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Portfolio Item Cumulative Flow by Status Report

Editions

This feature is available in Ultimate edition only.

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Overview

The Portfolio Item Cumulative Flow report shows the progress of portfolio items across Portfolio Kanban boards for a specific period of time. Portfolio item progress is broken down by status and creates a "burnup" chart as they move through the process.

Use this report to track the flow of the portfolio items through the defined process.

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Accessing This Report

On the main menu:

  • Reports > Portfolio Item Cumulative Flow (in the Project/Release Reports section)

  • Portfolio Planning > Portfolio Kanban > Portfolio Item Cumulative Flow (from the Reports drop-down menu)

Prerequisites

  • All VersionOne trend reports require at least two data points. If not enough data is available, the report may be blank.  Depending on the duration you select in the filters, at least one complete period of data must be available to draw a trend line. When selecting days, this means that the minimum duration is actually 2 days, which will include 2 data points.

  • Your Show Weekend report settings may affect how much data is selected.  For example, if you choose two days as duration and one day is a Saturday or Sunday, and you have elected to not Show Weekends, then you may not have sufficient data to show a trend.

Report Filters/Parameters

  • Start Date: The first date the report begins calculating data.
    • For project-based reports, the default start date is the project start date.

    • For sprint/iteration-based reports, the default start date is the sprint/iteration start date.

    • For member-based reports, the default start date is 13 weeks prior to the current date.

    • If the start date is set to the current date or later, no data displays.

Data Point Interval: The length of each interval (days, weeks, or months) you want to show in the report. By default the length+gap as set on the project's sprint schedule. If no schedule is available, it defaults to 2 weeks.

  • For projects, the report uses the number of weeks from the project's start date to today.

  • For sprints, the report uses the the number of days in the sprint.

  • Strategic Theme: Allows you to narrow the report to focus on the items that support a given strategic theme.
  • Portfolio Item: Shows work items in the selected portfolio item and all of it's children. The default option is "Blank" and shows all work items.
  • Aggregation Type: Determines how the data is aggregated.  Valid values are:
    • Total Estimate - Sum the Estimate values. 

    • Workitem Count - Count of work items regardless of estimate value. 

Technical Details

  • All portfolio items that were closed prior to the start date are not included in the report.

  • The colors indicate status. Refer to the legend at the bottom of the chart.

Additional Options