Portfolio Planning

Lay out the strategic direction, budgets, and roadmaps for a coordinated delivery plan across the organization.

Managing Budgets
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Establish budgets by strategic theme or project/program within a portfolio; allocate points, dollars, or percentages to the respective items within the portfolio; set up as many budget models as necessary.
Milestones
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Capture and communicate important dates so your planning and delivery teams understand interim targets, sync points and important events. Milestones offers a simple way to keep these key dates visible in your planning process views so that everyone involved remains aware.
Portfolio Tree
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Based on strategic and tactical inputs, you can define tangible opportunities and elaborate them into finer levels of detail for development teams to take on and deliver.
- Using Portfolio Items
- Using the Portfolio Tree
Roadmapping
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High-level drag-and-drop roadmap planning board and timeline. The Board view shows planned delivery of portfolio items, including flexible grouping by filtering and coloring capabilities; and Timeline shows the start and end date of portfolio items along with progress and associated capacity. You can also revise, publish, and share roadmaps for internal and external visibility.
Strategic Themes Overview
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Use strategic themes to see how your organization is progressing towards top-level objectives, enterprise goals, and/or strategic areas of focus; align and track work throughout the portfolios and programs.