My Portfolio Header Menus and Icons

This article explains how the icons works in My Portfolio page.

Each BU's My Portfolio view will only see their own projects. 

Header Menus

At the very top of the My Portfolio Area are several icons and menus that make management of your portfolio of projects easy.

Portfolio Modules

• List: The portfolio list provides an organized view of various projects, programs, and epics grouped under different portfolios. It presents key information such as plan types, names, states, statuses, schedule health, financial health, effort health, issue health, budgets, benefits, estimated end dates, and percentage done (summary). [Each BU has their own customized page]

• Board: The portfolio board is a visual representation of portfolios, programs, projects, and epics within an organization, displaying their progress, status, and other key metrics. It typically consists of cards or tiles arranged in columns or lanes, with each card representing a particular project, program, or epic within the portfolio. The columns or lanes generally represent different stages, such as proposed, active, on hold, completed, or any other custom stages according to the organization's workflow. 

• Roadmap: The portfolio roadmap is a modern and interactive visualization tool that allows you to build out roadmap timelines of the plans in your portfolio. From the roadmap view, you can view the relationships between the plans in your Portfolio, create and rearrange new plans, and create key Event markers in the timeline that may impact your Portfolio planning. 

• Dashboard: The portfolio dashboard holds Power BI reports related to your portfolio, allowing you and your stakeholders to easily visualize progress, blockers, etc. of your portfolio.

Expand and Collapse Plans

Click the Expand icon to show all plans and sub-plans in the Portfolio.

Click the Collapse icon to minimize the plans.

Click the Group icon to select a field to group the plans by in the Portfolio grid.

Check out the following article(s) for more information:

  Group Plans in the Portfolio List

Click on the Filters icon in the Portfolio header. The filter interface will open on the right side of your window.

For more details, please read this article: Filter your Portfolio

Click the Row Height icon to select the height of the rows in the Portfolio grid. Options include Small, Medium, and Large. 

Default is Medium:

Small rows look like this:

Large rows look like this:

Related Articles:

Prioritize Plans in the My Portfolio Area

Use the Pivot Chart in the Portfolio Area

Use the Gantt in the Portfolio Area

Use the Financial Plans Panel in the My Portfolio Area

Use the Resource Plans Panel in the My Portfolio Area