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.

Projects can either be connected to a Portfolio or directly to the company. However, please note that Projects can only be connected to one parent.

When would I use a Project?

You would typically use a project when you are running a distinct piece of work with fairly clear outcomes. This is typically something that would take between 3 months and 2 years to complete and will have a definitive start and end date.

What can I do with a Project?

When you create a project, it will allow you to aggregate information for all items within it. For example, if you create a project with a number of tasks which in turn have sub-tasks. The project 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:

  • Features,

  • Stories or

  • Tasks

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

  • Attachments

  • Benefits

  • Comments

  • Checklist

  • Dependencies

  • Funding Allocations

  • Ideas

  • Milestones

  • Reports

  • Risks

  • Issues

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

  • Element Board

  • Timeline

You can get the following reporting on Portfolios

  • Audit Logs

  • Status Reporting

  • Benefits

  • Dependencies

  • Features

  • Funding

  • Hierarchy

  • Ideas

  • Milestones

  • Projects

  • Risks and Issues

  • Stories

  • Tasks

  • Transactions

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

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