Rather than seeing containers as a single rolled-up element, you can expand any container directly on the timeline to reveal the child bars nested inside.
What’s New:
- Container Icon and Child Bar Count
- Expanding a Container
- Lane and Sub-Lane Behavior
Container Icon
Each container on the Strategic Portfolio displays a numeric badge on its icon reflecting how many child bars are currently visible on the timeline for that container.
The number is determined by the number of child bars that are visualized in the specific lane and sub-lane.
- Child bars that are being represented by a different lane or sub-lane will only be counted in the container count in the specific lane/sub-lane grouping.
- Child bars that are filtered out by your active filters are not counted; the number represents the child bars that match the portfolio’s filter settings.
Expanding a Container
Click the chevron on a container to expand it and reveal the child bars nested inside. Click the chevron again to collapse.
- The container icon (badge with count) is for display only; only the chevron expands or collapses the container.
- Clicking the container bar or any child bar outside of the chevron opens the detail drawer for that item.
Lane and Sub-Lane Behavior
Child bars are displayed in the context of their own lane and sublane assignments, subject to the following rules:
- Container and child bar share the same lane and sublane
- Both appear in the correct lane and sublane. The child bar is nested visually inside the container.
- Container belongs to a lane/sublane; child bar belongs to a different lane or sublane
- The container is displayed in its lane and sublane. The child bar appears in its own assigned lane and sublane, with the parent container visualized in the “ghosted” format.
- Container has no lane/sublane assignment; child bar does
- The child bar appears in its lane and sublane with a ghosted visual style to indicate its placement within the container context.
- Filters and child bar visibility
- If a child bar is filtered out of the current view, it will not appear inside the container, and the container’s count will reflect only the bars currently visible.
FAQ
Who can expand containers?
Any viewer or editor with access to a Strategic Portfolio can expand/collapse containers and use the global toggle.
Why doesn't the container icon do anything when I click it?
The container icon (with the numeric badge) is informational only. To expand a container and see its child bars, click the chevron control directly on the container.
What does the number on the container icon represent?
The number reflects the count of child bars that are currently visible in the same primary and secondary grouping as the parent container. If filters are hiding some child bars, the count will only reflect what is visible based on the filter settings for that item.
What if a child bar and its container have different lane or sublane assignments?
Child bars will always show as nested within their parent container, even if there are differences in primary and secondary grouping associations. The visualization of the container will be dependent on the container’s specific field associations. If the container does not have the same primary/secondary grouping association as the child bar, it will appear in a “ghosted” type state as shown below.
Is my expand/collapse preference saved?
Not in this release. Each session starts with child bars collapsed by default. Persistent toggle state will be delivered in a future release.
Does this work for all user roles?
Yes; viewers, editors, and admins on a Strategic Portfolio all have access to the expand/collapse functionality. Bar and container information displayed when opening the detail drawer still respects the underlying roadmap’s sharing permissions, consistent with how bar viewing works across the portfolio.
How do connections display with both bars and containers present?
With the initial rollout of containers and bars on the strategic portfolio, connection lines will be drawn container to container only. Any dependencies involving bars will be surfaced and visualized at the strategic portfolio through the visualized parent container.
Can I expand / collapse containers on the strategic portfolio all at once?
With the initial rollout of containers and bars on the strategic portfolio, containers will only be available for expansion/collapse individually.