Strategic Portfolio
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      Strategic Portfolio

      The Strategic Portfolio is a feature designed to give you a high-level view of your objectives, opportunities and roadmap items

      Timeline Overview

      The Strategic Portfolio introduces a newly designed timeline with simplified visuals and improved organization. Key features include:

      • Primary and Secondary Lanes: The timeline is organized into primary lanes for top-level objectives and secondary lanes for opportunities. The third lane will be the associated roadmap bars and containers.

      • Improved Visibility: Easily view and understand the relationships between your objectives, opportunities and roadmap items.

      Strategic Elements Displayed

      The Strategic Portfolio provides a holistic view of your strategy by displaying:

      • Objectives: Your selected objectives are displayed as primary lanes. If objectives are related via parent-child relationships, only the top-most parent objective will be displayed as the primary lane. All child-objectives within that family will be rolled up by visualizing their connected opportunities and roadmap items alongside the primary parent objective.

      • Opportunities: Associated opportunities are shown within the relevant objective lanes. If no opportunities are connected, all top-level bars and containers will be represented in a secondary lane titled Non-opportunity work.

      • Bars and Containers: Top-level bars and containers from your roadmaps are included. This means that where relevant, we will only show the container as an object on the timeline, not any of its child bars. If a bar is uncontained, it will also display on the timeline.

      • Team Information: Team names associated with both objectives and opportunities are displayed.

      • Legend: The legend will display as Planned, In Progress or Complete. These values are determined by the percent complete of each bar or container. Anything with 0 percent complete will display as planned while 100 percent complete will display as complete. All values in between will display as In Progress.

      Time Range Options

      Customize your view with flexible time range options. By default, the Strategic Portfolio will generate as a 6-month view with the first month being determined by the date the view was generated.

      • Adjustable Units: Switch between weeks, months, quarters and years.

      • Variable Duration: Modify the timespan to focus on shorter or longer periods as needed.

      Progress Tracking

      Stay informed about the status of your initiatives:

      • Date Indicators: Clearly see start and end dates for bars and containers.

      • Progress Visualization: Quickly understand the progress of items through color-coding (Planned, In Progress, Complete).

      How to Use the Strategic Portfolio

      1. Navigate to the Strategy area in ProductPlan.

      2. Filter the objectives index to select the objectives you want to include.

      3. Click the Present timeline view button in the top right corner.

      4. Explore your auto-generated Strategic Portfolio.

      5. Customize the view by adjusting the time range and units as needed.

      Connection Visualization

      The Strategic Portfolio includes connection visualization to help you understand the relationship between roadmap items:

      • Connection Lines: Connection lines are displayed by default, showing relationships between roadmap items across different objectives and opportunities.

      • Toggleable View: Users can easily toggle connection lines on or off, providing flexibility in how connections are displayed.

      • Intelligent Connection Display:

        • Connections within the same lane are always shown

        • Connections to items in different lanes are drawn to the closest iteration of the connected bar

        • Top-level containers can inherit connection lines from their contained bars to provide comprehensive connection awareness

      Viewing Connection Details

       

      • Connection Icon: Bars with connections to items not currently visible will display a connection icon

      • Click-to-Expand: Clicking on a connection icon opens a modal with detailed information about the related connection

      • Cross-Roadmap Visibility: View and track dependencies across different roadmaps and objectives

      Best Practices

      1. Maintain Connections: Ensure your objectives, opportunities and roadmap items are properly linked for the most accurate representation.

      2. Utilize Opportunities: Represent major initiatives as opportunities to better organize and visualize your strategy.

      3. Regular Updates: Keep your data current to ensure the Strategic Portfolio always reflects your latest strategic planning.

      Notes

      • The Strategic Portfolio is available on Enterprise and Professional plans.

      • While the view cannot be saved, you can bookmark the URL for future reference.

      • Viewers and Editors will have access to the Strategic Portfolio

      By leveraging the Strategic Portfolio, you can gain valuable insights into your organization's strategic direction and ensure alignment across all levels of planning.