PortfolioInSite integrates seamlessly with your Jira Cloud instance. No complex setup, no coding required.
From installation to insights in just a few minutes.
Add PortfolioInSite to your Jira Cloud instance with one click from the Atlassian Marketplace. Grant the necessary permissions and you're ready to go.
PortfolioInSite automatically discovers all your projects and begins aggregating data across your entire portfolio in real time.
View unified dashboards, dependency maps, and program health metrics — all from within your Jira environment, no context switching required.
Everything you need to know to get the most out of PortfolioInSite.
Installing PortfolioInSite is straightforward and requires no technical expertise. Navigate to the Atlassian Marketplace, search for PortfolioInSite, and click Install. Follow the permission grant flow to authorize PortfolioInSite to access your Jira data.
Once installed, PortfolioInSite automatically scans your Jira instance and identifies all accessible projects and boards. Our intelligent discovery engine detects your existing portfolio structure, team assignments, and cross-project dependencies without requiring any manual configuration.
Create personalized portfolio dashboards tailored to your stakeholders' needs. Choose which metrics matter most, define custom filters, and arrange widgets to match your governance requirements. Create multiple dashboard views for different audiences.
PortfolioInSite uses advanced algorithms to identify dependencies across your entire portfolio. Our system automatically detects blocking issues, cross-team dependencies, and critical path items. Enable dependency tracking and watch as PortfolioInSite maps your portfolio's interconnections.
Generate beautiful executive reports and share dashboards with your stakeholders. PortfolioInSite creates professional reports in multiple formats and allows you to set up scheduled distribution. Share dashboard links with read-only access for stakeholder reviews.
Everything you need to know about getting started with PortfolioInSite.
Installation typically takes less than 2 minutes. You'll be guided through a simple wizard that handles marketplace authentication and permission granting. Once complete, PortfolioInSite begins discovering your projects immediately.
No. PortfolioInSite automatically discovers all your projects. You don't need to manually register or configure individual projects. Our intelligent system recognizes your existing portfolio structure and begins aggregating data right away.
PortfolioInSite requires read access to your projects, issues, and user data to build dashboards and dependency maps. We follow Jira's permission model strictly and never request more access than necessary. All data stays within your Jira instance.
Our dependency detection engine analyzes link types, custom fields, and issue relationships in your Jira instance. It identifies issue links (blocks, depends on, relates to) and custom dependency fields to build a comprehensive cross-project dependency graph automatically.
Yes. PortfolioInSite provides extensive customization options. You can create multiple dashboard views, choose which metrics to display, apply filters, and customize report templates. Different stakeholders can see tailored views of the same data.
PortfolioInSite is designed to require minimal maintenance. It automatically syncs with your Jira data in real time. You simply create dashboards and customize views as your portfolio needs evolve. We handle all infrastructure and updates.
Join the waitlist and be among the first to access PortfolioInSite. Get portfolio intelligence directly in Jira without leaving your workflow.