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Configuring WIP Limits on the Portfolio Kanban Board

This feature is available in Ultimate edition only.

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Overview

Instuctions on how to configure Work In Progress (WIP) limits on the Portfolio Kanban Board to optimize process flow.

You can customize the board display to group portfolio items according to attributes such as Health, Investment Theme, Type, Source, Priority.

How To

  1. Go to Portfolio Planning > Portfolio Kanban.

  2. Click the wrench icon to the right to open the action menu and select Customize. The Customize Portfolio Kanban window opens.

  3. Click the Board Options tab, then go to WIP Limits.

  4. Define or update any work limit values you want to set (a whole number, representing the maximum number of portfolio item cards available for each value).

  5. Click Save. The Portfolio Kanban redisplays with an alert if any new or updated WIP limit has been exceeded for a column on the board.

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