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Expanding Jira benefits with Portfolio for Jira

When you use Atlassian tools for project management, the next step could be adopting Portfolio for JIRA to increase your productivity.

Are you still not having a global view of your available resources, what projects they are allocated for and a forecast of their execution? To find the best solution to these challenges, we first need to take a look at the way your teams are working.

Some questions may occur along the process, which is important to evaluate the best solution. Teams usually notice some needs like:

  • Understanding in a easy-way the teams’ capacity to complete sprints.
  • Viewing agile teams’ capacity and how they can contribute with other releases.
  • Working with Agile and implementing a global view of multiple JIRA projects.
  • Having access to each activity status and understand how sprints and dependencies relate to other projects.

Starting with these demands, we will understand how Portfolio for JIRA, one of the most used plugins for PPM (Project Portfolio Management), can help you.

Understanding Portfolio for JIRA

As an Atlassian add-on, Portfolio for JIRA brings an agile approach to scale project management using the best features of JIRA. One example is the integration between both tools that allows instant updates between the two solutions and importing multiple JIRA projects in a simple way. It’s possible to edit different fields, labels and activities directly on Portfolio for JIRA.

Its interface generates the schedule based on JIRA projects. The deadlines that are not met inside the plan are highlighted in red on the timeline, showing the impossibility of concluding the plan in that specific time-period.

Through its hierarchy system and filters, the users rely on an accurate process of viewing each different project step that is being executed. You have quick access to initiatives and how are the status of cross-projects.  When you break them on epics and stories, you have detailed information on every teams’ effort.

A calendar view and timeline is presented according to teams’ capacity.

Plan your releases with focus on team availability

You organize your teams according to each team member’s capacity measured in story points. Besides a view on which teams are doing activities in that specific sprint, you can determine if they are available to work on a single project or share the resources with other initiatives.

In regards to releases planning, it makes the process of recalculating changes on the project schedule and adding new activities that weren’t expected easier. Besides that, the plugin allows to reduce the workload available for your developers. For example, if one of the team members is entering a holidays period, it’s possible to understand the impact of having this resource away and design new scenarios adding available resources to the project.

When you add a new activity, you have the option to work with a dynamic date for release, depending on how your team is planning this demand. It’s possible to automatically calculate the consequences of adding new variables to the release and view the deadlines that need to be met.

When you choose a fixed date, releases are automatically adjusted according to the deadlines. On dynamic mode, sprints are distributed in an optimized way according to teams capacity to complete them. Besides that, the fact of view what changes were made before committing, allows them to be reviewed before being updated to JIRA.

Multiple projects managed with more visibility

One feature that stands out allows grouping multiple projects and adding cross-project releases. This portfolio management tool ease dependences creation in JIRA issue fields, what provides a view of these consequences in release planning.

it’s possible to view each projects details and how they are organized by using the right filters, making it easier to reschedule your planning based on the present issues and their dependencies. With visibility on each status, it’s easier to de-prioritize some steps and complete critical business demands on schedule.


Portfolio for JIRA provides themes, that are central project or business areas that involve many initiatives and compare it with your teams’ performance on previous estimates and different periods. As we already know, there is no way to improve your work if you don’t have performance metrics. This plugin provides reports to drive decision-making and work changes.