Work prioritization in Portfolio Planning
Prioritize work that is relevant for your portfolio using a centralized Workspace in Portfolio Planning. Review and determine the right work to invest in.
Before scheduling the roadmap for your portfolio plan, it’s helpful to first know the existing and upcoming workload. Having all the work items listed at one place helps you understand the overall work pipeline. The consolidated view enables smoother backlog grooming so that you easily review and decide which items must be prioritized.
Using the Prioritization tab in the workspace, you can review all the new and existing work for your portfolio plan, representing its backlog. To help you review the workload efficiently, Prioritization provides information for each work item such as the associated goal, planned costs, and planned benefits. Using these data points, you can stack-rank the items and decide which items are to be prioritized over the others.
- Prioritization tab
Planning items are listed in a grid format. You can stack-rank the items, group them by a desired attribute, and sort them based on their priority by using the drag functionality.
Alternatively, you can use the Hierarchy tab to review and manage your backlog.
- Hierarchy tab
This tab displays how work in the current portfolio plan is aligned with respect to entities of other lenses. Using the lens switcher, you can change the perspective in which you view the alignment of the work. Using the timeline section of the view, prioritize work effectively by gaining visibility into the schedule and dependencies between the planning items.
For example, as a portfolio manager, you can view the projects and demands created for your portfolio all in one place, as your portfolio's backlog. If your portfolio must take up a new project, you can add it to this backlog directly. These items are marked as New for easy identification. If you are in discussion over certain items with your stakeholders, mark them as In Review until you decide on its priority. After you decide which items are ready to be worked on, mark them as Prioritized and they would be added to your portfolio roadmap. If you don’t want to pursue a project or a demand, mark it Cancelled.
To get started with managing your work pipeline in Portfolio Planning, see Prioritizing portfolio plan work in Portfolio Planning.