View portfolio dependencies

Understanding the dependencies associated with portfolio contents helps portfolio managers enhance prioritization and scheduling decisions.

Overview

A portfolio epic can have relationships with:

  • Other portfolio epics within the same portfolio
  • Portfolio epics in other portfolios or in the system

These portfolio epics are defined as references of the portfolio epic. For details, see Add references to portfolio epics.

The relationships between the portfolio epics include:

  • Informational. The two entities are related to each other.
  • Predecessor. Action is not allowed on one entity until the referenced entity closes.
  • Successor. Action is not allowed on a referenced entity until the entity closes.
  • Finish/Finish predecessor. The two entities must complete at the same time.

These relationships are considered in portfolio dependencies, and viewable from the following tabs:

  • Dependencies tab. Shows dependencies associated with all contents in a portfolio.
  • Backlog tab. Shows dependencies for each portfolio content.

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View dependencies from Dependencies tab

You can view dependencies associated with all the contents in a portfolio from the Dependencies tab.

Note: To show the Dependencies tab in a portfolio, you must enable it. For details, see Set up portfolio tabs.

View dependencies

The Dependencies tab shows the dependency information as follows:

Action Details

Upon initial access

When accessed for the first time, the Dependencies tab provides an overview of dependencies at the portfolio level.

  • Blue card. Represents the current portfolio.
  • White cards. Represent the entities having a dependency relationship with the portfolio contents.
  • Blue lines. Represent a dependency relationship between the connected entities.
  • Gray lines. Represent a parent child relationship between the connected entities.
Click the current portfolio

By clicking the current portfolio, all direct contents included in the portfolio are displayed, connected to the current portfolio by gray lines.

  • Blue card. Represents the current portfolio.
  • White cards. Represent the contents directly included in the portfolio and entities having a dependency relationship with the portfolio contents.
  • Blue lines. Represent a dependency relationship between the connected entities.
  • Gray lines. Represent a parent child relationship between the connected entities.
Expand all

By clicking the Expand All button, all contents in the portfolio, including those within sub-portfolios at all levels, are displayed.

  • Blue card. Represents the current portfolio.
  • White cards. Represent the contents included in the portfolio and entities having a dependency relationship with the portfolio contents.
  • Blue lines. Represent a dependency relationship between the connected entities.
  • Gray lines. Represent a parent child relationship between the connected entities.

View different parts of the chart

To view different parts of the chart, drag the chart and zoom in or out using the zoom button. Click to show the entire chart on the screen.

Search for and open an entity

To search for a specific entity by its name or entity ID, use the Search button. Only the entities displayed on the screen can be searched.

To open the details page of an entity, click the entity ID on the card.

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View dependencies from Contents tab

You can view the dependencies for each portfolio content from the Contents tab.

To view dependencies in Backlog tab:

  1. Open a portfolio's Contents tab.
  2. Select the Plain List or Hierarchy view.

    Portfolio contents in a dependency relationship are marked with a dependency icon in the Has Dependencies column.

  3. To view which entities have a dependency relationship with a particular portfolio content, check the following columns in the backlog item:

    Column Description
    Dependencies

    Hover over the Dependencies column of a portfolio content, entities having a dependency relationship with the content are listed. Clicking an entity name redirects you to its details page.

    Has Dependencies

    In the Has Dependencies column of a portfolio content, click the Show dependencies button to open the Dependencies map.

    Entities in a dependency relationship with the portfolio content are displayed as cards, connected to the content by blue lines.

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See also: