Viewing Portfolio Item Dashboards

Overview

The Portfolio Item Dashboard shows 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 presents the following:

• Portfolio Item Path
  For any child level portfolio item, the portfolio item path displays the lineage of the portfolio item for context and, if applicable, navigation to a parent portfolio item's details.

• Backlog Progress
  The Estimate Trend graph rolls up all the backlog item estimates under the portfolio item to show a history of the growth of the portfolio item (as backlog items are defined and estimated) and the progress made in completing those backlog items.

• Sub-Portfolio Items
  Displays Portfolio Tree details for each sub-portfolio item in the project, and includes granular information such as title, associated project, status, Swag, and progress.

• Delivery Projects
  Displays Project Tree details for each project connected with the portfolio item, and includes granular information such as title, progress, Swag, and estimated rollup.

Steps

1. Choose one of the following:

   • Select Portfolio > Planning > Portfolio Tree.

   • Select Portfolio > Tracking > Portfolio Kanban.

2. Click on a portfolio item, and then click on the Dashboard tab.