Portfolio contents views
This topic describes the options available in each view of the portfolio Contents tab.
You can do the following in the Plain list view of the Contents tab:
You can do the following in the Hierarchy view of the Contents tab:
|Add portfolio contents
|Move portfolio contents
|Remove portfolio contents
|Filter portfolio contents
|Sort portfolio contents
|Configure displayed columns
This section describes how to work with Contents tab's Board view .
Change board layout
You can change the board layout according to your needs.
To change the board layout:
- Open a portfolio backlog in Board view.
Click to open the Change Board Layout page.
Select values for the Column and Swim Lane fields.
To change the position of a column, drag the column header to the left or right.
To change the position of a swim lane, drag the swim lane up or down.
Inline edit portfolio contents
You can edit portfolio epics directly in Board view without opening epic's details page.
To inline edit portfolio epics in Board view:
Drag and drop a portfolio epic to a different column or swim lane to edit its information.
For example, if you drag a portfolio epic from the "Strategic Theme A" column to the "Strategic Theme B" column, the portfolio epic's strategic theme is changed from "Strategic Theme A" to "Strategic Theme B".
You can drag portfolio epics between columns in the same swim lane, between swim lanes under the same column, or to a different column in a different swim lane.
You can edit these fields: Name, Strategic Theme, Guardrail, and Epic Type.
Note: If a portfolio has subportfolios, when you edit the strategic theme of a portfolio epic in the Board view, be aware of the following:
- The strategic themes of the parent portfolio and all levels of its subportfolios are listed.
- You can only select the strategic themes of the portfolio to which the portfolio epic directly belongs.
This section introduces the Roadmap view and the actions available in the view.
Information provided in Roadmap view
The Roadmap view provides you with the following information:
|What initiatives your portfolio is focusing on during a time period
The Roadmap view includes a Gantt chart. Along the top is a timeline (fiscal periods are used for timeline) .
Use Duration Type to change the time period type: years, quarters, months, or weeks.
|Which strategic themes your portfolio is serving for
From the pipeline color, you can quickly know what strategic themes your portfolio is aligned with.
Roadmap view actions
You can do the following in Roadmap view of the Contents tab:
|Group portfolio contents
|Filter portfolio contents
This section describes how data is displayed in the Contents tab and how it is controlled by the layout settings.
A layout controls the following:
- Which view is used
- Displayed columns
- Column width
- Column sequence
- Group-by fields
For every portfolio, the default layout of the Contents tab is either inherited from its portfolio type, or set by the portfolio managers if they are allowed to override the portfolio type settings. Upon portfolio creation, the default layout is added automatically in the favorite view, named Default. For details about setting default layout, see Set backlog default layout.
If you open a portfolio for the first time, the
If you then go to another portfolio of the same portfolio type using the same browser, the
If you then go to another portfolio of a different portfolio type using the same browser, the
Personal favorite layout
You can add your personal favorite layout. The favorite layout you added or removed in one portfolio is added or removed accordingly in all the other portfolios that you can view. You can only view and apply the favorite layout that is added by you.
To add personal favorite layout:
- In the top-right corner of the Contents tab, click .
- Click Add Favorite View, provide a name for the view, and click Save.