My Portfolio Planning Modules

  • Updated

This article provides an overview of the different planning modules available in the My Portfolio Area.

You can locate all of the Portfolio modules in the top right corner of the My Portfolio Area.

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  • List: The portfolio list provides an organized view of various projects, programs, and epics grouped under different portfolios. It presents key information such as plan types, names, states, statuses, schedule health, financial health, effort health, issue health, budgets, benefits, estimated end dates, and percentage done (summary).

  • Board: The portfolio board is a visual representation of portfolios, programs, projects, and epics within an organization, displaying their progress, status, and other key metrics. It typically consists of cards or tiles arranged in columns or lanes, with each card representing a particular project, program, or epic within the portfolio. The columns or lanes generally represent different stages, such as proposed, active, on hold, completed, or any other custom stages according to the organization's workflow. See Portfolio Board for more information on how to use the Board.

  • Roadmap: The portfolio roadmap is a modern and interactive visualization tool that allows you to build out roadmap timelines of the plans in your portfolio. From the roadmap view, you can view the relationships between the plans in your Portfolio, create and rearrange new plans, and create key Event markers in the timeline that may impact your Portfolio planning. See Portfolio Analysis - Roadmap for more information on how to use the roadmap.

  • Dashboard: The portfolio dashboard holds Power BI reports related to your portfolio, allowing you and your stakeholders to easily visualize progress, blockers, etc. of your portfolio.

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