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How to View Portfolio Item Details

This feature is available in all editions.

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Overview

The Portfolio Item Details page (formerly called Epic Details) allows you to view and update all details related to a portfolio item. Here, you can manage all the attributes of parent portfolio items and their child portfolio items.

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Accessing Portfolio Item Details

To access the Portfolio Item Details page, click on a portfolio item title or ID anywhere within the application. 

Managing Portfolio Item Details

From the Portfolio Item Details page, you can perform the following high-level functions using the tabs at the top of the window:

If you want to...

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View and update all portfolio item details

Click the Details tab.

View the change history for portfolio item

Click the History tab. See History.

View the dashboard to see backlog progress, and its sub-portfolio items and delivery projects

Click the Dashboard tab. See Dashboards.

View ideas submitted by the team for possible integration into project work

Click the Ideas tab. See Ideas.

View a graphical representation of the portfolio item's relationships to other assets

Click the Visualize tab and select either the Partition view or the Relationships view. See Visualizations for more details.

Edit portfolio item details

Click the Edit tab to open the Portfolio Item Edit window. You can also open this drop-down menu to perform other more granular functions (Block, Close Portfolio Item, Delete, and Watch Portfolio Item). See Using the Backlog Grid for more details.

Assign a color to a Portfolio Item Type

Refer to List Type Administration.

View the Portfolio Item Scorecard

Click the on Scorecard tab.

Viewing/Managing Portfolio Item Relationships

In the Show Relationships section at the bottom of the Portfolio Item Details page, you can perform the following actions by clicking the Add or Assign buttons for the associated action. For any items you add or assign, you can click Remove in the grid to remove them from the portfolio item:

If you want to...

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Add a new child portfolio item

Go to Portfolio Items and click Add Inline.

Add a new test

Go to Tests and click Add Inline.

Add a new story or assign an existing story to the portfolio item

Go to Stories and click Add Inline, then select Add or Assign.

Assign an existing defect to the portfolio item

Go to Defects and click Assign.

Assign an existing test set to the portfolio item

Go to Test Sets and click Assign.

Select an existing issue to assign as a blocking issue

Go to Blocking Issues and click Assign.

Select an existing request

Go to Requests and click Assign.

Add a new link to remote documentation

Go to Links and click Add.

Add a new file attachment

Go to Attachments and click Add.

In the Spring 2015 release, the portfolio and program level planning options were moved a new menu called, Portfolio Planning.  In addition, the Epic asset/attribute was renamed to Portfolio Item to help reduce confusion around the term 'Epic' and its use in the application versus its use in the evolving marketplace and frameworks such as SAFe. Refer to Portfolio Planning for additional details. Previous versions of VersionOne do not contain these changes.

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