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10 docs tagged with "portfolio-tree"

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Add and Organize Items

Add portfolio items, work items, and organize your portfolio hierarchy using drag-and-drop operations in the Portfolio Tree.

Apply Filters

Filter the Portfolio Tree by attributes like owner, status, type, strategic theme, or custom fields to focus on specific portfolio segments and planning scenarios.

Assign Teams and Owners

Assign owners to portfolio items individually or in bulk, and understand team assignment inheritance from child backlog items.

Manage Portfolio Item Lifecycle

Split partially completed portfolio items to move incomplete work forward and close completed portfolio items to manage the portfolio item lifecycle.

Move and Rank Items

Drag and drop portfolio items within the Portfolio Tree to change parent relationships, adjust priority ranking, or reorganize strategic structure.

Portfolio Tree

The Portfolio Tree defines and manages high-level features from strategic planning through delivery by breaking large initiatives into components, prioritizing work, and tracking progress.

Using the Portfolio Tree

The Portfolio Tree organizes portfolio items in a hierarchical structure for defining, prioritizing, and tracking features from strategic initiatives down to team-deliverable components.