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Planning with Portfolio for Jira

(Advanced Roadmaps)

Available for  + 

Cloud & Server/DC versions of Jira


Interested in learning the ins-and-outs of Portfolio for Jira?

This course gives you the full scoop on one of Atlassian's most powerful apps for Jira Software.

You'll get an introduction to Portfolio for Jira, what it can do for you, how to use it and best practices. The course walks you through building a roadmap based on work in Jira Software–using Portfolio’s new planning experience–and shows you how you can constantly evolve your plan and respond to change.

This course includes hands-on labs, giving you the opportunity to build and refine a Portfolio plan using sample data.

Note: This course uses version 3+ of Portfolio for Jira and is delivered on Jira Server. Jira Cloud customers can take this course, noting there are a few small UI differences between versions. Your trainer will point out any important differences.

What is covered in the course?

  • 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
  • Creating and using colours
  • Getting the information you need with Portfolio views

Who should attend?

This course is designed for PMO, Program Managers, Product/Project Managers, Dev/Release Managers and anyone who needs cross-project visibility.

Attendees should have a good knowledge of JIRA Software and an understanding of agile planning.



This 7 hour course is organised and led by GLiNTECH and their instructors. 

It's run online as a remote session and will:

  • Have a live instructor doing presentations and demonstrations
  • Include interactive discussion, Q&A, interactive polls and more
  • Have web-based lab instances for you to complete all hands-on activities
  • Provide soft copies of all notes and workbooks.


Contact us below for prices



GLiNTECH trainers are all Atlassian Certified Professionals and Authorised Instructors for Atlassian University


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