What is your favorite way to view or display your full portfolio for your executive teams?

[Katie Brady]

Do you use an App or create a dashboard? We are newer Jira users, and our company's first PMO. Where did you start and what have you found the most useful?

[Dave Mathijs · Accepted solution]

Hi @Katie Brady welcome to the Atlassian Community!

For PMO, I do like these native products and features:

• The timeline view in Jira projects
• View insights in Jira Cloud
• Advanced planning with Plans in Jira Premium

I would suggest to start with these first and try to maximize their value.

And yes, there are some nice PMO/PPM apps available in the Marketplace that I mentioned in my other post (see link in Dave Rosenlund's answer)

[Katie Brady]

Thank you! I appreciate that input and I will check out the other post as well!

[Dave Mathijs]

A click on the green "Accept answer" button for this Dave and my community buddy Dave is also appreciated. 🙂

[Dave Rosenlund _Trundl_ · Accepted solution]

Welcome to the community, @Katie Brady  👋  I moved your question here — to New to Jira. It's the right/best place for this.

In my experience on the Atlassian partner side of things, most organizations use one of the following methods:

• Jira has built-in Advanced Roadmaps (aka Advanced Planning) (if you are on Cloud Premium or Enterprise) plus various in-house crafted Jira dashboards.
• Jira Align is a separate/compatible product designed for larger organizations going through some form of scaled agile transformation.
• Structure PPM by Tempo - and Atlassian Marketplace app
• BigPicture from Appfire - another marketplace app

That said, other marketplace apps offer portfolio-level solutions, too. Only you and your team can decide the best fit for your organization.

Hopefully, a few customer peers will also chime in with their insights.

I hope this helps,

-dave

[Katie Brady]

Thank you, Dave! I appreciate the move and your input!

[Dave Rosenlund _Trundl_]

BTW...  As we were 'speaking,' @Dave Mathijs dropped his thoughts on a similar topic here:

What are the other must-have project management apps out there???

[Stephen_Lugton · Accepted solution]

Hi @Katie Brady

As other replies have stated there are a number of Atlassian products that can be used to present information.

I use a combination of Jira Dashboards to provide a live view of statuses on our projects along with Confluence to pull in data more like a report.

For the Confluence update I pull in data from Atlas on the current status of high level Goals and the Atlas Projects that link to my Jira Delivery projects. 

Then for both Dashboards and Confluence, I also use customised Jira tickets and fields to create charts and tables as well as just using standard statuses etc. 

Unfortunately, one of my teams recently switched from Scrum boards to Kanban boards (due to reduced staff levels around paternity leave), but still want to use Story Points for planning and resourcing.  So I created a macro enabled excel spreadsheet and I now export Jira filter results to csv, use the macro to import the csv into the spreadsheet, which also copies the chart I want to the clipboard, and then paste the copied chart into Confluence, it takes longer to update the filter with date ranges etc. than to actually prepare the chart.

[Katie Brady]

Stephen, Thank you for the reply. 

[Susan Waldrip]

Hey @Stephen_Lugton , you wrote a cool Excel import macro, nice! 😎