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Jira Portfolio Cheat Sheet

Jan 13, 2015 11:00:00 AM

For projects big or small, Jira Portfolio helps you plan it all! With the ability to pull work in progress in from Jira or push the work breakdown structure into Jira, Portfolio makes managing projects a breeze. With a little set-up and some good old-fashioned planning sessions, your organization can quickly view release schedules, track estimates and actuals to business strategy targets, and manage resources in one place. 

Setup is key with Jira Portfolio. Simply choose your plan type, then work right to left: Configure, Reports, Releases, People. Once you have the business strategy and available resources, then populate your Backlog. Importing an existing set of issues from a saved filter in Jira requires only a few clicks. Or, if you prefer, create your plan and push individual initiatives, epics, stories, and defects into a single project or multiple projects. For those that are truly Agile, plan and push Epics into Jira, then allow the teams to develop and estimate Stories. Synchronize your plan and you're able to predict releases and inform stakeholders.

Push 

Dial in your plan before work begins. Add level of effort estimates and link Epics and/or Stories together to create dependencies. Then let Jira Portfolio inform you of a missing skill set, plan your sprints, or predict the release schedule. 

Pull

Mitigate risk and communicate with stakeholders with ease. Importing in-flight work provides stakeholders with more accurate release schedules based on current work efforts. Mitigate risk by seeing how new work and dependencies affect the overall schedule. Flex resources across teams to fill skills gaps. 

Choose 

Which of the five key capabilities of Portfolio Project Management are you trying to manage: change, risk, resource, pipeline, or financial? Let the capability determine whether a push strategy or a pull strategy works best. The answer may be to use both strategies in the same plan. 

Learn more about Jira Portfolio and get an in-depth demonstration in the tool with our Introduction to Jira Portfolio webinar.

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