Jira portfolio and capacity planning in Excel

Advanced Roadmaps for Jira is Atlassian's Project Portfolio Management (PPM) solution, an agile roadmapping and project planning app for Jira Software. It helps project managers see the big picture by combining multiple projects and resources on a single timeline. (It was formerly called Portfolio for Jira.)

Better Excel Exporter exports the Advanced Roadmaps custom field values, including Target Start Date, Target End Date, Team, Parent Link and Original Story Points, to Excel. Using the power of JQL, you can create custom Excel reports from the complete portfolio, from multiple programs, from multiple plans, from multiple plan levels, or all these combined!

Next steps

Export samples

Advanced Roadmaps plan scope

This sample is the Excel export of a plan built with Advanced Roadmaps for Jira, including Initiative, Story and Task type work items (issues). It is exported from the Issue Navigator using a custom column configuration, which includes all Advanced Roadmaps-managed custom fields plus Epic Link.

jira-portfolio-export.xlsx

Advanced Roadmaps plan report

Create custom Excel reports from Advanced Roadmaps for Jira data. This example compares the logged hours and estimated hours to calculate a progress rate by Initiative (the highest issue level in our example).

jira-portfolio-report.xlsx

Advanced Roadmaps resource cost report

Similarly to the previous example, you can build a project- or resource cost report in Excel. In this one, we exported the dollar value of the work performed per team for each epic, and used the Excel pivot chart feature to automatically visualize the resulted Resource Cost Report.

jira-portfolio-report.xlsx