Get started with Portfolio insights
Here’s an overview of prerequisites and requirements you’ll need to meet to get started, and the first steps.
Before you begin
Before you can view Portfolio insights, make sure you’ve completed these requirements.
Common requirements
To use Portfolio insights, you'll need:
Atlassian cloud organization. If you don’t have one yet, you can create it for free.
Organization admin permissions in Atlassian Cloud
System admin permissions in your Data Center instances
Other prerequisites and requirements
There are other requirements that are needed for portfolio detection, cloud readiness insights, or Data Center instance optimization, mostly related to allowing us to collect data from your instances. We recommend completing all of them for best experience, but you can choose only some features you’re interested in.
For details, see each of the main features of Portfolio insights:
Access Portfolio insights
To access Portfolio insights:
Go to admin.atlassian.com, and select your organization.
Go to Settings > Portfolio insights.
First look around Portfolio insights
After you access Portfolio insights, you’ll see the following views.
Apps
The Apps tab is where you view your Atlassian portfolio. When you first access this page, you should already see your existing Atlassian cloud apps on the list. You can select any instance to view more details about it.
Detected apps
The Detected apps tab helps you uncover your Atlassian landscape and find connections between your Cloud and Data Center instances. You might already see some detected Atlassian instances if you have verified a domain or we were able to detect some through app links.
Next steps
Now that you know how to access Portfolio insights, start detecting more instances to build your portfolio.
Learn how to detect and connect to your portfolio
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