Planning with Portfolio for Jira

Planning with Portfolio for Jira

Summary

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.

Description

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.

Duration: ~6 hours
Level: Introductory to intermediate

Duration

6 hour(s)

Objectives

  • Configure Jira for effective Portfolio support
  • Create a plan that includes all of the initiatives and resources required to meet business goals
  • Use the Scope tab to manipulate and manage issues and dependencies
  • Use the Teams tab to manage human resources and their allocation to tasks
  • Use the Release tab to manage release schedules
  • Use colors to track how the teams are staying focused on key initiatives
  • Use what-if scenarios to experiment with adjustments to improve plan performance
  • Use views to show stakeholders plan progress and scenarios under consideration
  • Use the program level views to monitor multiple plans

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

Setup Requirements

Students use an individual virtual lab machine for hands-on exercises. This requires access to a fast broadband Internet connection with a capable computer.

Please review our Technical FAQ sections page here.

Outline

  • 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

Upcoming Classes

No classes have been scheduled, but you can always Request a Quote.
Questions? Please contact sales@servicerocket.com

Onsite Training

If you'd like to have this training course delivered as a Private Webinar or Onsite at your organization, request a quote and we'll get back to you to arrange all the details.

Request Quote

Public Training