View Portfolio Backlog Information

Portfolio backlog includes several views to organize and present the backlog items in different ways.

To access the views:

  1. Open the portfolio and go to the Backlog tab.
  2. In the upper-right corner, select the icon for the desired view.
View Description

Plain List

You can use the Plain List view to:

  • View all the information of each backlog item
  • Group, filter and sort backlog items
  • Configure the columns to only display the information that matters to you

Hierarchy

It lists the backlog items along the portfolio hierarchy, where you can:

  • See the position of each backlog item in the portfolio hierarchy and its relationship with other backlog items
  • View all the information of each backlog item
  • Filter and sort backlog items
  • Configure the columns to only display the information that matters to you.

Board

 

It provides a visual display of backlog items. The board is divided into columns and swim lanes, where each column and swim lane represents a group such as strategic theme and status. Under each column in the swim lane, the relevant backlog items are displayed as cards, with their information shown on the cards.

The Board view enables you to see how the backlog items are distributed in each column and swim lane, which in turn helps you systematically analyze your portfolio backlog.

You can configure the board's column and swim lane. For details, see Backlog Layout Settings .

Roadmap

The Roadmap view includes Guantt chart, a convenient graphic display of scheduled-related information. In Roadmap view, you can easily see: