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Version: 24.3

Viewing Portfolio Item Dashboards

This article explains how to view the Portfolio Item Dashboards in Agility.

Accessing Portfolio Items Dashboard

  1. Choose one of the following:

    • Click the hamburger icon Hamburger icon > Portfolio > Planning > Portfolio Tree.
    • Click the hamburger icon Hamburger icon > Portfolio > Tracking > Portfolio Kanban.
  2. Click on a portfolio item, and then click on the Dashboard tab.

Overview

The Portfolio Item Dashboard displays a detailed view of a portfolio item's status, history, and lower-level details, giving you an at-a-glance picture of all the components that are at work for the portfolio item. The Portfolio Item Dashboard consists of the following details:

  • Portfolio Item Path
  • Backlog Progress
  • Sub-Portfolio Items

    • Delivery Projects

Portfolio item overview

Portfolio kanban board

List type administration drop-down lists

Reports showing portfolio item data