Portfolio for Jira – 1 Day

Course Description – Portfolio for Jira

Learn how to use the Portfolio for Jira to organize your project schedules from an enterprise level. Learn how to build big picture project plans, evaluate the impact of scenarios on those plans and track the progress of these plans while seamlessly sharing real time reports with any stakeholder.

What You Will Learn

  • Add the Portfolio plug in
  • Creating Portfolio initiatives
  • Using Portfolio themes
  • Setting up teams
  • Create scenarios
  • Generate reports
  • Manage release scope
  • Estimation configuration
  • Generate enterprise level reports
  • Conduct capacity planning


Basic computer and internet literacy and a basic understanding of Jira.


  • Introduction to Portfolio for Jira
  • Discover the relationship between Portfolio and Jira
  • Discover what Jira for Portfolio is
  • Learn why teams us this plug in to track progress from big picture perspectives and manage skills and capacity
  • Uncover which groups benefit from using Portfolio for Jira
  • The Portfolio Interface
    • Primary Interface
    • Portfolio administration
    • Initiatives
  • Scenarios
    • Development Manager
    • Product Manager
    • Project Manager
  • Questions and Answers
  • Additional Resources


  • Creating a Portfolio plan
  • Accessing Jira issues
  • Creating and managing scenarios
  • Pushing changes into Jira
  • Setting up themes and initiatives
  • Creating and managing teams

System Requirements

  • HDMI or VGA capable projector
  • Flipchart and markers
  • Laptop and internet connectivity for instructor and all students

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