Viewing Portfolio Item Dashboards

Accessing Portfolio Items Dashboard

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.

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
  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 Progress, and Estimate points - Rollup, Backlogging Issues - Rollup, and Unestimated Backlog Items.