Capacity, Release & Project Planning with JIRA Portfolio
4.4 (776 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
4,774 students enrolled

Capacity, Release & Project Planning with JIRA Portfolio

Learn JIRA’s most popular add-on for project planning and agile roadmapping
Bestseller
4.4 (776 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
4,774 students enrolled
Created by Kosh Sarkar
Last updated 7/2018
English
English [Auto], French [Auto]
Current price: $20.99 Original price: $29.99 Discount: 30% off
5 hours left at this price!
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This course includes
  • 4.5 hours on-demand video
  • 2 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Be able to create a quick plan with all existing JIRA data
  • Be able to create realistic roadmaps with realistic dates
  • Be able to work with the iron triangle constraints (scope, time, resources) to present the best path forward
  • Be able to understand capacity utilization and plan accordingly via the tool
  • Be able to create easy-access and dynamic reports from within Portfolio
Requirements
  • Familiarity with JIRA and agile concepts
  • If you're looking to follow along, you would need access to a JIRA Cloud instance with Portfolio added (free trial is available for both)
Description

This course walks through all the core features and functionality of JIRA’s most popular add-on for project planning and agile roadmapping – Portfolio for JIRA.

The Portfolio add-on has proven to be so popular and useful, that it was taken over by Atlassian themselves, the makers of JIRA.

Portfolio works off the iron triangle of planning which defines scope, time and resources as your primary constraints and parameters of planning. In this course, you will learn how you can find the best combination of the above to set realistic roadmaps, release dates, and overall project plans.

STRUCTURE OF THE COURSE:

  • Portfolio introduction and setup – Understand what is required to set up the use of Portfolio alongside JIRA.
  • Working with Scope – Understand all the parameters that Portfolio uses in its elaborate scheduling algorithm and see how you can tweak your scope to affect your overall plan
  • Working with Releases  Understand your options for setting your release dates. This section also walks you through how Portfolio can automatically suggest what you will be accomplish in the time that is given.
  • Working with Teams – Add all your individual resources into your plan, assign skills and get as granular as you want. Portfolio will adjust your roadmap to fit in team member availability, stages of work and skills that resources have
  • Working with your plan – Once the plan is finalized, work doesn’t stop there. In fact, it begins. Learn how to track the progress of the work while always maintaining the plan and ensuring there are no surprises.

This course uses Portfolio for JIRA on Cloud.

Who this course is for:
  • Product Managers, Project Managers, Development Managers, Team Leads, Executives - anyone looking for a project planning tool for JIRA
  • Any team member looking to step up, show some initiative and recommend Portfolio to their supervisor
  • Anyone looking to evaluate Portfolio as a project planning tool
Course content
Expand all 44 lectures 04:37:31
+ Portfolio Introduction & Setup
8 lectures 01:06:34
Setting up Portfolio
03:38
Setting up our project data - Part 1
15:24
Setting up our project data - Part 2
07:32
Introduction to Initiatives
05:03
Configuring JIRA for Portfolio use
03:27
Our first look at the plan - Part 1
10:12
Our first look at the plan - Part 2
14:03
+ Working with Scope
11 lectures 01:04:10
Scope Section Introduction
02:06
Creating Initiatives
03:36
Planning with rank and estimates
07:10
Planning with velocity and sprint length
05:09
Planning around unestimated work
06:07
Other criteria used in Portfolio's scheduling
10:27
Planning with dependencies
04:27
Creating a Maintenance Plan
04:14
Understanding dependency scheduling
06:30
Planning with cross-project dependencies
08:52
Setting a target schedule/baseline
05:32
+ Working with Releases
5 lectures 26:55
Releases Section Introduction
01:08
Creating Plan Scenarios
03:20
Planning with release dates
07:02
Planning with release assignments
09:09
Cross-project Releases
06:16
+ Working with Teams
9 lectures 54:53
Teams Section Introduction
01:25
Adding individual team members
04:32
Assigning work to individual team members
05:52
Configuring vacations and team availability
05:46
Planning with Stages
08:38
Planning with Stages in Scrum
07:31
Planning with Skills
03:08
Planning with Skills in Kanban
09:29
Shared Teams
08:32
+ Working with the Plan
7 lectures 39:55
Working with the Plan Introduction
01:52
Tracking issue progress
04:47
Creating issues within Portfolio
04:45
Portfolio Reports
08:16
Sharing Reports
05:02
Portfolio Themes
09:30
Displaying Portfolio fields within JIRA
05:43
+ Miscellaneous
3 lectures 20:51
Administration settings and Plan configuration
06:48
Creating the Master Plan
11:43
Course conclusion
02:20