User Guide
View Types
The Portfolio module offers six view types, each suited to a different planning or reporting scenario. Switch between them using the view mode selector in the top-right of any portfolio.
Available Views
| View | Best For |
|---|---|
| Table | Detailed data review, bulk editing, field updates, CSV export |
| Gantt Chart | Roadmap presentations, timeline planning, dependency visualisation |
| Graph View | Epic → Story → Sub-task hierarchy exploration |
| Treemap | Visual health snapshot; issue size proportional to effort or count |
| Pie Chart | Status or priority distribution for executive stakeholder reports |
| Board View | Kanban-style workflow tracking, fast triage, drag-and-drop status changes |
Table View
- Sortable and filterable columns
- Inline-edit supported fields (status, priority, assignee, due date)
- Export to CSV for offline analysis
- Column picker to show/hide fields
Gantt Chart
- Renders start date and due date as bars on a timeline
- Requirement: issues must have Start Date and Due Date fields mapped in Portfolio Settings
- Drag bar edges to update Jira dates directly
- Create dependencies by dragging connector dots between bars
- Dependency types: FS (Finish-to-Start), SS (Start-to-Start), FF (Finish-to-Finish), SF (Start-to-Finish)
- Baseline mode: compare current plan vs. a saved baseline
- Critical path highlighted automatically based on dependency chain
Graph View
- Visualises the parent-child hierarchy of issues
- Expand/collapse nodes to explore Epic → Story → Sub-task relationships
- Colour-coded by status
Treemap View
- Each issue is a rectangle; size is proportional to a configurable metric (story points, remaining estimate, etc.)
- Colour represents status or priority
- Ideal for spotting large, blocked, or high-priority items at a glance
Pie Chart View
- Slice by: Status, Priority, Assignee, Issue Type, Sprint, Label
- Click any slice to filter the underlying table
- Useful for executive summaries
Board View
- Kanban columns representing Jira workflow statuses
- Drag cards between columns to transition issue status
- Filter cards by Assignee, Issue Type, Priority
- Compact and expanded card modes