Version: 24.3

Portfolio Kanban Board

Use the Portfolio Kanban board to visualize, plan, and track the progress of your strategic development initiatives.

Do you find you need to view different boards often? Consider creating a PlanningRoom™.

The Portfolio Kanban board provides an at-a-glance grid view of the portfolio items in a project. Using this board, you can visualize, plan, and track the progress of your strategic project development initiatives. This visualization shows the highest level of detail available for any given project view, and provides editable access to details behind each portfolio item. However, the initial unfiltered Kanban Board displays only the parent-level Portfolio Items. To view child-level portfolio items, you need to filter by the parent Portfolio Item.

Note: You can add multiple Portfolio Items in that filter.

The Kanban Board is typically used by the following user personas:

Executives who want to track the highest level business initiatives across the entire company.
Program and sub-system leaders who want to track the features that fall within their domain.
Development teams who need to track their production while understanding the broader context of how their work fits into the big picture.

Accessing the Portfolio Kanban

Click the hamburger icon > Portfolio > Portfolio Kanban.

Using the Portfolio Kanban Board

The Portfolio Kanban board is populated with groups of portfolio item cards. By default, each card shows the ID, title, owner (if applicable), and the Swag (high-level estimate size), but you can change it with some simple customizations.

By using the Portfolio Kanban Board, you can perform the following tasks:

Portfolio item types are color coded so you can easily differentiate the item types.
Blocked portfolio items are highlighted with a red blocking icon, clicking on which, you can view the issues causing the delay.
You can hover over any of the fields on the card to view data details.
You can drag and drop a portfolio item card to another place in the same column (to prioritize the ranking), or move it to another column (to update the status).
You can click on the down arrow in the top right corner of a card to perform the following actions:
- Editing portfolio item details
- Viewing Portfolio Item Dashboards
- Blocking portfolio items
- Closing portfolio items
- Watching portfolio items