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Adding a Blocking Issue to a Portfolio Item in the Portfolio Tree

This feature is available in Enterprise and Ultimate editions.



Follow these steps to place a blocking issue on a portfolio item directly from the Portfolio Tree. Here, you can create a new blocking issue or choose from existing issues to put a block on a portfolio item.


  1. Select Portfolio > Planning > Portfolio Tree.
  2. For the portfolio item, click on the Add Child Portfolio Item drop-down menu, and then select the Block > With New Issue or With Existing Issue.

  3. Choose the appropriate issue type. The Add New Blocking Issue definition window opens to create a new issue, or the Assign Blocking Issues list opens showing available issues from which to choose.

  4. If creating a new issue, define all necessary blocking information. If choosing from existing issues in the list, click Assign next to each issue you want to assign to the portfolio item as a blocking issue. Click Assigned Blocking Issues to see which issues have already been placed on the selected portfolio item.