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Proper configuration in Jira project to receive good plan in Portfolio

Helen Ahlberg
Contributor
February 12, 2019

I work in the support group for Jira 7.4.4 and we have users now wanting to get proper good plans in Portfolio.

What is the difference when

1. creating Portfolio plan on only Kanban project/board - what MUST be present in the Jira Project to recieve a good plan in Portfolio (or what will I see/do in this kind of plan)

2. creating Portfolio plan on only Scrum project/boards - what MUST be present in the Jira Project to recieve a good plan in Portfolio (or what will I see/do in this kind of plan)

My question is -> what MUST be present in the Jira project regarding to teams/estimate/release/version and so on to get the best plan ever in Portfolio.

When looking for tutorials on Portfolio I can find a great deal but nothing on what is required in the Jira project. This is the most important part in this as the plan will reflect what´s in the Jira project.

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