See the Whole Story Across Jira

What happens when portfolio visibility, capacity planning, and delivery data all live in one place?

In this 55-minute session, we show how teams can bring it all together in Jira for a clearer view of priorities, progress, and realistic capacity.

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Jira has the data but not always the full story

Jira is great for managing day-to-day work. But when teams need to answer bigger portfolio questions, the picture often becomes less clear.

Leaders want to know:

• what is in progress
• whether the right initiatives are being prioritised
• whether there is enough capacity to take on new work

The challenge is that this information is often spread across projects, boards, spreadsheets, and meetings.

For PMOs, programme managers, and portfolio managers, that fragmented setup creates extra effort and slower decision-making. Jira may hold the delivery data, but capacity planning, reporting, and budgeting often live somewhere else.

Why we created Portfolio by HeroCoders

Portfolio by HeroCoders started as a simple Epics Map visualisation. But it quickly became clear that teams needed more than visibility alone.

One of the biggest gaps we saw was the disconnect between planning and real capacity. Projects were being mapped against deadlines without a clear view of who was actually available to do the work.

We also saw that many existing tools felt too complex or too disconnected from Jira. That often meant:

• more manual work
• more admin
• less confidence in the plan

Portfolio was built to bring that visibility closer to where the work already happens. Built natively in Forge, it  and keeps planning closely connected to Jira data.

Connect strategy, delivery, and capacity in Jira

Teams are no longer just asking how to track work. They are asking how to plan it realistically.

That means connecting strategy with delivery in a way that makes day-to-day decisions easier. Teams need to see which initiatives are in progress, where risks are building, and whether capacity matches the plan.

Portfolio helps teams see the bigger picture across Jira with:

• flexible portfolio views
• inline updates and bulk editing
• Gantt chart planning with dependencies
• insights such as expected end dates, delivery alerts, and capacity signals

This makes it easier to move from reactive updates to more confident planning.

Plan with real capacity, not assumptions

Capacity planning is where portfolio plans become more realistic.

Without a clear view of availability, even well-structured plans can fall apart quickly. Portfolio helps surface issues earlier by showing when deadlines and available time do not line up, where teams are overbooked, and how work can be rescheduled or reassigned.

That helps teams avoid overcommitting and make planning decisions with more confidence.

Bring financial visibility into the same view

Portfolio decisions are not only about timelines and team workload. Financial visibility matters too.

With the latest release, Portfolio brings budget and financial tracking into the portfolio view, including plan-versus-actuals through Clockwork integration. That means teams can review:

• delivery
• capacity
• costs
• revenue

all together in Jira.

If you are looking for a better way to manage portfolios and capacity across Jira, this webinar is a great place to start.

Your Next Steps

• Start a free trial of Portfolio by HeroCoders: Marketplace
• Want a live 1:1 demo: Book a demo with Kasia
• Interested in joining our partner program: Book a meeting with Danny
• Learn more about the App: Visit the product Page