Atlassian JIRA Portfolio Training Course

This Atlassian JIRA Portfolio Training course provides trainees with an in-depth look at the concepts behind Atlassians PPM add-on for JIRA, including an introduction to the tool and its uses.

The focus of this course is to enable users to use JIRA Portfolio effectively and understand key functionality like initiatives, reporting and planning. 

Lab Exercises 
The lab environment (an instance of JIRA with JIRA Portfolio) gives users a practical working area to engage with. This enables them to benefit from seeing JIRA Portfolio in action with real world settings and examples, translating the theory from the course into practical knowledge. 

Prerequisites:

  • Basic knowledge of Windows Interfaces

Course outline:

MODULE 1: INTRODUCTION

1. What is JIRA portfolio?

  • Business Goals
  • Development Realities

2. Concepts

  • Initiatives
  • Teams
  • Releases
  • Epics & Stories

1. The Interface

  • Navigation
  • The Schedule
  • Plan Views
  • Initiatives
  • Releases
  • Epics
  • Stories

Lab Exercises 
1. Explore the interface 
2. Answer Questions

  • What are our Business Goals?
  • What are our Development Realities?

MODULE 2: PLANNING


1. Plans

  • Blank
  • Classic
  • Scrum
  • Kanban

2. Releases

  • Defining Releases
  • Setting a release date
  • Assigning initiatives to a release

3. The Backlog

  • Initiatives
  • Priorities
  • Column View

Lab Exercises

  • Define a release
  • Add Initiatives to the release

MODULE 3: PEOPLE

1. People

  • Teams
  • Team Members
  • JIRA users
  • Virtual users
  • Availability
  • Absence
  • Skills

2. Permissions 

Lab Exercises 
1. Add a new team member 
2. Define availability 
3. Plan Absence 
4. Define skills 

MODULE 4: INITIATIVES

1. Creating Initiatives

  • Importing

2. Assigning teams

  • Assigning members

3. Estimating 
4. Categorising initiatives 
5. Dependencies 

Lab Exercises 

1. Create an initiative 
2. Assign a team 
3. Define some tasks 
4. Estimate 
5. Assign a theme 
6. Define a dependency 
7. Prioritize your initiative 

MODULE 5: REPORTING, VIEWING PROGRESS AND SOLVING BOTTLENECKS

1. Reporting

  • Resource allocation targets by theme
  • Schedule
  • Releases

2. Re-allocating Capacity 
3. Bottlenecks 
4. Viewing progress 

Lab Exercises 

1. Define resource targets 
2. Comparing targets to actual values 
3. Solving a bottleneck