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Viewing Portfolio Item Dashboards

This feature is available in Ultimate edition only.

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Overview

The Portfolio Item Dashboard shows a detailed view of a portfolio item's status, history, and lower-level details, giving you an at-a-glance picture of all the components that are at work for the portfolio item. The Portfolio Item Dashboard presents the following:

  • Portfolio Item Path
    For any child level portfolio item, the portfolio item path displays the lineage of the portfolio item for context and, if applicable, navigation to a parent portfolio item's details.

  • Backlog Progress
    The Estimate Trend graph rolls up all the backlog item estimates under the portfolio item to show a history of the growth of the portfolio item (as backlog items are defined and estimated) and the progress made in completing those backlog items.

  • Sub-Portfolio Items
    Displays Portfolio Tree details for each sub-portfolio item in the project, and includes granular information such as title, associated project, status, Swag, and progress.

  • Delivery Projects
    Displays Project Tree details for each project connected with the portfolio item, and includes granular information such as title, progress, Swag, and estimated rollup.

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Steps

  1. Choose one of the following:

    • Select Portfolio > Planning > Portfolio Tree.

    • Select Portfolio > Tracking > Portfolio Kanban.

  2. Click on a portfolio item, and then click on the Dashboard tab.

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