Portfolio++™
This extension extends Azure Boards with Roadmaps!
Built to help teams understand their work in 'context', Portfolio++ shows team members how their work lines up in Gantt Chart style views. Portfolio++ maps selected work items at the Epic and Feature level, showing work by date (across Projects) or Iteration Timeline (a Project).
Portfolio++ is available for FREE!
If you would like our help building Roadmaps please visit our Microsoft DevOps Consulting Services page here.
Portfolio++ Pro™
Portfolio++ Pro adds features that help Teams visualize more advanced program planning concepts. For example, Dependencies and Milestones. Portfolio++ Pro is available on a subscription basis.
NOTE: At this time, Portfolio++ Pro is currently offered on a Trial basis. The Trial subscription will continue until Portfolio++ leaves 'Preview'. We will send an email announcing GA, after which you will have 28 days to purchase a Paid Subscription.
Azure DevOps Server Installations may require additional changes to configuration settings to access Portfolio++ endpoints. Please review here. Please contact us for support at info@itrellis.com
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Portfolio++
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Portfolio++
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| Create Roadmaps Across Projects |
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| Filter and Show Epic / Feature Timelines |
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| Drill-through to Boards from any View |
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| Epic Status for Quality Assurance |
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| Supports Agile, Scrum, and CMMI Process Templates |
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| Supports Custom Work Items |
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| Shows Tags on Work Items |
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| Filter Work Items, Types, Dates and save Views |
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| Print .PNG Snapshots |
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| Show Dependencies (Predecessors, Successors) |
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| Set Milestones |
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| Set Roadmap Epic Order |
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Screenshots of Portfolio++
Create a Roadmap
Define your Roadmap
Filter your Views
Save your View
Card Options: show Story Points, Item Counts, Tags, Dependencies (Pro)
Set Date Range
Epic Status - Quality Check
Screenshots of Portfolio++
Show Dependencies
Set Milestones
Set Epic Order
Configuration Details
Requirements
- Project Organization Administrator is required to install Portfolio++
- Portfolio++ requires Azure DevOps Services or Azure Devops Server 2020
- Users need Analytics permissions please refer to this document.
- Azure DevOps Organization settings for Boards/Process should be Agile or Scrum
Constraints
- Roadmaps cannot cross Project Organizations.
- Roadmap permissions are managed through Azure DevOps Organization Settings, User Roles, Team affiliations, and Project Area access, i.e., if you have access to all the Project Areas that feed a Roadmap, then you can see it.
- In the Settings dialog, selecting ‘Manual’ requires that each Epic and Feature’s Start Date and Target Dates be defined, or be in an Itertion Path.
- In the Settings dialog, ‘Generated’ requires that at least one Epic or Feature’s backlog work items have been pulled into an Iteration.
Recommendations (Roadmaps work better when...)
- All work items are “parented” up to a Portfolio level work item, e.g. Epic or Feature, or Equivalent Custom Work Item)
- Refrain from type "nesting"; i.e. Epics that are children of Epics
- Backlog items should have Points or Hours (as appropriate) estimated when pulled into an Iteration Path
Limitations
ADO 2019 pre-Update 1 is not supported.
We believe that Azure DevOps 2019 Update 1 works, with two known issues.
However, we do recommend that you upgrade to Azure DevOps 2020, or Azure Services. If you cannot, and you continue to have problems, please let us know by sending an email to info@iTrellis.com.
Known issues:
- "Hosted XML" - At this time, the Hosted XML Process Template is not supported. This Process Template type does not provide the API function that Portfolio++ relies on. When you migrate your Hosted XML to the Inheritance Process, you will be able to use Portfolio++ in Azure DevOps. Please reference the Microsoft documentation for the process upgrade guidance.
- "Large Projects" - We have identified a known issues with large Projects, e.g. Projects that have more than 10,000 work items due to limitations in Azure DevOps Analytics.
Documentation and Help
Watch demo videos and learn about best practices with Portfolio++ on the iTrellis product page
Release Notes and new Feature requests
We are actively iterating on this project, and we greatly appreciate the feedback we have received from this community. We continue to release new features, and your feedback helps us prioritize our work. Please help us by submitting bug and feature requests. We have received some great suggestion for improvements from this community, many of which are reflected in the updates below.
Please reach out to us here.
