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Version: 25.0

How to View Portfolio Item Details

This article explains how to view Portfolio Item Details in Agility.

Overview

The Portfolio Item Details page (formerly called Epic Details) allows you to view and update all details related to a portfolio item. Here, you can manage all the attributes of parent portfolio items and their child portfolio items.

Portfolio Item Details

 

Accessing Portfolio Item Details

To access the Portfolio Item Details page, click on a portfolio item title or ID, anywhere within the application.

Managing Portfolio Item Details

From the Portfolio Item Details page, you can perform the following high-level functions using the tabs at the top of the window:

If you want to...Do this...
View and update all portfolio item detailsClick the Details tab.
View the change history for a portfolio itemClick the History tab.
View the dashboard to see the progress of the backlog items, and its sub-portfolio items and delivery projectsClick the Dashboard tab.
View ideas submitted by the team for possible integration into project workClick the Ideas tab.
View a graphical representation of the portfolio item's relationships with other assetsClick the Visualize tab and select either the Partition view or the Relationships view.
Edit portfolio item detailsClick Edit to open the Portfolio Item Edit window. You can also open this drop-down menu to perform other more granular functions (Block, Close Portfolio Item, Delete, Copy, Create From, and Watch Portfolio Item).
Assign a color to a Portfolio Item TypeRefer to List Type Administration.
View the Portfolio Item ScorecardClick the on Scorecard tab.

Viewing or Managing Portfolio Item Relationships

In the Show Relationships section at the bottom of the Portfolio Item Details page, you can perform the following actions by clicking the Add or Assign buttons for the associated action. For any items you add or assign, you can click Remove in the grid to remove them from the portfolio item:

If you want to...Do this....
Add a new child portfolio itemGo to Portfolio Items and click Add.
Add a new testGo to Tests and click Add.
Add a new story or assign an existing story to the portfolio itemGo to Stories and click Add Inline, then select Add or Assign.
Add or assign backlog items to the portfolio itemGo to Backlog Items and click Add to add a backlog item, or click Assign from the drop-down, to assign a backlog item to the portfolio item.
Assign an existing defect to the portfolio itemGo to Defects and click Assign.
Assign an existing test set to the portfolio itemGo to Test Sets and click Assign.
Select an existing issue to assign as a blocking issueGo to Blocking Issues and click Assign.
Select an existing requestGo to Requests and click Assign.
Add a new link to remote documentationGo to Links and click Add.
Add a new file attachmentGo to Attachments and click Add.
Add a Portfolio Item DependencyRead how to Add Portfolio Item Dependencies

Using the Portfolio Tree

Portfolio Item Overview

Planning

Strategic Themes Overview

List Type Administration (Drop-down Lists)

Portfolio Kanban Board

Reports Showing Portfolio Item Data