Portfolio epics

This topic describes how to add portfolio epics to your portfolio.

Portfolio epics overview

Epics are containers that capture and manage Agile initiatives. Portfolio epics are the Agile practices at the enterprise level. Portfolio epics represent the investments in your organization. A portfolio epic can be a single product, or focus on one area of a product.

Create portfolio epics

You can create portfolio epics in either of the following ways:

Create portfolio epics in Portfolio & Strategy and sync them to Agile for implementation. For details, see Create portfolio epics in Portfolio & Strategy.
Create epics in Agile, sync them to Portfolio & Strategy, and then add them to your portfolio. For details, see Create portfolio epics in Agile.

Add dependencies to portfolio epics

A portfolio epic may have dependencies on other portfolio epics or features. You can add dependencies to a portfolio epic from the following locations:

Location	Details
Predecessors tab	From the Predecessors tab, you can add portfolio epics as predecessors of the current epic. No action is allowed on the current portfolio epic until the predecessor is completed. To add a predecessor portfolio epic: Open the portfolio epic for which you want to add a predecessor portfolio epic. Go to the Predecessors tab. Click Add portfolio epic and then complete all the information for the predecessor portfolio epic. For details, see Create portfolio epics.
Successors tab	From the Successors tab, you can add portfolio epics as successors of the current portfolio epic. No action is allowed on the successor portfolio epic until the current portfolio epic is completed. To add a successor portfolio epic: Open the portfolio epic for which you want to add a successor portfolio epic. Go to the Predecessors tab. Click Add portfolio epic and then complete all the information for the successor portfolio epic. For details, see Create portfolio epics.
Details tab, Epic dependencies field	On the Details tab, in the Epic dependencies field, you can specify one of the following as a dependent item for the portfolio epic: Another portfolio epic in the same portfolio Another portfolio epic in other portfolios Another portfolio epic in the system A feature in the system No action is allowed on the current portfolio epic until the dependent item is completed.

Location

Details

Predecessors tab

From the Predecessors tab, you can add portfolio epics as predecessors of the current epic. No action is allowed on the current portfolio epic until the predecessor is completed.

To add a predecessor portfolio epic:

Open the portfolio epic for which you want to add a predecessor portfolio epic.
Go to the Predecessors tab.
Click Add portfolio epic and then complete all the information for the predecessor portfolio epic. For details, see Create portfolio epics.

Successors tab

From the Successors tab, you can add portfolio epics as successors of the current portfolio epic. No action is allowed on the successor portfolio epic until the current portfolio epic is completed.

To add a successor portfolio epic:

Open the portfolio epic for which you want to add a successor portfolio epic.
Go to the Predecessors tab.
Click Add portfolio epic and then complete all the information for the successor portfolio epic. For details, see Create portfolio epics.

Details tab, Epic dependencies field

On the Details tab, in the Epic dependencies field, you can specify one of the following as a dependent item for the portfolio epic:

Another portfolio epic in the same portfolio
Another portfolio epic in other portfolios
Another portfolio epic in the system
A feature in the system

No action is allowed on the current portfolio epic until the dependent item is completed.