Jira portfolio management configuration & implementation for teams that need clarity
We set up Jira, Advanced Roadmaps, and Jira Align so PMOs and delivery leaders can plan capacity, track dependencies, and report progress without manual work.
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Jira portfolio management configuration implemented by experts
Common portfolio planning workflows we set up
What we help teams do in Jira portfolio management
We review your current planning process, team structure, roadmap needs, and reporting goals to define the right portfolio setup.
- Included: stakeholder interviews, current-state review, scope definition, planning goals.
- Needed from you: access to key stakeholders, current Jira setup, and examples of reporting or planning pain points.
We design the hierarchy, planning structure, dependency model, and reporting approach before configuration starts.
- Included: target hierarchy, roadmap model, capacity planning approach, dependency design, reporting framework.
- What we need from you: feedback on governance, planning cadence, team structure, and approval on the proposed design.
We configure Jira Software, Advanced Roadmaps, Jira Align, and dashboards based on the agreed design.
- Included: issue hierarchy setup, field and view configuration, roadmap setup, dashboards, and reporting logic.
- What we need from you: admin access, test environment if available, and decisions on Cloud or Data Center scope.
We test the setup using real planning and reporting scenarios to make sure it works for day-to-day use.
- Included: scenario testing, dependency checks, reporting review, issue fixes, and refinement of the setup.
- What we need from you: sample plans, pilot teams, real use cases, and feedback from PMOs, managers, or team leads.
We launch the setup and help your teams use it with confidence.
- Included: rollout support, admin guidance, user training, and handover materials.
- What we need from you: rollout owners, training attendees, and internal communication to support adoption.
We review how the setup is working after launch and refine it based on usage, reporting gaps, and planning feedback.
- Included: follow-up reviews, adjustment backlog, reporting improvements, and planning model updates.
- What we need from you: user feedback, adoption insights, and priorities for the next round of improvements.
contact us about Jira portfolio management configuration & implementation
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We will reply in 24 hours with detailed information. Our expert will invite you for a meeting (or e-mail you) to determine the exact scope of your needs.
Call our consultant
Katarzyna Dorosz-Żurkowska
Head of Atlassian Services
Our consultant is at your disposal for any additional questions.
FAQ
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When should we use Advanced Roadmaps vs. Jira Align?
Use Advanced Roadmaps when you need to plan across multiple teams in Jira and want a simpler setup. It works well for portfolio views, capacity planning, and dependency tracking inside Jira Software.
Use Jira Align when you need broader coordination across many teams, programs, or portfolios. It is a better fit when governance, executive planning, and enterprise-level alignment are more important.
The right choice depends on your scale, reporting needs, and how much coordination is needed across the business.
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Can this work with Jira Cloud and Data Center?
Yes. We can configure portfolio management for both Jira Cloud and Jira Data Center.
The setup depends on your current environment, the tools you already use, and how your teams work today. We shape the solution around that, not the other way around.
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Do you fix our current Jira setup or start fresh?
Both are possible. If your current setup is usable, we can improve and clean it up instead of rebuilding everything.
If the structure is too inconsistent or the data is unreliable, a fresh setup may be the better option. The right path depends on your data quality, project design, and timeline.
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How long does a portfolio management implementation take?
It depends on the size of the setup. A smaller implementation with a few teams and clear requirements takes less time than a large rollout across many teams or business units.
The timeline usually depends on tool scope, number of teams, reporting needs, and how much change is needed in the current Jira setup.
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Will our teams need to change how they work?
Some changes may be needed, but the goal is not to disrupt teams. The goal is to make planning clearer and reporting easier.
We aim to fit the setup around the way your teams already work wherever possible. Any process changes should be practical, useful, and easy to adopt.
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Do you have security/compliance documentation we can use for vendor due diligence (audits, certifications, privacy)?
Yes. Deviniti’s Trust Center provides downloadable security and compliance documentation for vendor due diligence, including:
- ISO/IEC 27001 certificate (ISMS)
- ISO/IEC 27017 certificate (cloud security controls guidance)
- SOC 2 Type 1 report
- Privacy & Security Overview
- CAIQ Lite – Apps (Cloud Security Alliance questionnaire)
- Cloud Hosting Locations & Data Residency Options
- Information Security Policy (AUP)
For GDPR due diligence, Deviniti provides a Data Processing Agreement (DPA) under GDPR Article 28. As a general rule, personal data processing takes place within the EU/EEA. Where international transfers are necessary, Deviniti uses lawful transfer mechanisms (e.g., EU adequacy decisions and Standard Contractual Clauses) with additional safeguards. For products that support it, you can also choose service delivery exclusively via infrastructure located in the EEA.