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Portfolio for Jira Training

Looking to gain visibility across all teams and projects?

Discover the data-driven Agile roadmap, resource and capacity planning, real-time forecast and roll-up reporting features of Portfolio for JIRA, and learn how to use them at their full potential with our half-day training course.


1 day

Public or private class, live online or on-site

Course code


Attendees profile

Project managers using Jira who want to benefit from the full capabilities of Portfolio for Jira, and learn how to use it day-to-day to plan release delivery.


  • Some familiarity with Jira
  • Some familiarity with software development and release cycles

Check the prerequisites with our online app.


  • Discover features and use cases of Portfolio for Jira
  • Master the use of Portfolio for Jira for your project portfolio management activities


Course outline


  • The purpose of Portfolio for Jira
  • What's new in Portfolio 2

Fundamentals of Portfolio for Jira

  • Themes
  • Initiatives
  • Skills and stages

Creating a plan

  • Importing sources
  • Determining model and creating initiatives
  • Plan hierarchy
  • Dependencies
  • Plan-specific configuration

Teams in Portfolio

  • Members (Jira users and virtual users)
  • Exceptions (public holiday and vacations)


  • What-if analysis


  • Single release
  • Cross-project release
  • Dynamic vs. fixed release dates


  • Themes
  • Releases
  • Schedule
  • Capacity
  • Sprints
  • Scope

Portfolio-specific administration

  • Permissions
  • Configuration
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