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What is Portfolio for Jira?

(supported since Better PDF Exporter 1.4.0)

Portfolio for Jira is Atlassian's Project Portfolio Management (PPM) solution, an agile roadmapping and project planning app for Jira Software.

Portfolio for Jira integration features

  • You can export the Portfolio-managed custom field types like Parent Link and Team to PDF.

Tutorial video

The Better PDF Exporter app enables exporting the portfolio items (which are issues themselves) to customizable PDF documents. (Although the video below was captured about the app's Server version, the Cloud version is very similar.)

Export samples

Issue with Portfolio fields

This is the export of an Epic-type work item from a Portfolio plan. It contains all the Portfolio for Jira custom fields in addition to the standard fields.

jira-portfolio-fields-single-issue.pdf

Issue list with Portfolio fields

This sample is the export of a plan built with Portfolio, including Initiative, Story and Task type work items (issues). It is exported from Issue Navigator using a custom column configuration, which includes all Portfolio-managed custom fields plus Epic Link.

jira-portfolio-fields-issue-navigator.pdf

Configuration

Exporting Portfolio custom fields

There is nothing to do. Better PDF Exporter will automatically recognize the Portfolio-managed fields and export them accordingly.

Exporting issues in a Portfolio plan

Portfolio for Jira offers a general-purpose JQL function to find issues in plans recursively. Use this JQL function in the Issue Navigator to search for the issues to export, sort the issues, then export the result using Better PDF Exporter.

To search for the issues in a Portfolio program, use this JQL:

issuekey in portfolioChildIssuesOf(FOO-12,FOO-34)

...where "FOO-12" and "FOO-34" are the top-level portfolio items.

Exporting issues of a certain type in a Portfolio plan

To search for the issues of a certain issue type, i.e. for the issues on one level in a Portfolio plan, use this JQL:

issuekey in portfolioChildIssuesOf(FOO-12,FOO-34) and type = "Story"

...where "FOO-12" and "FOO-34" are the top-level portfolio items.

Exporting issues within the hierarchy, by team and by target dates

Similarly to the use cases discussed in the previous sections, you can use JQL to search for:

  • the issues linked via the Parent Link custom field
  • the parents of issues
  • the children of issues
  • the issues assigned to a team

See the Portfolio for Jira documentation for examples.

Learn more about Portfolio for Jira