Add Portfolio Items to Roadmap
Create portfolio items directly on roadmaps using quick-add for rapid entry or detailed forms for complete information capture in Board or Timeline layouts.
Create portfolio items directly on roadmaps using quick-add for rapid entry or detailed forms for complete information capture in Board or Timeline layouts.
Assign owners to portfolio items individually or in bulk, and understand team assignment inheritance from child backlog items.
This topic explains how to assign a Strategic Theme to a Portfolio Item
Learn how to create portfolio items, view their details, and perform essential management actions in Agility.
Portfolio items can be created from the Portfolio Tree, sidebar quick-add, boards, roadmaps, or imported in bulk from Excel.
Split partially completed portfolio items to move incomplete work forward and close completed portfolio items to manage the portfolio item lifecycle.
Perform common management actions on portfolio items including closing, watching, and splitting items.
This article explains how to use the Portfolio Item Bubble Chart Report
This article explains how to use the Portfolio Item Burn Up Dashboard Panel
This article explains how to use Portfolio Item Cycle Time Dashboard Panel in Agility
This article explains how to use Portfolio Item Delivery by Project Dashboard Panel in Agility
This article explains how to use Portfolio Item Dependencies Report in Agility
This article explains how to use Portfolio Item Predictability Dashboard Panel in Agility
This article explains how to use Portfolio Item Predictability Dashboard Panel in Agility
This article explains how to use Portfolio Item Responsiveness Dashboard Panel in Agility
This article explains how to use Portfolio Item Scorecard in Agility
This article explains how to use Portfolio Item Test Trend Dashboard Panel in Agility
This article explains how to use Portfolio Item Throughput Dashboard Panel in Agility
This article explains how to use Portfolio Item Time in Status Dashboard Panel in Agility
Track portfolio item progress using dashboards, multiple tracking views, and reports in Agility.
Access complete portfolio item details including description, attributes, child items, dependencies, attachments, and history through the details panel and multiple tracking views.