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. 

1 answer

1 accepted

0 vote

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

Suggest an answer

Log in or Join to answer
Community showcase
Josh Frank
Posted Dec 01, 2017 in Portfolio for Jira

Portfolio for Jira: Share your tips!

The Portfolio for Jira team wants to hear from you. Share your top tips for building a great Portfolio for Jira plan for a chance to win some Atlassian swag.  Do you structure your teams i...

562 views 6 8
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