Skip to main content
System StatusContact Support
VersionOne Community

Reports Available on the Portfolio Kanban Board

This feature is available in Ultimate edition only.

editions-u.png

Overview

To get a real-time status on how your portfolio items are progressing, you can generate the Portfolio Item Cumulative Flow by Status, Portfolio Item Bubble Chart, or Portfolio Item Dependencies reports directly from the Portfolio Kanban board.

Reports

Report Usage How To Generate the Report

Portfolio Item Cumulative Flow by Status

Generate this report to track the flow of the portfolio items through the defined process.

This report shows the number of portfolio items in each status value across the board for a selected range of time. This view creates a "burnup" chart as portfolio items move through the process. 

  1. Go to Portfolio Planning > Portfolio Kanban.

  2. Click Reports > Portfolio Item Cumulative Flow by Status in the top right corner of the page.

  3. Enter or select any of the filter options, and then click Go.

     

Portfolio Item Bubble Chart

Use this chart to identify the portfolio items (or development efforts) that provide the most value to the business.

The chart shows portfolio items as bubbles on a scatter plot. The bubble sizes are proportional to each portfolio item's Swag.

  1. Go to Portfolio Planning > Portfolio Kanban.
  2. Click Reports > Portfolio Item Bubble Chart in the top right corner of the page.

  3. Enter or select any of the filter options, and then click Go.

  • Hover over a bubble to see the portfolio item and its Swag.

  • Click on a bubble to open the details page for that portfolio item.

Portfolio Item Dependencies

Use this report to identify upstream dependencies and downstream dependencies within a project or program.

  1. Go to Portfolio Planning > Portfolio Kanban.

  2. Click Portfolio Dependencies in the top right corner of the page.

    • The report shows active portfolio items and associated backlog items in the project.

  3. Enter or select any of the filter options, and then click Go.

    • Hover over any item to view descriptive information.

    • Click on blocking icons to see the nature of the blocking issue.

    • Click on any portfolio item or backlog item to update details.

  • Was this article helpful?