Planning with Portfolio for Jira

Course description

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

Portfolio for Jira is Agile roadmapping for the enterprise. With Portfolio for Jira, you can create reliable forecasts of your work and at the same time 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 features of Portfolio for Jira and learn how to use the improved planning interface to create a plan that reflects your reality. The labs provide hands-on experience making adjustments to scope, teams, and releases. You’ll also learn how to safely test what-if scenarios to improve your long-term planning effectiveness.

Audience

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

Prerequisites

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

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
Using stages and skills in your planning
Getting the information you need with Portfolio reports

Please review our Technical FAQ sections page here.

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