Advanced Roadmaps for Jira Server (formally Portfolio)

Advanced Roadmaps for Jira Server (formally Portfolio)

  • 1 Day
  • Classroom, Webinar

Clearvision's Atlassian Jira Portfolio training course gives participants an understanding of the strengths and capabilities of Jira Portfolio.

About this Course

Is this course for you?

This course is ideal for new users of the Jira Portfolio App, Especially those with the requirements to plan and project the delivery of software projects run by agile teams.

Objectives & Outcomes

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

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

We’ll also dive into managing our teams, their skills, and reporting on their efforts towards our releases and themes.


  • Basic understanding of Jira use cases
  • Basic understanding of Agile concepts including Scrum and/or Kanban
  • Access to a laptop
  • Internet connection
  • What is Jira Portfolio?
    • Benefits and Purpose of Portfolio
    • Server vs Cloud
    • Portfolio Plans
  • Accessing Plans
  • Permissions
  • Navigating the Interface
    • Views
    • Actions
  • Building a plan
  • Epics
  • Stories/tasks
    • Subtask
  • Above the epic
    • Multi-project plans
  • Estimates
  • Rank
  • Dependencies
  • Target dates
  • Sprints
  • Kanban vs scrum and mixed plans
  • Calculating the plan
  • Committing to JIRA
  • Creating team
    • Associating boards
      • Parallel sprints
  • Adding resources
    • Jira users
    • Virtual users
  • Assigning resources
  • Resource availability
  • Shared teams
    • Availability vs allocation
  • Modify team
  • Viewing team in Jira issues
  • Stages and skills
  • Jira releases
  • Creating releases
  • Cross project releases
  • Assigning releases
  • Editing releases
  • Reading the release timeline
  • ‘Later’ release
  • Using reports
    • View settings
    • Filters
    • Sharing
    • Exporting
    • Reading additional detail – Capacity report
  • Themes
  • Programs
  • JQL
  • Configuration
    • Planning
    • Source Data
    • Access Control
  • Scheduling factors
    • Viewing scheduling factors
  • Advanced Configuration
    • Scenarios
      • Building scenarios
      • Commits in scenarios
    • Stages and Skills (set-up)
  • Atlassian Administration
    • Jira
      • Issue types
      • Issue type schemes
    • Portfolio
      • Hierarchy
      • Dependencies
      • Permissions
  • Questions and Answers
  • Additional Resources

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
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