📑 Table of Contents
🎯 Overview
Portfolio Manager is a powerful Jira application that provides comprehensive project portfolio tracking, dependency management, and roadmap visualization. It helps teams manage multiple projects, track issue dependencies, and visualize timelines across their portfolio.
📋 Project Tracking
View all projects with key statistics including total issues, progress tracking, and blocked items.
🔗 Dependency Management
Track and visualize dependencies between issues across different projects with filtering capabilities.
📅 Roadmap Visualization
Timeline view of epics with start and due dates for better project planning and resource allocation.
🔍 Advanced Filtering
Powerful search and filter options to quickly find the information you need across your portfolio.
🚀 Getting Started
Portfolio Manager integrates seamlessly with Jira and provides three main views accessible via the top navigation:
- Projects - Overview of all projects with statistics
- Dependencies - Issue dependency tracking and visualization
- Roadmap - Timeline view of epics and milestones
📋 Projects View
The Projects view provides a comprehensive table displaying all projects in your portfolio with key metrics and statistics. Each row shows project details including lead, dates, and issue status breakdown.
Project Table Columns
| Column | Description |
|---|---|
| Project | Project name and key (clickable link to project) |
| Lead | Project lead name (shows "Unassigned" if none) |
| Start | Project start date |
| Due | Project due date |
| Total | Total number of issues in the project |
| In Progress | Number of issues currently in progress |
| Done | Number of completed issues |
| Blocked | Number of blocked issues (highlighted in yellow) |
📄 Pagination
When viewing a large number of projects, the table automatically paginates results showing 10 projects per page. Use the navigation controls at the bottom of the table to move between pages.
- Prev - Go to previous page (disabled on first page)
- Next - Go to next page (disabled on last page)
🔗 Dependencies View
The Dependencies view shows all issue dependencies across your projects. This helps you understand relationships between issues and identify potential blockers or critical paths.
Dependency Information Displayed
- Issue Key & Title - Full issue identifier and summary
- Type Badge - Issue type (Story, Task, Bug, etc.)
- Status - Current workflow status with color coding
- Dependency Links - Shows related issues with link type (Blocks, Relates, etc.)
Filtering Dependencies
You can filter dependencies by:
- Project - Check specific projects to view their dependencies
- Link Type - Filter by dependency relationship type (Blocks, Relates, Cloners, etc.)
📅 Roadmap View
The Roadmap view provides a visual timeline of epics across your projects. This helps with long-term planning, resource allocation, and identifying overlapping work periods.
Roadmap Card Information
- Epic Key & Name - Epic identifier and title
- Start Date - When the epic begins
- Due Date - Target completion date
- Project Badge - Which project the epic belongs to
- Status - Current epic status
- Assignee - Person responsible for the epic
🔍 Filters & Search
Portfolio Manager provides powerful filtering capabilities to help you find exactly what you're looking for across your portfolio.
Available Filters
Text Search
Search projects...- Search by project name or keySearch by lead...- Filter projects by project lead name
Dropdown Filters
- All Leads - Filter by specific project lead
- All Statuses - Filter by project status (e.g., Has Blocked Items)
- Date Range - Filter by start date range (from/to)
Project Checkboxes
In Dependencies and Roadmap views, use project checkboxes to show/hide specific projects.
Clear Filters
Click the Clear Filters button to reset all filters and show all data.
↕️ Sorting
Click on any column header in the Projects table to sort by that column. Click again to toggle between ascending and descending order.
- Sort by Project - Alphabetically by project name
- Sort by Lead - Alphabetically by lead name
- Sort by Start/Due - Chronologically by date
- Sort by Total/In Progress/Done/Blocked - Numerically by count
⭐ Key Features
🎨 Responsive Design
Works seamlessly on desktop, tablet, and mobile devices.
♿ Accessibility
ARIA labels, keyboard navigation, and screen reader support built-in.
🌐 RTL Support
Toggle language direction for right-to-left languages.
⚡ Real-time Updates
Automatic refresh when Jira data changes via webhooks.
🔒 Secure
Uses Jira's authentication and permission system.
📱 Mobile Friendly
Optimized interface for viewing on smartphones and tablets.
♿ Accessibility Features
Portfolio Manager is designed with accessibility in mind:
- Keyboard Navigation - Use Tab, Arrow keys, and Enter to navigate all features
- Screen Reader Support - ARIA live regions announce dynamic content changes
- Focus Indicators - Clear visual focus states for keyboard users
- Semantic HTML - Proper heading structure and landmark regions
- Color Contrast - Meets WCAG AA standards for text readability
- Alternative Text - All icons and images have descriptive alt text
⌨️ Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Tab |
Navigate between interactive elements |
Enter |
Activate selected button or link |
Arrow Keys |
Navigate between tabs and menu items |
Escape |
Close dialogs or clear focus |
/ |
Focus search input |
🔧 Troubleshooting
No Projects Showing
If no projects appear in the table:
- Check that you have permission to view the projects
- Verify projects have start/due dates configured
- Clear filters to ensure you're not filtering out all results
Dependencies Not Loading
If dependencies don't appear:
- Ensure issues have dependency links configured in Jira
- Check that you're viewing the correct projects (use checkboxes)
- Try clearing browser cache and refreshing
Roadmap Empty
If roadmap shows no epics:
- Epics must have both start and due dates to appear
- Verify epics exist in your selected projects
- Check date range filters aren't excluding your epics
📞 Support & Resources
Email: felixtrihardjo@gmail.com