Tracking Portfolio Item Progress
This article explains how to track Portfolio Item Progress in Agility.
Overview
Depending on your needs, there are ways to access and track portfolio items. This article topic where to locate the data that best matches your needs.
Access and Tracking Options
| If you want to... | Use the... | Details |
|---|---|---|
| Create, manage, and view the functional makeup of a portfolio item and its children | Portfolio Tree | For each portfolio item, you can see key values and progress statistics that help identify any issues with delays or anomalies across functional lines. To access the Portfolio Tree, click the hamburger icon > Portfolio > Product Planning > Portfolio Tree. |
| View and manage all of the work items grouped under a portfolio item. | Backlog | You can see all of the stories or backlog items, defects, and test sets that define work to be completed and scheduled to be completed within a sprint or iteration. To access the backlog, click the hamburger icon > Portfolio > Product Planning > Backlog |
| Track the flow of portfolio items as they proceed through the approval and development process. | Portfolio Kanban (Ultimate Edition only) | The Portfolio Kanban is an at-a-glance dashboard of portfolio items grouped under a specific project. Here, you can visualize, plan, and track the progress of your strategic project development initiatives. To access the Portfolio Kanban board, click the hamburger icon > Portfolio > Product Planning > Portfolio Kanban. |
| See when portfolio items are planned for delivery or get a historical view of what has actually been worked on and completed. | Roadmap Timeline (Ultimate Edition only) | To access the Roadmap Timeline, click click the hamburger icon > Portfolio > Product Planning > Roadmaps. Click on the Timeline layout icon. |
| Create a focused view that allows for better collaboration within the development groups. | PlanningRooms™ (Ultimate Edition only) | Portfolio Items form the backbone of planning and tracking activities in the PlanningRoom. To access a PlanningRoom, click the hamburger icon > Rooms > PlanningRoom. |