Configuring WIP Limits on the Portfolio Kanban Board
This artilce explains how to configure the Work In Progress limits in the Portfolio Kanban Board.
Overview
Instructions on how to configure Work In Progress (WIP) limits on the Portfolio Kanban Board to optimize process flow.
You can customize the board display to group portfolio items according to attributes such as Health, Investment Theme, Type, Source, Priority.
How To
- Click the hamburger icon
> Portfolio > Portfolio Kanban.
- Click the wrench icon to the right to open the action menu and select Customize. The Customize Portfolio Kanban window opens.
- Click the Board Options tab, then go to WIP Limits.
- Define or update any work limit values you want to set (a whole number, representing the maximum number of portfolio item cards available for each value).
- Click Save. The Portfolio Kanban displays an alert if any new or updated WIP limit has been exceeded for a column on the board.