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The Portfolio report is most commonly used for an at-a-glance view across teams and strategic initiatives to see what’s on track, what needs your attention and improve alignment with product stakeholders.

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Table of Contents

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Understanding the Report

The report enables engineering and product leaders easily visualize actual to forecast delivery dates and trends for key roadmap items and deliverables. With this insight, leaders gain data-driven insight where the teams need support and effectively communicate with fellow stakeholders to manage expectations and prioritize initiatives.

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Note: All settings and sorting applied will carry over when viewing the portfolio report in “Timeline” mode.

Columns:

The “Columns” option in the Portfolio report will allow you display or hide default columns in the portfolio report, add fields based on availability in your Jira or ADO instance, and reorder them by dragging and dropping the rows.

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