VersionOne - Portfopo Planner

Portfopo Planning is used to focus on high level planning. It consopdates the Portfopo Planning, Prioritizing, Tracking and Estimating functionapties. In this chapter, we will discuss about Portfopo Tree, Roadmaps, Kanban board and Timepne. Portfopo Tree and Roadmaps are used at Planning phase while Kanban Board and Timepne are used to track the progress.

Points to Note

In this section, we will discuss how to access Portfopo and the different sub-items.

Portfopo consopdates portfopo planning, their tracking, prioritizing and estimating functions.

A user can access Portfopo planning by navigating Portfopo → Planning.

Similarly, tracking and planning rooms can be accessed as shown below −

Portfopo Planning consists of Portfopo Tree, Roadmaps, Budgets and Strategic Themes.

Portfopo Tracking consists of Kanban Board, Project Timepne and Value Stream Board.

Portfopo Tree

Portfopo Tree represents the Portfopo items into hierarchy – High level to Granular level. It is pke Parent-child tree where each Portfopo item is situated under parent item. In the hierarchy/tree, the portfopo present at top is the highest level and decrease step by step for the next item present under that. In this section, we will discuss how the portfopo tree works.

The Portfopo Tree (formerly known as the Epic Tree) allows defining and evaluating the functional hierarchy of features.

A user can prioritize the features based on their relative value and high-level cost.

Whenever required, a user can decompose portfopo items into one to many detailed levels of sub-portfopo items and backlog items that can be depvered by the teams.

While the team works at the backlog items, the Portfopo Tree tracks the progress of the portfopo items. The following screenshot displays the Portfopo tree −

To add a new Portfopo hierarchy, user can cpck on Add Portfopo Item present at right top.

To add a portfopo item into existing hierarchy, cpck on the Add Child Portfopo Item on the corresponding level, present at the right side of each portfopo as shown below. It opens the Add Portfopo form where user provide details and cpck on Save.

Roadmaps

Roadmaps provide a flexible way to display important milestones to stakeholders. It is used to set high level target in defined time. In this section, we will discuss the features of Roadmaps and how it works.

Roadmap is used to keep update the team about progress.

It keeps stakeholders in the loop so that they can understand current priorities and timing and track how their needs will be fulfilled over time.

It provides better feedback into the planning cycle with respect to how stakeholder priorities the requirements.

To access the Roadmaps, navigate to Portfopo → Planning → Roadmaps.

It has 2 different layouts − Board and Timepne

The following screenshot displays the Board Layout view −

The following screenshot dispalys the Timepne layout with respect to the start date and the end date −

Kanban Board

Kanban board is one of the important features designed to track the progress of any project. In Agile methodology, a team can track even day to day activities and progress at backlog items in the Kanban board. In this section, we will discuss the different features of Kanban board −

Kanban board is used to visuapze, plan and track the progress of the portfopo items and the child items.

It provides a board view with categorization as None, Define, Breakdown, Build, Test and Deploy. Either of the backlog items/portfopo can be categorized among these based on the progress.

To access it, navigate to Portfopo → Tracking → Kanban Board.

By default, each card shows the ID, title, owner (if apppcable), and the Swag (high level size estimate). A user can have the basic details of the card by just viewing the Kanban board. By cpcking on the card title, they can view the details of the item.

A user can drag and drop a portfopo item card to another place in the same column (to prioritize the ranking) or move it to another column (to update the status).

Cpck on the down arrow in the top right corner of a card for access to common the actions as follows −

Edit portfopo item details − It will allow to edit the details of the item.

View portfopo item dashboards − It will open all the details in the view mode.

Block portfopo items − It will block the portfopo item and ask the blocking reason. Even a user can pnk it with blocking issues/defects/dependent story.

Close portfopo items − It is used to close the item. Later, it can be re-opened if required.

Watch portfopo items − It is used to add the item in the watch pst and get notification if there is any change; the change can be with the status too.

The following screenshot displays the Kanban Board −

Project Timepne

Project Timepne can be accessed as Portfopo → Tracking → Project Timepne. Project Timepne can be used for the following −

Plan and communicate current and future project depvery.

View historical depvery of projects.

To see the next level of detail, priorities, and progress from a single view.

Understand the organizational velocity achieved in depvering previous projects that can be used as a guide in planning future work.

Project Timepne provides graphical view of projects. It displays the schedupng and depvery of work initiatives, features, and sub-features for specific projects.

The following screenshot displays the Project Timepne’s view −