8,471
Customers have installed this add-on in at least 8,471 active instances.
8,471
Customers have installed this add-on in at least 8,471 active instances.
    by Atlassianfor JIRA Cloud, JIRA Server 6.3 - 7.3.8 and more versions
    Versions available for JIRA Server 6.0 - 6.2.7
    Supported
    Atlassian supports this add-on.

    Get support

    Supported
    Atlassian supports this add-on.

    Get support

    Data Center
    This add-on is compatible with the clustering and high-availability capabilities of our products.

    The agile portfolio management tool, built for JIRA

    The agile portfolio management tool, built for JIRA

    Agile roadmap planning

    Team and project visibility

    Seamless JIRA integration

    Create a real-time agile roadmap and forecast release dates.

    * Compare estimates and release dates

    * Manage team availability and skill sets

    * Create multiple "what-if" scenario plans

    Gain visibility across multiple teams and projects to keep everyone on the same page.

    * Create hierarchies and dependencies

    * Track business goals and resources

    * Easily share or embed reports

    Instantly create a plan from your data in JIRA and it'll always be up to date.

    * Get a plan in less than a 1 min.

    * Connect multiple JIRA boards and projects

    * Play in a sand-box or change everything in real-time

    Agile roadmap planning

    Team and project visibility

    Seamless JIRA integration

    Create a real-time agile roadmap and forecast release dates.

    * Compare estimates and release dates

    * Manage team availability and skill sets

    * Create multiple "what-if" scenario plans

    Gain visibility across multiple teams and projects to keep everyone on the same page.

    * Create hierarchies and dependencies

    * Track business goals and resources

    * Easily share or embed reports

    Instantly create a plan from your data in JIRA and it'll always be up to date.

    * Get a plan in less than a 1 min.

    * Connect multiple JIRA boards and projects

    * Play in a sand-box or change everything in real-time

    More details

    Made by Atlassian

    Major Features

    • Seamless integration with JIRA
    • Plan
      • Schedule dependencies
      • Plan with both story points and time-based estimates
      • Use Portfolio for JIRA custom fields in JIRA
      • NEW: Baseline original estimates and target dates
      • NEW: Create multiple "what-if" scenario plans
    • Scope
      • Track progress and status
      • Re-prioritize work items
      • Assign issues to sprints
    • Team
      • Add skills to team members
      • Configure team member availability
      • Manage shared teams
    • Releases
      • Create project-specific or cross-project releases
      • Configure release dates
      • Track if you'll meet your release date
    • Reports
      • Export reports to CSV
      • Share reports with link

    Sign up for a 30 min demo with live Q&A with Atlassian Product Advocates.

    Check out how Rosetta Stone uses Portfolio for JIRA.

    More details

    Made by Atlassian

    Major Features

    • Seamless integration with JIRA
    • Plan
      • Schedule dependencies
      • Plan with both story points and time-based estimates
      • Use Portfolio for JIRA custom fields in JIRA
      • NEW: Baseline original estimates and target dates
      • NEW: Create multiple "what-if" scenario plans
    • Scope
      • Track progress and status
      • Re-prioritize work items
      • Assign issues to sprints
    • Team
      • Add skills to team members
      • Configure team member availability
      • Manage shared teams
    • Releases
      • Create project-specific or cross-project releases
      • Configure release dates
      • Track if you'll meet your release date
    • Reports
      • Export reports to CSV
      • Share reports with link

    Sign up for a 30 min demo with live Q&A with Atlassian Product Advocates.

    Check out how Rosetta Stone uses Portfolio for JIRA.

    User reviews

    (146)
    Sign in to write a review
    by Aditya Deshpande on 2017-06-23
    Not impressed. I do not need every JIRA user to have access to Portfolio. Only Team Leads and Project Managers. Have to unnecessarily stick to MSP because of this policy.
    Was this review helpful?YesNo
    by Avinash Sridharan on 2017-04-12
    The idea is cool but the Portfolio plugin is pathetic in its user experience. There is scheduling built into the tool and it gives user no information as why portfolio is making certain decisions. Portfolio seemingly randomly chooses to display certain issues in certain schedules and not in other schedules. The biggest problem with portfolio its taking certain scheduling decisions behind the scenes but not exposing any of the inputs for the scheduling decisions to the end user making the tool pretty much unsuable. A huge waste of time and money.
    9 out of 12 found this review helpful
    Was this review helpful?YesNo
    Atlassian

    Hi Avinash, I'd be happy to provide you with a demonstration to clarify the behaviour of the scheduling algorithm. If you're interested, I'd also be very keen to hear in more detail about your experience and challenges using Portfolio. My email is bdavies@atlassian.com - feel free to reach out directly.

    Thanks,BreePM - Portfolio for JIRA

    by Keith Ferguson on 2017-04-10
    A great improvement over JIRA Software for planning and backlog grooming in complex projects
    2 out of 2 found this review helpful
    Was this review helpful?YesNo
    by Matthew Campbell Jr on 2017-03-15
    The pricing of Portfolio for JIRA is horrible. We have purchased a 2,000 user base, but only have around 915 people using JIRA. Of those 915 people using JIRA we would only want about 100 users actually using Portfolio. BUT we have to pay for a 2,000 users? That's garbage! Until pricing is changed to match JIRA Service Desk then I deem this product to be completely worthless. Don't waste your money.
    44 out of 48 found this review helpful
    Was this review helpful?YesNo
    by Thomas Edding on 2017-01-15
    ... has made tracking a breeze and has truly outlived my expectations. One tool to look up to when it comes to product management. Nice, but pricing might be a concern.
    3 out of 3 found this review helpful
    Was this review helpful?YesNo

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    Paid-via-Atlassian pricing FAQ

    How does cloud add-on pricing work?

    Cloud pricing is subscription based. You are eligible for support and automatic version updates as long as your subscription is active.

    When your subscription renews each month, your pricing tier for host products and add-ons is automatically adjusted (as necessary) based on the number of users in your instance.

    If you've opted for annual billing for your host product, add-ons are also billed annually.

    If add-on pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

    How do I determine my cloud pricing tier?

    The cloud add-on tier is set automatically based on the maximum tier of the licensed JIRA applications on your instance. For example, if you have JIRA Software (50 users) and JIRA Service Desk (10 agents) on the same instance, your add-on tier is 50 users.

    Do you offer academic, community, or open-source licenses?

    For server add-ons, purchase and renewal is half-price if you have an academic license for your Atlassian host application. Server add-ons are always free for community and open-source licenses. Cloud add-ons do not have discounted or free licenses.

    For more details about qualifying for special licenses, see here.

    Can I extend my free trial?

    For cloud add-ons, you cannot extend your free evaluation period. All cloud add-ons are immediately subscribed by a user, and we provide a free evaluation period. This is a minimum of 30 days and ends on the second billing cycle after you first subscribe to the add-on.

    Paid-via-Atlassian pricing FAQ

    How does server add-on pricing work?

    Server products and add-ons are hosted on your servers. Licenses are perpetual and the purchase price include 12 months of maintenance (support and version updates).

    You can renew maintenance after 12 months at 50% of the current purchase price. You can upgrade the tier of your host product and add-on licenses at any time. Upgrade prices are calculated based on Atlassian's formula (view example).

    If add-on pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

    How do I determine my server pricing tier?

    For JIRA Server 7.0 or later, the add-on tier should match the maximum tier of the licensed JIRA applications on your instance. For example, if you're running JIRA Software (50 users) and JIRA Service Desk (10 agents) on the same instance, you should purchase the 50-user tier for add-ons.

    For versions of JIRA Server prior to 7.0, the add-on tier should match the licensed user tier for JIRA. Even if fewer users want to use the add-on than your JIRA license, the two licenses should match exactly.

    Do you offer academic, community, or open-source licenses?

    For server add-ons, purchase and renewal is half-price if you have an academic license for your Atlassian host application. Server add-ons are always free for community and open-source licenses. Cloud add-ons do not have discounted or free licenses.

    For more details about qualifying for special licenses, see here.

    Can I extend my free trial?

    For server add-ons, you can extend your add-on trial up to 5 times - in other words, for up to six months. Extend your trial by generating a new evaluation license key from Atlassian Marketplace. Click Try it free and you'll be directed to generate a new license. Paste this license key into the add-on listing in UPM from your Atlassian host application, and you're all set.

    How can I buy add-ons for my legacy JIRA Server or Confluence Server license?

    If you own a legacy JIRA Server Unlimited (100+ users) or Confluence Server Unlimited (2000+ users) license purchased in 2012 or earlier, legacy add-on pricing is no longer available. You have two options for add-on purchasing:

    • Purchase the add-on at the non-legacy Unlimited (10000+ users) tier.
    • Renew your JIRA or Confluence license at a non-legacy tier, then purchase the add-on at the same tier.

    Learn more

    Atlassian provides support for this add-on.

    Atlassian provides support for this add-on.

    Vendor support resources

    Documentation

    Find out how this add-on works.

    Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this add-on.

    Documentation

    Find out how this add-on works.

    Atlassian Community

    Atlassian-hosted discussions connect you to other customers who use this add-on.

    Versions

    JIRA Cloud Released 2016-06-07

    Summary

    Seamless integration with JIRA with new live plans!

    Details

    See release notes for details.

    Versions

    Version 2.2.6 JIRA Server 6.3 - 7.3.8 Released 2017-06-20

    Summary

    Bug fixes and improvements

    Details

    See release notes for details.

    Installation

    1. Log into your JIRA instance as an admin.
    2. Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
    3. Click Find new add-ons from the left-hand side of the page.
    4. Locate Portfolio for JIRA via search. The appropriate add-on version appears in the search results.
    5. Click Try free to begin a new trial or Buy now to purchase a license for Portfolio for JIRA. You're prompted to log into MyAtlassian. Portfolio for JIRA begins to download.
    6. Enter your information and click Generate license when redirected to MyAtlassian.
    7. Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your JIRA instance.

    To find older Portfolio for JIRA versions compatible with your instance, you can look through our version history page.

    1. Log into your JIRA instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Find new add-ons screen loads.
    3. Locate Portfolio for JIRA.
    4. Click Free trial to download and install your add-on.
    5. You're all set! Click Close in the Installed and ready to go dialog.

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