Enabling Portfolio Forecaster 2.0 BETA

Owned by Eloise Vinson
Last updated: Oct 30, 2024
2 min read

The first step in your exciting new journey towards Portfolio Forecaster 2.0 is enabling our BETA version.

The scope must updated before you can turn on Portfolio Forecaster 2.0 BETA. How to do so is explained below.

What scope, you may ask? Sharing is caring, and to be able to share your forecast, we need to check that who you’re sharing has the correct permissions to view the data your sharing with them.

To upgrade the scope, please have your Jira Admin navigate to the Settings drop-down menu and select Apps.

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Once in the App area, navigate to Manage Apps under Atlassian Marketplace.

Under User-Installed Apps, find Portfolio Forecaster and select Update.

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A confirmation window will then pop up with information about the upgraded scope and ask you to confirm your choice.

Now it’s time to enable BETA FEATURES.

Again in the App area, please scroll down in the left-hand menu until you see Portfolio Forecaster - Configuration.

Select it.

You’ll then be presented with the page below. Toggle the switch on to enable Portfolio Forecaster 2.0 BETA in your instance.

Now, navigate to Portfolio Forecaster and explore!