Advanced Roadmaps For Jira (Cloud) Formerly Portfolio

This course is ideal for new users of Advanced Roadmaps for Jira Cloud, especially those with the requirements to plan and project the delivery of software projects run by agile teams.

About this course

Is this course right for me?

This course is ideal for new users of Advanced Roadmaps for Jira. It may be especially helpful to those requiring the ability to plan the delivery of software projects led by agile teams.

Objectives and outcomes

By the end of this course, delegates will have a solid understanding of the strengths and capabilities of AR4J.

They will be able to manage projects through live plans, work through a variety of scenarios to understand the implications of changes to projects and integrate data directly into Jira Software to connect with teams on the ground.

Also included, is the managing of teams and releases.


-A basic understanding of Jira use cases.

-A basic understanding of agile concepts including Scrum and or Kanban.

-Access to a laptop.

-Internet connection.

Modules breakdown

  • Concepts
  • Purpose
  • Data requirements
  • Navigation


  • Navigation
  • Creating a plan
  • Data sources
  • Exclusion rules
  • Creating teams
  • Creating releases


  • Plan creation
  • Views
  • Filters
  • Fields
  • Timelines
  • Capacity
  • View settings
  • Warnings


  • Warnings
  • Views
  • Auto-schedule
  • Updating scope
  • Updating schedule
  • Updating resources
  • Dependencies
  • Updating Jira
  • Updates from Jira


  • Adding initiatives
  • Changing rank, estimates and releases
  • Updating Jira
  • Scenarios
  • Multi-project plan
  • JQL with plan data
  • Display plan in Confluence
  • Exporting the plan
  • Viewing plan list


  • Scenarios
  • Multi-project plans
  • Use with Confluence


  • Scheduling
  • Saved views
  • Source data
  • Access control


  • Scheduling options
  • Saved views
  • Instance level permissions
  • Configuring hierarchy
  • Configuring dependencies


  • Permissions
  • Viewing issues and hierarchy
  • Dependency configuration

“The instructor was great! She knows her stuff and went out of her way to make sure we understood and got what we needed for Portfolio.”

Donnalee, Mass Mutual

Download our training brochure

Our Atlassian training courses are designed for users of all abilities to equip them with the skills for success. They cover the full software development life cycle and include collaboration strategies and project management techniques. Download our brochure to learn more about Atlassian training.

Download our training brochure

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