Course: Capacity, Release & Project Planning with JIRA Portfolio

Capacity, Release & Project Planning with JIRA Portfolio

  • Life Time Access
  • Certificate on Completion
  • Access on Android and iOS App
  • Self-Paced
About this Course

This course walks through all the core features and functionality of JIRA’s most popular add-on for project planning and agile road-mapping – Portfolio for JIRA.

The Portfolio add-on has proven to be so popular and useful, that it was taken over by Atlassian themselves, the makers of JIRA. 

Portfolio works off the iron triangle of planning which defines scope, time and resources as your primary constraints and parameters of planning. In this course, you will learn how you can find the best combination of the above to set realistic road-maps, release dates, and overall project plans. 


  • Portfolio introduction and setup – Understand what is required to set up the use of Portfolio alongside JIRA
  • Working with Scope – Understand all the parameters that Portfolio uses in its elaborate scheduling algorithm and see how you can tweak your scope to affect your overall plan 
  • Working with Releases  Understand your options for setting your release dates. This section also walks you through how Portfolio can automatically suggest what you will be accomplish in the time that is given
  • Working with Teams – Add all your individual resources into your plan, assign skills and get as granular as you want. Portfolio will adjust your road-map to fit in team member availability, stages of work and skills that resources have 
  • Working with your plan – Once the plan is finalized, work doesn’t stop there. In fact, it begins. Learn how to track the progress of the work while always maintaining the plan and ensuring there are no surprises

This course uses Portfolio for JIRA on Cloud.

Basic knowledge
  • Familiarity with JIRA and agile concepts
  • If you're looking to follow along, you would need access to a JIRA Cloud instance with Portfolio added (free trial is available for both)
What you will learn
  • Be able to create a quick plan with all existing JIRA data
  • Be able to create realistic roadmaps with realistic dates
  • Be able to work with the iron triangle constraints (scope, time, resources) to present the best path forward
  • Be able to understand capacity utilization and plan accordingly via the tool
  • Be able to create easy-access and dynamic reports from within Portfolio
Number of Lectures: 45
Total Duration: 04:37:51
  • Course Introduction  
Portfolio Introduction & Setup
  • Setting up Portfolio  
  • Setting up our project data - Part 1  
  • Setting up our project data - Part 1 (Resource Files)  
  • Setting up our project data - Part 2  
  • Introduction to Initiatives  
  • Configuring JIRA for Portfolio use  
  • Creating a Plan  
  • Our first look at the plan - Part 1  
  • Our first look at the plan - Part 2  
Working with Scope
  • Scope Section Introduction  
  • Creating Initiatives  
  • Planning with rank and estimates  
  • Planning with velocity and sprint length  
  • Planning around unestimated work  
  • Other criteria used in Portfolio's scheduling  
  • Planning with dependencies  
  • Creating a Maintenance Plan  
  • Understanding dependency scheduling  
  • Planning with cross-project dependencies  
  • Setting a target schedule/baseline  
Working with Releases
  • Releases Section Introduction  
  • Creating Plan Scenarios  
  • Planning with release dates  
  • Planning with release assignments  
  • Cross-project Releases  
Working with Teams
  • Teams Section Introduction  
  • Adding individual team members  
  • Assigning work to individual team members  
  • Configuring vacations and team availability  
  • Planning with Stages  
  • Planning with Stages in Scrum  
  • Planning with Skills  
  • Planning with Skills in Kanban  
  • Shared Teams  
Working with the Plan
  • Working with the Plan Introduction  
  • Tracking issue progress  
  • Creating issues within Portfolio  
  • Portfolio Reports  
  • Sharing Reports  
  • Portfolio Themes  
  • Displaying Portfolio fields within JIRA  
  • Administration settings and Plan configuration  
  • Creating the Master Plan  
  • Course conclusion  
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