📊 BPMN, Workflow Automation & Portfolio Manager

Comprehensive project portfolio tracking, dependency management, and process automation for Jira

📑 Table of Contents

🎯 Overview

BPMN, Workflow Automation & Portfolio Manager is a powerful Jira application that provides comprehensive project portfolio tracking, dependency management, risk analysis, roadmap visualization, and BPMN process automation. It helps teams manage multiple projects, track issue dependencies, spot risk before it becomes a blocker, visualize timelines, and model workflows that trigger real actions on Jira issues.

📋 Project Tracking & Risk Scoring

View all projects with key statistics, a 0–100 risk score per project, and circular-dependency warnings.

🔗 Dependency Management

Track and visualize dependencies between issues across projects with an interactive graph and filtering.

📅 Roadmap Visualization

Timeline view of epics with start and due dates for better project planning and resource allocation.

🧮 Portfolio Summary

An auto-generated, plain-language summary of portfolio health, highest-risk projects, and export to PDF.

🧩 BPMN Diagrams

Model business processes with a full BPMN editor, version history, diffing, and Jira issue linking.

⚡ DMN Automation Rules

Attach decision-table-driven automation rules to any BPMN diagram to trigger actions on Jira issues.

🚀 Getting Started

BPMN, Workflow Automation & Portfolio Manager integrates seamlessly with Jira and provides five main views accessible via the top navigation:

🎥 Video Walkthrough

The clip below walks through every view in this guide — Projects, Dependencies, Roadmap, Summary, and BPMN (including DMN Automation Rules) — in the actual app. Each section further down links back here rather than repeating static screenshots, since a short recording shows the interactive parts (the dependency graph, the BPMN editor, version diffing) far better than a still image can.

BPMN, Workflow Automation & Portfolio Manager — full walkthrough

📋 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, issue status breakdown, and a risk score.

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)
Risk A 0–100 score based on the blocked-issue ratio and overdue epics, color-coded green (low), amber (medium, 34+), and red (high, 67+). A project whose issues sit inside a circular dependency also shows a ⚠ warning icon next to its score.

▶ See the Projects view, including the Risk column, in the video walkthrough above.

💡 Tip: Click on any project name to navigate directly to that project in Jira. Click on statistic numbers (Total, In Progress, Done) to filter issues by status. Hover over a Risk score to see exactly what it's based on, including the number of overdue epics.
⚠️ Circular dependencies: If BPMN, Workflow Automation & Portfolio Manager detects a cycle of "blocks" links among your issues (e.g. A blocks B, B blocks C, C blocks A), a banner appears at the top of every view naming the full cycle, and any affected project is flagged in the Risk column. None of the issues in a cycle can be completed first — resolve it by removing or re-scoping one of the links.

📄 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.

▶ See pagination in action in the video walkthrough above.

🔗 Dependencies View

The Dependencies view shows all issue dependencies across your projects, both as an interactive graph and as an accessible, text-based list underneath it. This helps you understand relationships between issues and identify potential blockers or critical paths.

The Dependency Graph

Above the issue list, an interactive node graph plots every linked issue and draws an arrow for each dependency. Click any node to open that issue directly in Jira. If a circular dependency exists, every issue and link in the cycle is outlined in red so it stands out immediately; a legend at the bottom of the graph explains the highlighting. Use the "Fit graph to screen" control to re-center the view after zooming or panning. The card list below the graph shows the same relationships in text form for screen reader users and anyone who prefers to scan issues one at a time.

▶ See the dependency graph and circular-dependency highlighting in the video walkthrough above.

Dependency Information Displayed

Filtering Dependencies

You can filter dependencies by:

📅 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.

▶ See the Roadmap view in the video walkthrough above.

Roadmap Card Information

💡 Tip: Epics are displayed in chronological order. Overlapping epics are visually highlighted to help you identify resource conflicts or parallel work streams.

🧮 Portfolio Summary

The Summary view rolls the whole portfolio up into a handful of headline numbers plus a short, plain-language narrative — generated deterministically from the same data already shown elsewhere in the app, so it costs nothing to load and never varies between refreshes.

What's on the Summary tab

▶ See the Summary tab and PDF export in the video walkthrough above.

💡 Tip: The Summary tab is a fast way to prep for a status update — read the narrative, skim the Highest-Risk Projects list, and export to PDF if you need to attach it somewhere.

🧩 BPMN Diagrams

The BPMN tab is a full diagram library and editor for modeling business processes, with Jira-aware extensions: diagram elements can be linked directly to issues, every save is versioned like a commit, and each diagram can carry its own set of DMN-based automation rules (see the next section).

The Diagram Library

Editing a Diagram

Opening a diagram shows its version/commit history first. From there you can view a past version, revert to it, or jump into the editor. Inside the editor:

▶ See diagram versioning, comparison, token simulation, and issue linking in the video walkthrough above.

⚠️ Editing conflicts: If someone else saves a new version of a diagram while you have unsaved changes open, a banner tells you who and when, and lets you choose to reload their version (discarding your changes) or keep editing yours.
💡 Tip: You need edit permission on a diagram's owning project to change it or its automation rules; otherwise the diagram opens in a read-only view.

⚡ DMN Automation Rules

Every BPMN diagram has an Automation sub-tab alongside its canvas. This is where you build rules that watch for something happening on a Jira issue and automatically respond — using an optional DMN-style decision table for anything more complex than a simple condition.

How a rule is structured

Every rule follows the same shape:

The Decision Table

A Decision Table encodes "if these inputs match, produce these outputs" logic the way the industry DMN (Decision Model and Notation) standard does. Add input columns (e.g. Priority, Issue Type) and output columns (e.g. Escalation Level, Assignee), then add rows — each row is one combination of inputs and the outputs it produces. Rename any column by editing its header, and remove a column with the ✕ next to it (this also strips that value from every row).

Hit PolicyBehavior
Unique (U)Exactly one row is expected to match — use when rows never overlap
First (F)If several rows match, only the first one (top to bottom) is used
Collect (C)All matching rows apply — their outputs are all acted on
Any (A)All matching rows must agree on the same output, as a safety check

▶ See a rule and its decision table being built in the video walkthrough above.

Drafts are never lost

While editing, your changes are kept as a local draft automatically. If you navigate away before saving, a banner restores it next time — including a distinct message if your last unsaved change was deleting every rule, so an empty list is never mistaken for "nothing to restore." Drafts are cleared only once you click Save Rules successfully.

💡 Tip: Use Conditions for straightforward single-field checks, and reach for the Decision Table when several inputs need to produce different combinations of outputs. If you're not sure your rows are mutually exclusive, start with the First hit policy.

🔍 Filters & Search

BPMN, Workflow Automation & Portfolio Manager provides powerful filtering capabilities to help you find exactly what you're looking for across your portfolio.

Available Filters

Text Search

Dropdown Filters

Project Checkboxes

In Dependencies, Roadmap, and Summary views, use project checkboxes to show/hide specific projects.

Clear Filters

Click the Clear Filters button to reset all filters and show all data.

💡 Tip: Multiple filters can be combined. For example, you can search for a specific lead AND filter by date range AND show only projects with blocked items.

↕️ Sorting

Click on any column header in the Projects table to sort by that column. Click again to toggle between ascending and descending order.

⭐ Key Features

🎨 Responsive Design

Works seamlessly on desktop, tablet, and mobile devices.

♿ Accessibility

ARIA labels, keyboard navigation, and screen reader support built-in — including an accessible text list alongside the dependency graph.

🌐 RTL Support

Toggle language direction for right-to-left languages.

⚡ Real-time Updates

Automatic refresh when Jira data changes via webhooks, plus live conflict detection while editing a shared BPMN diagram.

🔒 Secure

Uses Jira's authentication and permission system, including per-project edit permission for diagrams and automation rules.

📱 Mobile Friendly

Optimized interface for viewing on smartphones and tablets.

🧮 Risk Scoring & Circular Dependency Detection

Every project gets a 0–100 risk score, and the app automatically detects and highlights circular "blocks" chains.

🧩 Versioned BPMN Diagrams

Every save is a named version with an optional commit message, full history, and side-by-side diffing.

🔧 Troubleshooting

No Projects Showing

If no projects appear in the table:

Dependencies Not Loading

If dependencies don't appear:

Roadmap Empty

If roadmap shows no epics:

Can't Edit a BPMN Diagram

If a diagram or its automation rules open read-only:

Automation Rule Not Firing

If a rule doesn't seem to run:

📞 Support & Resources

Email: felixtrihardjo@gmail.com