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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.

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Overview

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.

Steps

  1. Select Portfolio > Planning > Portfolio Tree.
  2. Select the required portfolio item for which you want to add a child portfolio item with a blocking issue.

  3. Click Add Child Portfolio Item drop-down menu, and then select the Block > With New Issue or With Existing Issue.

    1. If you selected new issue type, the Add New Blocking Issue dialog box is displayed.
      You can create a new issue by providing all the necessary details.

    2. If you selected an existing issue type, the Assign Blocking Issues list displayed showing all available issues you can choose to assign.

Note: 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.