Can we add Themes to Portfolio?

We would like to have a hireracy  as Themes> Initiatives > Epics > Stories as our project have multiple dependencies across initiatives.

 

Ex: we have multiple products tie to one project. So every product there are multiple epics and stories. 

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Hi Sunitha,

We do have an article titled Themes report that may help:

To create a theme:

  1. Click + Add theme, name it and add a color.

  2. Click the  switch report menu >  Themes.
  3. Click the  Reports tab to display the reports section for your plan.
  4. Go to your plan via Portfolio (in header) > View Portfolio > click your plan.

  5. Now that the target is settled, you have to assign themes to the issues in your scope.

(info) To delete a theme, hover over the right side of the theme row, and click  > Delete.

Hopefully that can help get you started!

Cheers,

Branden

Thank you for responding, Branden! 

Could you help me navigate through first step... where exactly I can +Add the Theme? 

I’m able to see Theme option in reports section, but not anywhere else. 

 

Regards,

Sunitha 

Hi Sunitha,

I went through the steps and when I got to the section to click the + sign I did not see that option either.  In the middle of the screen there was an option to re-calculate.  When I pressed this I got the following:

Screen Shot 2017-12-21 at 10.31.26 AM.png

Hopefully that helps.  If not please provide a screenshot to show us what you see and we'll go from there.

Cheers,

Branden

Hi there,

A little clarification: Themes are per plan and are not a level of hierarchy as they can apply to different hierarchies.

If you are simply looking for a new level of hierarchy above Initiative that you would chose to call Theme, you can follow to documentation on adding new levels of hierarchy here:

https://confluence.atlassian.com/jiraportfolioserver/configuring-initiatives-and-other-hierarchy-levels-802170489.html

 

Cheers,

Thomas

Thank you, Thomas! This is exactly what I was looking. 

~Sunitha

Branden,

I'm able to add a new level. I'm good for now. Thank you for your help.

~Sunitha

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