what is the difference between Board, Project and Filter in Portfolio plans?

dima October 5, 2016

When creating a new plan in Portfolio, we can select one of 3 sources:

  • Board
  • Filter
  • Project

What is the difference and what to use in our plan ?

 

1 answer

1 vote
Nic Brough -Adaptavist-
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
October 5, 2016

It's asking where you want to get your issue data from.  What issues do you want it to plan with? 

They all come back to filters behind the scenes though

  • Boards - select a range of issues using a saved filter - Portolio will reuse the filter the board is using
  • Filter - well, it's a saved filter
  • Project - these are issue containers, so when you select one of these, Portfolio uses a simple filter for "project = x"

What to use in your plan is up to you.  I can't tell you what to use, it's your data.  You need to decide what you want to plan with!

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events