Portfolio Planning
This feature is available in Ultimate edition only.
Lay out the strategic direction, budgets, and roadmaps for a coordinated delivery plan across the organization.
- Managing Budgets
- 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
- 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
- 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.
- Roadmapping
- 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.
- Accessing Roadmaps
- Adding a Portfolio Item to a Roadmap
- Applying Filters to a Roadmap
- Updating Dates Using the Roadmap
- Configuring the Columns on the Roadmap Board Layout
- Configuring the Columns on the Roadmap Layout
- Deleting a Published Roadmap
- Exporting/Saving a Roadmap to PDF
- Publishing and Sharing a Roadmap
- Roadmapping Video
- Switching to the Roadmap Board Layout
- Saving a Roadmap View
- Switching to the Roadmap Timeline Layout
- Updating a Published Roadmap
- Viewing Published Roadmaps
- Legacy Roadmapping (Deprecated)
- Strategic Themes Overview
- 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.