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How to Add Swimlanes to the Portfolio Kanban Board

This feature is available in Ultimate edition only.

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Overview

Instructions on how to add swimlane columns to the Portfolio Kanban board.

How To

  1. From the main menu, select Portfolio Planning > Portfolio Kanban.

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

  3. Click the Board Options tab, and then open the Group by drop-down list.

  4. Select the attribute by which you want to display (group) portfolio items on the Portfolio Kanban. For attributes with multiple sub-attributes (e.g., High, Medium, Low for Priority), you can click Reverse Sort to change the order of the portfolio item sub-attributes in drop-down lists.

  5. Click Save. The Portfolio Kanban redisplays with portfolio items in your newly-defined groupings (e.g., by Type, Source, Priority, etc.). New sub-attribute sort orders display in detail edit views.

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