View portfolio dependencies

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

In this topic:

Portfolio dependency relationships

A portfolio epic may have dependencies on:

• Other portfolio epics in the same portfolio
• Portfolio epics in other portfolios
• Portfolio epics and features in the system

When a portfolio epic is dependent on another item, no action is allowed on the portfolio epic until the dependent item is closed. For details, see Add dependencies to portfolio epics.

The dependent items are considered portfolio dependencies and are viewable from the following tabs:

• Dependencies: Displays dependencies associated with all contents in a portfolio.
• Contents: Displays dependencies for each portfolio content.

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View dependencies from Dependencies tab

From the Dependencies tab, you can view dependencies associated with all the contents in a portfolio.

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 that have a dependency relationship with the portfolio contents. Arrows. Represent a predecessor-successor relationship, with the arrow pointing from the predecessor to the successor. Lines. Represent a parent child relationship between the connected entities.
Click 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. Arrows. Represent a predecessor-successor relationship, with the arrow pointing from the predecessor to the successor. 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. Arrows. Represent a predecessor-successor relationship, with the arrow pointing from the predecessor to the successor. 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 the Show all button 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 entity, click the entity ID on the card.

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View dependencies from Contents tab

From the Contents tab, you can view the dependencies for each portfolio content.

To view dependencies in Backlog tab:

1. Open a portfolio's Contents tab.

2. Select the Plain List or Hierarchy view.

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

3. To view dependencies of a particular portfolio content, refer to the following columns:

   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. Blue card. Represents the current portfolio content. White cards. Represent the entities having a dependency relationship with the portfolio content. Arrows. Represent a predecessor-successor relationship, the arrow pointing from the predecessor to the successor.

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See also:

• Portfolio contents