Portfolio Item Daily Snapshot
The Portfolio item daily snapshot dataset contains a record of daily snapshots or snapshots taken at regular intervals of various metrics, attributes, or key performance indicators (KPIs) related to portfolio items within a project or organization. These snapshots provide a time-series view of portfolio item data, allowing stakeholders to track trends, analyze historical performance, and make data-driven decisions.
note
The data is filtered to include only the snapshot dates from the last 30 days.
The following are the components of this dataset:
| Attribute Name | Description |
|---|---|
| Calendar date | Gregorian calendar date displayed in the format ‘M/D/YYYY’ |
| Last refresh date | Date of the most recent update or refresh of data in a dataset. It is in date format. |
| Portfolio item | Unique identifier for the Portfolio item |
| Portfolio item closed date | Date when a portfolio item is marked as closed |
| Portfolio item completed date | Date when a portfolio item is marked as completed |
| Portfolio item planned end date | Date when a portfolio item is expected to be completed within a planning level. |
| Portfolio item planned start date | Date when a portfolio item is planned to commence within a planning level. |
| Portfolio item planning level | Planning level of the portfolio item |
| Portfolio item planning level end date | End date of the planning level associated to the portfolio item |
| Portfolio item planning level start date | Start date of the planning level associated to the portfolio item |
| Portfolio item priority | Priority of the portfolio item |
| Portfolio item roll up state | Roll up state of the portfolio item |
| Portfolio item source url | URL of the portfolio item |
| Portfolio item state | Current state of the portfolio item |
| Portfolio item status | Current status of the portfolio item |
| Portfolio item title | Title of the portfolio item |
| Portfolio item type | Type of the portfolio item |
| Sys_source | Unique identifier for the source |
| Metric Name | Description |
|---|---|
| Actual estimate completion percentage | Percentage of work completed compared to the total estimated for a specific planning level |
| Actual estimate greater within 15 percent | Percentage by which the actual duration exceeds the estimated duration within 15 |
| Actual estimate greater than 15 percent | Percentage by which the actual duration exceeds the estimated duration within 15 |
| Actual work item count completion percent greater than 15 | Percentage by which the actual work item completion duration exceeds greater than 15 |
| Actual work item count completion percentage | Percentage of work items that are completed relative to the total number of work items planned for a specific planning level |
| Actual work item count completion percentage within 15 percent | Percentage by which the actual work item completion duration exceeds greater within 15 |
| Closed work item count | Count of closed work items |
| Portfolio item business value | The business value assigned to each portfolio item indicates its contribution to organizational goals and priorities |
| Portfolio item completed story points | The total amount of story points associated to a portfolio item completed at the end of each iteration |
| Portfolio item completed work item count | The total amount of work item completed at the end of each iteration associated to a portfolio item |
| Portfolio item planned completion | The scheduled completion date for a portfolio item reflects its timeline and alignment with project milestones |
| Portfolio item swag | Total amount of swag in each planning level |
| Portfolio item total story points | Summation of story points associated with all work items within planning level |
| Portfolio item total work item count | Count of work items in an iteration associated to a portfolio item |