Release Management, Roadmaps & Product Portfolio for Jira helps teams plan Jira releases using probabilistic forecasting (confidence-based dates instead of a single promised date).

This guide documents what is currently available in the published app UI, using the tab names shown in the app. Features not yet released are intentionally excluded.

1. Navigate the app

Top-level tabs in the published UI, left to right:

• Portfolio(Advanced): every active release across all products, ranked by confidence

• Summary: a reporting overview for the selected product

• Product Roadmap(Advanced): releases sequenced over time

• Product Planning: board-level planning of work items by release

• Release Planning: scope and probabilistic forecast for a release

• Dependency Management: Dependency Map and Critical Path sub-tabs

• Capacity Management: Report and Teams sub-tabs

• Settings: Products and General sub-tabs

Select the product you want to work with from the Product dropdown in the top-right of the header. Portfolio-level tabs (Portfolio, Product Roadmap) are available in the Advanced edition; on Standard installs they are hidden.

2. Set up a product (required before forecasting)

Go to Settings → Products. A product groups one or more Jira boards that ship together, so forecasts and reporting roll up across them.

Figure: Settings → Products: the product list and the Create a new product wizard.

Create a product

Use the Create a new product wizard, which has four steps:

Open

1. Name (2–48 characters)

2. Sources: select one or more Jira boards

3. Working Days: choose which days count for forecast schedule calculations

4. Priority Mapping: map Jira priorities into Must / Should / Could / Won't buckets used by default in scope-based views

Manage products

• Click a product row to open it

• Edit to update name, boards, working days, and priority mapping

• Delete to remove the product and its saved layout

3. Portfolio (Advanced)

The Portfolio tab shows every active release across all your products, ranked by forecast confidence (P85). Select a row to open that release on the Release Planning board.

Figure: The Portfolio tab: portfolio summary cards and the confidence-ranked release table.

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Summary cards across the top show:

• Total products and total releases tracked

• Portfolio confidence: scope-weighted on-time percentage

• On track, Need attention (watch / at risk), and Not planned (no committed date) counts

• Next ship date

The release table lists each release with its status, a confidence sparkline, P50 / P85 / P95 dates, and when it last changed. Rows are grouped by product and can be expanded. Use the Capacity adjustment toggle to factor team capacity into the figures.

4. Summary

The Summary tab is a reporting overview of the selected product's releases: their status, dates, and completeness.

Figure: The Summary tab: product reporting cards with the Product Roadmap and Releases panels.

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Header cards show Product confidence, On track (and shipped count), Need attention, Next ship, Open blockers, and Spaces. Below, two panels give a compact Product Roadmap timeline and a Releases table (target date, % of completion, P50 / P85 / P95, and scope). Filter by All / Unreleased / Released, and use Edit layout to rearrange the panels.

5. Product Roadmap (Advanced)

An executive-level timeline of releases sequenced over time, each showing completeness and a probabilistic forecast.

Figure: The Product Roadmap: a timeline of releases with completeness and status.

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• Drag a bar to move a release, or drag an edge to change its start or release date

• Filter by All / Unreleased / Released

• The legend marks Completed work, On track, Watch, At risk, and Release dependency

• Use the Chain releases toggle to link sequential releases

6. Product Planning

A board-level view for planning work items by release, organized into columns.

Figure: Product Planning: the Backlog and release columns with work-item cards.

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• Draft a release: use the button in the header to add a release column

• Create issues: use the Create button to add work items directly

• Filter by work type and other fields; search work items by key or summary

• Drag and drop cards to reorder within and across columns

• Release columns show inline-editable start and release dates

7. Release Planning

The Release Planning tab is where you set a release's scope and read its probabilistic forecast.

Figure: Release Planning: the probability-of-completion chart, confidence bands, and IN / OUT scope lanes.

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Choose a prioritization view

Use the method dropdown (top right) to switch views:

• Scope (In / Out)

• MoSCoW

• Eisenhower

• Value × Effort

• WSJF

• RICE

Read the forecast

• The Probability of completion chart plots scope, completed work, and a projection against the target date, with P50 and P85 markers

• Confidence bands display as color-coded lozenges (RISKY, LIKELY, and VERY LIKELY) with their P50 / P85 / P95 dates and chances

• The side panel shows Scope To Do, Throughput (rolling 4 weeks), and the chance of shipping by the target date

• Toggle Capacity awareness and Dependency awareness to factor them into the forecast

• If throughput history is too sparse, a warning banner appears and confidence is lower; include enough recently completed issues for more reliable results

Adjust scope and work with cards

• Drag issues between the IN and OUT lanes to adjust release scope

• Search, filter (assignee, type, status, release, priority, labels), and group issues

• Inline-edit cards (summary, status, priority, assignee, estimation) and open issues in Jira

• Select multiple cards for bulk actions: set release, set priority, copy issue keys, clear selection

• Use Changelog to review recent scope changes

8. Dependency Management

The Dependency Management tab has two sub-tabs: Dependency Map and Critical Path. Both share the release picker. If no product is applied, the page prompts you to select one first.

Figure: Dependency Management → Dependency Map: the interactive issue-link graph and side panel.

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Dependency Map

• View linked issues as an interactive graph

• Search and filter issues in the side panel (issue type, status, priority, label)

• Drag issues from the side panel onto the canvas

• Create or remove links between nodes, and remove nodes from the view

• Open an issue modal from a node; zoom and pan the canvas

Critical Path

• Visualizes the longest chain of dependent issues that determines the minimum project duration

• Links created in the Dependency Map are reflected here automatically

9. Capacity Management

The Capacity Management tab has two sub-tabs: Report and Teams.

Figure: Capacity Management → Report: team flow metrics, release commitment, and workload by assignee.

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Report

• Cycle time, throughput, and WIP per team over a rolling 4-week window (flow metrics count standard-hierarchy work items)

• Release commitment: for a selected release, shows how many committed items the team can likely finish at 85% confidence, flagging overcommitment

• Workload by assignee: in-progress items per member, counted across every project

Teams

• Create and name teams with individual members

• Set non-working days and availability per member

• Edit team names without recreating

10. Settings

Settings → Products

Create, edit, and delete products. See Section 2.

Settings → General

Display preferences:

• Board lens: Forecast / Owner / Plain

• Density: Comfortable / Compact

• Non-working days on chart: Show / Hide

• Probability panel default: Open / Collapsed

Team capacity is now configured under Capacity Management → Teams (see Section 9).

11. Editions overview

Release Management, Roadmaps & Product Portfolio for Jira is available in two editions.

Standard edition includes:

• Probabilistic release date forecasting

• Capacity-aware planning

• Scope risk and dependency analysis

• Backlog prioritization intelligence

• Release completion / burnup charting

Advanced edition includes everything in Standard, plus: