plan) are designed to interact with each other?
    1. My sense is that a Plan is meant to stand independent of other Plans, but I am hoping I am wrong.
  2. It is possible to view progress across multiple Plans without needing to export to third party software?
    1. Viewing in Confluence is fine - are there instructions on how to do that?
  3. As Themes are a concept for labeling and tagging a backlog (they are not time-oriented) how does one view the progress or effort of a specific Theme across multiple plans?
    1. Same question for the Initiatives tied to those Themes, that may be spread across multiple Plans.

Any help would be very much appreciated as I am struggling at this time to visualize what our instance of Portfolio should look like a year or two down the road.  




2 answers

1 accepted

Hi Jon.  From my experience with Portfolio, you're not wrong -- Plans are meant to stand independent of each other.  I don't know of any way to view information across plans without exporting the data.  All interrelated work should therefore be placed into a single plan, if possible.

Thank You @Mikey Schott [ServiceRocket]

It will be nice once Atlassian has more in-depth training rather than the sales / demo type training. 

Suggest an answer

Log in or Sign up to answer
Atlassian Community Anniversary

Happy Anniversary, Atlassian Community!

This community is celebrating its one-year anniversary and Atlassian co-founder Mike Cannon-Brookes has all the feels.

Read more
Community showcase
Julia Dillon
Posted Tuesday in Jira

Tell us how your team runs on Jira!

Hey Atlassian Community! Today we are launching a bunch of customer stories about the amazing work teams, like Dropbox and Twilio, are doing with Jira. You can check out the stories here. The thi...

239 views 1 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