Connect a Jira Plan

Mode: how-to. Point the Tollgate Portfolio at a Jira Plan so it can roll up your investments.

The Tollgate Portfolio view is powered by Jira Premium’s Advanced Roadmaps (Plans). It reads the projects in a Plan and shows their governance health side by side. No Plan, no portfolio rollup.

Caution

This requires Jira Premium. Advanced Roadmaps (Plans) is a Premium feature — the Portfolio view can’t work without it. If you’re not on Premium, you can still run the full governance workflow on any single investment from that project’s Tollgate tab.

Connect a Plan

1. In Jira, create a Plan (Advanced Roadmaps) if you don’t already have one, and add your investment projects to it as issue sources.
2. Open Apps → Tollgate Portfolio.
3. In the page header, open the plan picker dropdown and choose your Plan.
4. Tollgate resolves the Plan’s projects and loads their governance health. Your choice is remembered, so the page defaults to it next time.

If nothing appears

• “Tollgate Portfolio needs Advanced Roadmaps” — the site isn’t on Jira Premium, or your account can’t access Plans. On a Premium site, create a Plan containing your projects and it will appear here.
• “No Jira plans found” — there are no Plans you can see. Create one in Jira, add your projects as issue sources, then reload.
• “No Tollgate data found” — the Plan resolved projects, but none have Tollgate governance data yet. Open a project’s Tollgate tab and start tracking it.

Note

Once a Plan is connected, learn to interpret the rollup in Read the Tollgate Portfolio ledger.