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Portfolio Item Summary

The Portfolio item summary dataset provides an overview or summary of key information related to portfolio items within a project or organization. This dataset offers a consolidated view of important attributes and metrics associated with portfolio items, facilitating analysis, tracking, and decision-making.

The following are the components of this dataset:

Attribute NameDescription
Last refresh display dateDate of the most recent update or refresh of data in a dataset. It is in date, time, and time zone format.
Portfolio itemUnique identifier for the Portfolio item
Portfolio item closed dateDate when a portfolio item is marked as closed
Portfolio item completed dateDate when a portfolio item is marked as completed
Portfolio item planned end dateDate when a portfolio item is expected to be completed within a planning level.
Portfolio item planned start dateDate when a portfolio item is planned to commence within a planning level.
Portfolio item planning levelPlanning level of the portfolio item
Portfolio item planning level end dateEnd date of the planning level associated to the portfolio item
Portfolio item planning level start dateStart date of the planning level associated to the portfolio item
Portfolio item priorityPriority of the portfolio item
Portfolio item roll up stateRoll up state of the portfolio item
Portfolio item source urlURL of the portfolio item
Portfolio item stateCurrent state of the portfolio item
Portfolio item statusCurrent status of the portfolio item
Portfolio item typeType of the portfolio item
Sys_sourceUnique identifier for the source
Metric NameDescription
Child portfolio item countCount of all child portfolio items within each planning level.
Portfolio item completed story pointsThe total story points completed that are associated with a portfolio item.
Portfolio item completed work item countThe total amount of work completed at the end of each iteration that is associated with a portfolio item.
Portfolio item swagTotal amount of swag in each portfolio item linked to a planning level.
Portfolio item total story pointsSummation of story points associated with all work items within a project or planning level.
Portfolio item total work item countCount of work items in a portfolio item.
Portfolio item valueTotal amount of value in each planning level.