Saved Portfolios

Saved Portfolios are named portfolio configurations that are persisted and shared across your Jira instance.

What Gets Saved

Opening a saved portfolio always loads current Jira data within the saved scope.

Accessing Saved Portfolios

All saved portfolios appear in the Portfolios section of the left sidebar. Click any portfolio name to open it.

Managing Saved Portfolios

Rename a Portfolio

1. Open the portfolio
2. Click the portfolio name in the breadcrumb / header
3. Type the new name
4. Press Enter or click away to save

Edit Scope

1. Open the portfolio
2. Click the Settings gear icon
3. Modify the filter or JQL
4. Click Save

Delete a Portfolio

1. Open the portfolio
2. Click Settings → Delete Portfolio
3. Confirm - deletion is permanent

Duplicate a Portfolio

There is no one-click duplicate. To copy a portfolio:

1. Open the original
2. Note the filter/JQL settings
3. Create a New Portfolio
4. Apply the same filter/JQL
5. Save with a new name

Sharing and Collaboration

• All users with access to the Jira project see the same saved portfolios
• The app uses last-save-wins - simultaneous edits by two users can overwrite each other
• Communicate with your team before making structural changes to a shared portfolio

Tips

• Prefix portfolio names with a team or quarter: "Platform - Q3 2025 Roadmap"
• Archive old portfolios by prefixing with "[Archive]" rather than deleting - historical portfolios may be referenced in past reports