What is Jira Advanced Roadmaps (formerly Portfolio)?

Advanced Roadmaps aka Portfolio is a tool that enables teams to build plans and track progress in Jira Software. Being an add-on for Jira, it provides seamless integration with all data within the Jira system. It also provides multiple estimation methods, a visible roadmap, scenario planning, unlimited hierarchy, and reporting for any team.

Portfolio has three key value propositions: Visualization, Hierarchy and Alignment.

Why is it helpful?

Its design helps teams visually track their projects and issues and makes it easier to coordinate with one another.

Portfolio enables teams to create agile roadmaps by allowing teams to prioritize workload and separate tasks into sprints.

How to work with Jira Advanced Roadmaps aka Portfolio?

  • Step 1 – Organize your issue sources (project, boards, or filters)
  • Step 2 – Configure a custom hierarchy (optional)
  • Step 3 – Create a plan
  • Step 4 – Configure your teams
  • Step 5 – Manage your releases
  • Step 6 – Keep things up to date
  • Step 7 – Work with your plan


  • https://confluence.atlassian.com/jiraportfoliocloud/getting-started-with-portfolio-for-jira-873926170.html
  • https://www.glintech.com/events/past-events/jira-portfolio-workshop-2016/portfolio-recording-landing.html

Portfolio For JIRA 2.0 Training & Demo

Rajesh Kumar