Portfolio Analysis - Board, Roadmap & Dashboard

Updated Aug 29, 2019

This article explains additional Portfolios pages.


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.


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

Portfolio Dashboard

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