Applying Filters to a Portfolio Tree
This topic explains how to apply filters to a Portfolio Tree.
Overview
To limit the rows displayed in the Portfolio Tree, you can use filters to narrow the focus of active portfolio items. The following table describes the available Portfolio Item filters.
Name | Description |
Owner | Return Portfolio Items Owned by the selected Member(s) |
Portfolio Item | Return the selected Portfolio Item(s) and all child Portfolio Items |
Portfolio Item Root | Return only those Portfolio Items in context that are children of the selected Portfolio Item. Unlike the Portfolio Item filter, when using this option the parent Portfolio Item is not returned. |
Reporting Category | Return Portfolio Items in the selected Reporting Category |
Status | Return Portfolio Items in the selected Status value |
Strategic Theme | Return Portfolio Items in the selected Strategic Theme(s) |
Tags | Return Portfolio Items tagged with the specified Tag(s) |
Target Team | Return Portfolio Items who's Target Team attribute is set to the selected Team |
Teams | Return Portfolio Items who's Team attribute contains the selected Team |
Type | Return Portfolio Items of the specified Type |
Include Closed Items | Include Closed Portfolio Items that meet the specified filter |
Show Backlog Items | Show the Backlog Items under each Portfolio Item |
Single Level | Ignore the Portfolio Item hierarchy and only consider Tracked Portfolio Items in the selected context. This filter is not the same as the "Single Level" Planning Level filter, which limits results to the selected Planning Level. This filter considers the entire Planning level hierarchy and limits results to Portfolio Items in context with out a parent in context. |
More Filters | Additional filter options on select Portfolio Item attributes. |
- For each Portfolio Item, click the plus icon to view the child Portfolio Items, or Backlog Items when Show Backlog Items is enabled.
- "Tracked Portfolio Items" are those Portfolio Items in the selected Planning Level context that do not have a parent in the same context. These Portfolio Items are the top level Portfolio Items visible when in the Portfolio Tree when no filters are applied
Understanding How Filters are Applied to Portfolio Item Trees
In a classic Portfolio Item Tree, filters are applied to backlog items and portfolio items. The classic Portfolio Item Tree uses Down to Top filtering approach, for example, if a story or defect in the work item hierarchy matches the applied filters, it's portfolio item ancestry will be displayed.
The Portfolio Item filter will display all the Portfolio Items that have that Portfolio Item in its ancestry.
In the current Portfolio Item Tree, filters are applied only to portfolio items. The current Portfolio Item Tree uses Top to Bottom filtering approach, the Portfolio Item Root filter will show all Portfolio Items that have that Portfolio Item in it's ancestry.
Filtering Behavior Present in Both Versions
If an epic in the work item hierarchy matches the applied filters and some portfolio item in its ancestry matches the applied filters, it’s entire ancestry will be displayed.
The following images display the Single Level mode in action. Note, Single Level is not a filter, it is a filtering mode and changes how other applied filters work.
Portfolio Items without any filters.
Portfolio Items which has type = Capability.
Portfolio Items with Single Level filtering mode and type = Capability.
Steps
- Click the hamburger icon
> Portfolio > Planning > Portfolio Tree.
- Click or start typing in the filter field, and then select the any of the filter options.
- Repeat the previous step to apply more filters, and then click Apply when done.
The More Filters will display ONLY what matches that filter explicitly. The predefined ones will show the children of all the parents that match that filter.
Clearing Filters
To clear a single filter:
- Click on the - symbol next to the name of the filter.
To remove all filters that have been applied and restore the default settings:
- Click Clear All Filters in the top right corner of the page
Related concepts
Using Filters in Digital.ai Agility