This topic describes the options available in each view of the portfolio
You can do the following in the Plain list view of the
You can do the following in the Hierarchy view of the
|Add portfolio contents|
|Move portfolio contents|
|Remove portfolio contents|
|Sort portfolio contents|
|Configure displayed columns|
This section describes how to work with
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
To inline edit
Drag and drop
For example, if you drag
You can drag
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
- 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 epicdirectly 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:
|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
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.