Portfolio Training for Cloud implementations

[Scott Theus]

The current Portfolio training from Atlassian University is for server-based implementations only. I have a Cloud based implementation, and I need to learn the application. Are the differences for server vs. cloud significant enough that I should not take the Atlassian Course? 

If so, I'd love recommendations for a virtual training for Portfolio in the Cloud.

[Chelsea C · Accepted solution]

Hi @Scott Theus, thanks for reaching out! The differences between Portfolio Cloud and Server are not big enough that the University course loses value to those on Cloud, but for a Cloud-oriented look, you may want to check out the Portfolio webinar. You can either sign up for one of the weekly sessions that includes Q&A via chat with a product specialist or if those times don't work for you, you can view the same content on-demand and submit questions to our product advice team to follow up.

[Scott Theus]

Good news, thank you @Chelsea C ! 

[Tom Leser]

Scott, were you able to do any of this?  I'm also in the same situation.  

@Chelsea C I have viewed that webinar but it looks significantly different from my Cloud implementation version of Portfolio.  

I'm attempting to find user based videos on YouTube but they all seem to be based on the server version of 3.0 as well.  

This seems like a valuable tool for my organization, but would like to learn how to get our JIRA projects stood up properly just to use Portfolio.  

Any suggestions welcome.

Tom

[Gary Barg]

@Scott Theus : Gary here, from Atlassian University. I'd like to add a bit more to what Chelsea wrote. 

The class focuses on Portfolio for Jira functionality and the concepts you need to understand to use the app well. This functionality is the same regardless of the platform you are running on, Cloud or Server. So, the class will serve you well given your need to learn to use the app. 

However, the Jira Server UI you see in class will differ from the Jira Cloud UI you experience on your implementation. Navigation and branding will be different. If you can tolerate those differences, you are set to go and will find the class highly beneficial.

Let me know how it goes.

[Marianne Lee (Nagarro)]

Hi @Gary Barg ,

We are in the testing phase for the migration of Jira from server to cloud, and we are using the Portfolio for Jira version 3 on server.  Our users have raised questions during testing on the differences they encountered, and couldn't find the Cloud equivalent of the functions they have been used to in Portfolio 3 on Jira server.

E.g. lack of programs in Portfolio Cloud, planning interface looks different, no drag-and-drop interactivity in the timeline/schedule/roadmap, bulk actions are not available in Cloud to update issues, filter options are not available, etc.

While I can understand that general concepts may be similar, these differences in terminologies, user interfaces and functionalities are a big challenge to the users when we do not have the supporting training materials for Portfolio Cloud.

And in order for the users to carry on with their work after migration to Portfolio cloud, we need to manage the transition during migration. 

Will the Atlassian Team reconsider this?

Thanks and Regards,

Marianne

[Pete Morris]

Hey @Marianne Lee (Nagarro) ,

I'm a Product Manager on the Portfolio for Jira team. I'd love to talk to you a little more about the challenges you're facing and how we might be able to help. Would you mind reaching out to me directly at pmorris@atlassian.com?