Manage and optimize your Atlassian landscape with Portfolio Insights (Now in Public Beta)
Hello Atlassian Community
I'm Akshay Johri, a Product Manager on the Atlassian Cloud Transition team. We're pleased to announce the launch of Public Beta of Portfolio Insights, a significant step in our ongoing effort to help you enhance your Atlassian experience across Cloud and Data Center environments.
What is Portfolio insights?
Portfolio insights is a new feature within Atlassian Administration. It offers a centralized view of your Atlassian tooling landscape, enabling you to discover, assess, and optimize your entire Atlassian portfolio across Cloud and Data Center environments. Whether you're planning a cloud migration, optimizing your Data Center environment, or managing a complex hybrid setup, Portfolio insights provides the tools and insights you need to make informed decisions and drive efficiency across your organization.
By centralizing this critical information, Portfolio insights empowers IT leaders, administrators, and migration planners to:
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Reduce the time and effort required for portfolio assessment and migration planning
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Improve control and governance by maintaining a clear inventory of all Atlassian products in use
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Identify opportunities for cost savings and performance improvements
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Streamline management of multi-instance and multi-product environments
Key components of Portfolio Insights
Here’s what you can expect.
Add and discover products
Portfolio insights provides a comprehensive view of all your Atlassian products by allowing you to:
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Add and maintain connections between on-premises and cloud products, creating a unified Atlassian landscape.
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Automatically discover associated products through license data and app links. Review and add relevant detected products to your portfolio.
These steps enable strategic planning and uncover consolidation opportunities within your organization.
View the cloud readiness of your Jira instances
Analyze and compare your data against Atlassian guardrails or best practices to understand the cloud readiness of your Jira instance in the areas most critical for migrations:
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Migration time
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Users and groups
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Issue content limits
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Cloud health
The cloud readiness assessment highlights problems with your data that can affect the migration itself or your future setup in Atlassian Cloud. With detailed recommendations on how to optimize the number of issues, users, or custom fields, you can prepare your instance for a future migration, or just make it run smoother now.
And yes, we’ll also find all those issues where you stack thousands of attachments and even help you optimize them with Jira automation.
Get insights into health and performance of your Jira instance (coming soon!)
Portfolio insights will soon help you monitor and optimize the health of your Jira Data Center instances. You'll receive proactive recommendations to maintain optimal instance health by focusing on:
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Health score analysis: Assess the overall health of your Jira instance with a comprehensive health score and get recommendations to improve instance performance.
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Performance metrics: Monitor key performance indicators to ensure optimal system operation.
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Data optimization: Measure your data against guardrails to optimize Jira entities like issues, groups, projects, and custom fields for improved efficiency.
These insights will empower you to enhance your on-premise setup, ensuring a robust and efficient environment.
EAP for Portfolio insights
With the EAP rolled out in 2024, we shipped the following and learned from early adopters, with more to come in 2025:
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Assessments: Analyze your data against Atlassian guardrails and receive clear, actionable insights and recommendations to prepare for your Jira migration. Read more in our announcement.
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Footprint detection: Add and detect products to manage and optimize your entire Atlassian portfolio across the Cloud and Data Center.
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Data Center Instance optimization: Monitor and optimize the health and performance of your Jira Data Center instance to ensure it runs smoothly and efficiently.
Looking ahead: Our vision for Portfolio insights
This EAP was a step towards our future vision for Portfolio insights, which aims to transform how organizations manage and optimize their Atlassian tools across their entire organization. By providing data-driven insights, Portfolio insights empowers informed decision-making, driving efficiency and innovation. Additionally, it acts as a catalyst for strategic growth, offering the intelligence needed to navigate complex transitions and optimizations. Our focus includes:
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Ongoing optimization: Continually improving how your teams use Atlassian tools.
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Comprehensive insights: Providing a detailed understanding of tool usage and performance.
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Future capabilities: Extending our offerings to include more Atlassian products, apps, and even external applications for a holistic productivity suite.
Thank you for your continued support and for being an integral part of the Atlassian Community. Together, we're working towards more efficient and optimized Atlassian experiences.
If you have any questions or feedback, please share them in the comments below. We look forward to your participation in this exciting new chapter of Atlassian tooling management.
Best regards
Akshay Johri
Product Manager, Cloud Transition team
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Akshay Johri
About this author
Senior Product Manager, Portfolio Insights, Cloud Transition
Atlassian
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