Reports Available on the Portfolio Kanban Board

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. 

• For details, see Portfolio Item Cumulative Flow.

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.

• For details, see Portfolio Item Bubble Chart.

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.

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

• See Portfolio Item Dependencies Report for detailed information about how to analyze the report.

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.