Planning with Portfolio for Jira Server


Keep your enterprise agile with roadmapping that updates tracking and forecasts in real-time from a single source of truth. The future of planning is here with Portfolio for Jira Server.


This course applies to Server/Data Center customers only (not Cloud).

Course description

Agile roadmapping for the enterprise with Portfolio for Jira; create reliable forecasts and keep track of current work across realistic schedules in an ever-changing environment, maintaining one source of truth. In this course you gain a broad overview of the Portfolio for Jira features and learn how to use the improved interface to create a plan that reflects reality. Get hands-on experience in the labs with making adjustments to scope, teams, and releases. You'll also learn how to improve your long-term planning effectiveness by safely test what-if scenarios.


Anyone responsible for setting up a Jira Software project which includes:

  • Program managers
  • Project managers
  • Product owners
  • Product managers
  • Development team managers using Jira Software


  • Getting More from Jira Software or equivalent experience with Jira Software
  • Experience with Agile Development

High-Level Topics

  • Overview of Portfolio
  • High-level planning with Portfolio - manipulating the iron triangle to achieve results
  • Configuring Jira Software to support Portfolio hierarchies
  • Creating a Plan
  • Understanding and using the Portfolio schedule view
  • Changing and managing scope
  • Using dependencies
  • Changing and managing releases
  • Changing and managing teams
  • Creating and using colors
  • Getting the information you need with Portfolio views


After this course, you will be able to:

  • Configure Jira for effective Portfolio support
  • Create a plan that includes all of the initiatives and resources required to meet business goals
  • Use the Scope tab to manipulate and manage issues and dependencies
  • Use the Teams tab to manage human resources and their allocation to tasks
  • Use the Release tab to manage release schedules
  • Use colors to track how the teams are staying focused on key initiatives
  • Use what-if scenarios to experiment with adjustments to improve plan performance
  • Use views to show stakeholders plan progress and scenarios under consideration
  • Use the program level views to monitor multiple plans