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Adding a Blocking Issue to a Portfolio Item in the Portfolio Tree

This article explains how to place a blocking issue on a portfolio item directly from the Portfolio Tree.

Overview​

Follow these steps to place a blocking issue on a portfolio item directly from the Portfolio Tree. Here, you can create a new blocking issue or choose from existing issues to put a block on a portfolio item.

Steps​

  1. Click the hamburger icon Hamburger icon > Portfolio > Planning > Portfolio Tree.
  2. Select the required portfolio item for which you want to add a child portfolio item with a blocking issue.
  3. Click Add Child Portfolio Item drop-down menu, and then select the Block > With New Issue or With Existing Issue.
  • If you selected new issue type, the Add New Blocking Issue dialog box is displayed.
  • If you selected an existing issue type, the Assign Blocking Issues list displayed showing all available issues you can choose to assign.

Note: If creating a new issue, define all necessary blocking information. If choosing from existing issues in the list, click Assign next to each issue you want to assign to the portfolio item as a blocking issue. Click Assigned Blocking Issues to see which issues have already been placed on the selected portfolio item.