Portfolio Item Completion Dashboard
The Portfolio Item Completion dashboard provides insights into overall portfolio performance, such as completion rates, average time to completion, and trends over time. The dashboard enables you to track the progress of various items within a portfolio of projects. It provides a visual representation of the status of each item, allowing stakeholders to quickly assess which items are on track, delayed, or completed.
The Last refresh date on this dashboard refers to the date and time when the data displayed on the dashboard was last updated or refreshed from the underlying data sources. You can know the data's freshness and make informed decisions based on the most recent information.
This dashboard is built using the Planning level hierarchy, portfolio item hierarchy, planning level programs, portfolio item strategic themes and portfolio item monthly snapshot datasets.
The Portfolio Item Completion dashboard consists of the following tabs:
- Total Estimate: This tab presents insights into portfolio item completion based on the total estimates assigned to the backlog items.
- Work Item Count: This tab presents details of portfolio item completion based on the count of backlog items.
Here is an example portfolio item completion panel.
You can filter and view the required data using the following filters:
- Planning level: Displays data of portfolio items in the selected planning level and all child planning levels that belong to the planning level.
- The following filters display filter values based on the filtered planning level.
- The following filters cascade each other except the As of date filter.
- Program: Displays data of portfolio items in the selected program.
- Portfolio item type: Displays data of portfolio items in any of the following portfolio items: epic, feature, initiative, non-functional, sub-feature, and unspecified.
- Portfolio item: Displays data of portfolio items in the selected portfolio item and all child portfolio items that belong to the portfolio item.
- Show all- Displays data of portfolio items in any of the following item types: parent and child.
- Portfolio item status: Displays data of portfolio items in the portfolio item statuses such as discovery, done, in progress, ready for dev, review, and unspecified.
- Portfolio item priority: Displays data of portfolio items in the portfolio item priorities such as high, medium, low, and unspecified.
- Strategic theme: Displays data of portfolio items in the strategic themes such as prototype, DevOps-SaaS, shift left uptake, and unspecified.
- As of month: Displays data of portfolio items in the selected start month.
You can use these filters to refine the displayed data. For example, you can choose a program from the Program filter to view the corresponding dashboard. Here is an example program-filtered panel.
Portfolio Item Completion
Displays an overview of the status of various items within a portfolio. You can use the portfolio item type filter to view the progress of the selected portfolio item within the planning level. The different portfolio item types are epic, feature, initiative, non-functional, sub-feature, and unspecified. The x-axis represents the percentage, and the y-axis represents the selected portfolio items. You can hover the cursor over the panel to see the name of the portfolio item and the actual or planned completion percentage.
Portfolio item completeness
Displays details of portfolio items including calendar date, portfolio item name, portfolio item source link, planned and actual portfolio items completed portfolio items. Each row represents a different portfolio item within the selected planning level or program.
You can also click the 
icon against the portfolio item name to launch the source system and view more portfolio item details such as status, description, owner and team.
Components used in this dashboard
The following components of the dataset are used in this dashboard:
Attributes
| Attribute Name | Description |
|---|---|
| As of month | Gregorian calendar month displayed in the format 'Mon YYYY' |
| Portfolio item title | Title of the portfolio item |
| Portfolio item source link | source link of the portfolio item |
| Portfolio item name | Name of the portfolio item |
Metrics
| Metric Name | Description |
|---|---|
| Actual | Actual estimate completion percentage |
| Actual | Actual work item completion percentage |
| Actual estimate completion | Actual estimate greater than 15 percentage |
| Actual estimate completion | Actual estimate within 15 percentage |
| Actual work item completion | Actual work item count completion percentage greater than 15 |
| Actual work item completion | Actual work item count completion percentage within 15 |
| Planned | Planned completion percentage of portfolio items |
| Planned completion | Planned completion percentage of portfolio items |