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Portfolio Analysis - Board, Roadmap & Dashboard

In this section:

This article explains additional Portfolios pages.

Board

The Portfolio Board page shows each plan in column swim lanes. You can change your groups and choose to include/exclude additional fields on the plan cards.

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Roadmap

The Portfolio Roadmap page lists out each plan in a roadmap timeline.

Hover over the timeline bar to view a description of the plan.

Key dates are marked on the timeline bar with diamonds. These are referred to as "timeline items" which include milestones, tasks, and so on. Hover over a timeline item to view details.

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Portfolio Dashboard

The Portfolio Dashboard page can include different reports and charts. The PowerBI OnePlan Report includes tabs along the bottom with key portfolio health, financial & resource plan data.

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