Portfolio Dependencies: Manage Dependencies Between Plans

  • Updated

This article explains how to build and view dependencies between plans in your portfolio. This is a visual link flag that shows on the Portfolios page, with the Gantt chart showing. The plans themselves do not get their dates shifted nor other details changed.

Open the Dependencies Form

Portfolio List Dependencies Column

You can easily manage plan dependencies directly from the Portfolio List view.

  1. Add the Dependencies column to the Portfolio List view. Plans with dependencies will show them in this column.

    Add_Dependencies_Column_inot_List_View.png

  2. Hover over the field to preview the dependencies.

    Preview_Dependencies.png

  3. Click the field to open the Dependencies panel, where you can view and edit the details.

    Open_Dependencies_Panel.png

Portfolio Quick Edit Menu

From the Portfolios area, click the contextual menu for the desired plan. Then select Dependencies. The Dependencies popup will open. You can then view and edit dependencies.

AccessDependencies.png
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Plan Details Form

You can also access dependencies from the plan details form. Click the Dependencies icon Screenshot_2022-07-28_101414.png to open the Dependencies popup. You can then view and edit dependencies.

Screenshot_2022-07-28_100247.png

Add Dependency

  1. Click the Add Dependency button Screenshot_2021-12-06_134934.png to create a new dependency/link between plans. The Add Dependency form will open.

  2. Complete the Add Dependency form.

    • Plan Type: Select the plan type of the plan you would like to add as a dependency.

    • Target Plan: Select the plan you would like to add as a dependency.

    • Direction: Select the direction of the relationship between the current plan and the new dependency.

    • Type: Select the type of dependency the new dependency will be.

    • Link Type: Select the type of relationship will exist between the two plans.

    • Description: Enter a description for the new dependency.

  3. Click Add to create the dependency.

Screenshot_2022-07-28_095732.png

Dependencies Show on Gantt Chart

Show the Gantt. The plans' gantt bars will have a line with an arrow to signify which plan is dependent on which, and the link type.

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