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Applying Filters the Portfolio Kanban Board

This feature is available in Ultimate edition only.

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Overview

You can apply filters to show a different set of portfolio items other than the default portfolio item tracking display.

How To

  1. Go to Portfolio Planning > Portfolio Kanban.

  2. Click Filter to open the action menu and select a filter option, or click the plus sign (+) to the left of the Filter button to open all available filter options.

  3. Choose or enter your filter options and click Apply Filters. Your Portfolio Kanban redisplays according to your filter sort.

  4. To clear an individual filter, click the red X next to the filter; to clear all filters, click Clear all filters. The Portfolio Kanban redisplays according to your changes.

Key Portfolio Kanban Filters

Filter Option

Usage

Strategic Themes
(Ultimate Edition Only)

Allows you to narrow the view to focus on the items that support a given strategic theme.

Example: If you want to see how your mobile efforts are going, you can look at everything across all the products that are furthering mobile.

Portfolio Item

Apply the Portfolio Item filter to change the display from default project portfolio items to only child portfolio items of the selected portfolio item. 

Typical Use: Drill down into lower level detail of a selected portfolio item.

Type 

Apply the Type filter to change the display from default project portfolio items to the highest level portfolio items of the selected Type within the current project selection.

Typical Use: Change the view in a multi-level portfolio item tree to view "Features" scheduled in releases rather than top-level "Initiatives."

Owner 

Apply the Owner filter to view only those items in the current view that are owned directly by the selected user, or the children of a portfolio item owned by the user.

Typical Use: View the portfolio items for which you or another team member are responsible.

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