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What is Portfolio for Jira?

(supported since Better PDF Exporter 7.2.0)

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 Original story points, Parent Link, Team, Target start and Target end to PDF.

Tutorial video

The Better PDF Exporter app enables exporting the portfolio items (which are issues themselves) to customizable PDF documents.

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 program

Portfolio for Jira offers several JQL functions to find issues in a program, in a plan, by parent, by child, etc. Use these JQL functions 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 issuesInProgram(12)

...where "12" is the program's ID. To learn its ID, open the program, and you will see the ID in the page URL (in the browser's address bar).

Exporting issues in a Portfolio plan

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

issuekey in issuesInPlan(34)

...where "34" is the plan's ID. To learn its ID, open the plan, and you will see the ID in the page URL (in the browser's address bar).

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
  • the issues that have target start- and target end dates

See the Portfolio for Jira documentation for examples.

Learn more about Portfolio for Jira