Portfolios

Portfolios are a hierarchy object type. They are typically used to hold a collection of other portfolios or projects.


When would I use a Portfolio?


You would typically use a portfolio when you need to hold a collection of work that is larger than a typical project. For example, if you want to group all the initiatives for a given department you would use a portfolio.


What can I do with a Portfolio?


When you create a portfolio, it will allow you to aggregate information for all items within it. For example, if you create a portfolio with a number of projects which in turn have stories, features and tasks. The portfolio will allow you to run reports that show aggregate measures for all the work items under it.


To build up a portfolio you can add child work items. These will be either:

  • Child Portfolios or

  • Child Projects

You can also directly add Functional Objects to the portfolio. The functional objects you can add are as follows:


  • Attachments

  • Benefits

  • Comments

  • Dependencies

  • Funding Allocations

  • Ideas

  • Milestones

  • Reports

  • Risks

  • Issues

You can manage data against the portfolios using the following interfaces:

  • Element Board (if the portfolio has child projects)

  • Timeline


You can get the following reporting on Portfolios

  • Audit Logs

  • Status Reporting

  • Benefits

  • Dependencies

  • Features

  • Funding

  • Hierarchy

  • Ideas

  • Milestones

  • Portfolios

  • Projects

  • Risks and Issues

  • Stories

  • Tasks

  • Transactions

Recent Posts

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Adding New Objects

Adding a new object type is pretty simple in Element. Click the ADD '+' button on the Homepage. The add menu will open: Recent – Displays recent objects you've created or opened. Options – Displays al

Projects

Projects (sometimes known as Initiatives) are a hierarchy object type. They are typically pieces of work with a moderate to long time-frame. They are typically made up of Features, Stories and Tasks.

Element Object Types

Element manages work using what we refer to as 'Objects'. An object is a building block that can store pieces of data or other object types.

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