Planning with Portfolio for Jira (Public Virtual)

Planning with Portfolio for Jira (Public Virtual)


If you're baffled at why your issues appear where they do in the Portfolio schedule, this course is for you! You'll not only gain a broad overview of the features of Portfolio for Jira, but you'll learn how the scheduling algorithm weighs various criteria when it calculates the timeline. 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: 7 hours
Level: Introductory to intermediate


7 hours


After attending this course, attendees should be able to:

  • Configure Jira for effective Portfolio support
  • Create a plan that includes all 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 themes to track how the teams are staying focused on key initiatives
  • Use what-if scenarios to experiment with adjustments to improve plan performance
  • Use reports to show stakeholders plan progress and scenarios under consideration


Anyone responsible for setting up a Jira Service Desk project which includes:

  • Program Managers
  • Project Managers
  • Product owners
  • Product managers
  • Development team managers using Jira Software


  • Getting More from Jira Software or equivalent experience with Jira Software
  • Experience with Agile Development


  • 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
  • Using stages and skills in your planning
  • Getting the information you need with Portfolio reports

What is Public Virtual format?

Enjoy real-time interaction with an instructor and students from other companies in our public classes. We offer them virtually, and you join a WebEx session at a scheduled time. No travel is required - you can join from wherever you want, as long as you have a good Internet connection. You’ll also get access to your own lab environment during the class to perform guided exercises. You’ll have access to course materials prior to class so you can take notes during class, and they’re a great reference after the session..

Setup Requirements

Each student uses an individual virtual lab machine for hands-on exercises and must be prepared and able to access a fast broadband Internet connection with a capable computer. We provide the classes through WebEx.

Please review our Technical FAQ sections page here.

Upcoming Classes

Dec 15
8:30 AM - 3:30 PM
Pacific Standard Time
$ 700.00 USD
Jan 12
8:30 AM - 3:30 PM
Pacific Standard Time
$ 700.00 USD
Jan 26
8:30 AM - 3:30 PM
Pacific Standard Time
$ 700.00 USD