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Version: 24.3

Portfolio Item Advanced

The Portfolio item advanced dataset is a comprehensive collection of detailed data points that offer deep insights into portfolio items within a project. This dataset is essential for aligning project activities with strategic goals, tracking progress against key objectives, and ensuring that all efforts contribute effectively to the business strategy. It facilitates thorough monitoring of portfolio item specifics, supports informed decision-making, and enhances communication and collaboration among teams, ultimately fostering project success and alignment with organizational goals.

note

You need to link this dataset to the portfolio item base dataset to get the portfolio-related attributes required for blending and analyzing the data by portfolio item advance.

The following are the components of this dataset:

Attribute NameDescription
Portfolio itemUnique identifier for the portfolio item
Sys_sourceUnique identifier for the source
Metric NameDescription
Portfolio item rollup closed estimateRoll-up estimate value for child work items in the complete reporting category; excluding those associated with child epics
Portfolio item rollup closed work item countThe total number of child work items in the completed reporting category; excluding those associated with child epics
Portfolio item rollup in progress estimateRoll-up on the estimate value of all child work items in the in-progress reporting category; excluding those associated with child epics
Portfolio item rollup in progress work item countTotal number of child work items in the in-progress reporting category; excluding those associated with child epics
Portfolio item rollup not started estimateRoll-up on the estimate value of all child work items in the not started reporting category; excluding those associated with child epics
Portfolio item rollup not started work item countTotal number of child work items in the not started reporting category; excluding those associated with child epics
Portfolio item rollup total detail estimate in daysThe total amount of Detail Estimate on all child work items; excluding those associated with child epics
Portfolio item rollup total done in daysThe total amount of effort reported against child work items; excluding those associated with child epics
Portfolio item total estimateTotal estimated effort required to complete a portfolio item
Portfolio item rollup total to do in daysThe total amount of to do on all child work items; excluding those associated with child epics
Portfolio item rollup total work item countThe total number of child work items; excluding those associated with child epics
Portfolio item rollup total unestimated work item countThe total number of child work items, that do not have an estimate value; excluding those associated with child epics