Portfolio Epics | Targetprocess - Visual management software

Portfolio Epics

With 3.13.0 we've introduced  an additional level to the work hierarchy named Portfolio Epics. This is a new entity type above an Epic in a Project.

Portfolio Epics

How Portfolio Epics are used

It’s supposed to be used for portfolio level planning and would be split into Epics and Features.

Portfolio Epics are very similar to Epics. You can assign several Teams, customize States and Fields, create Metrics, etc.

Taking into account that such a work item's implementation occurs over several Releases or Project increments, Portfolio Epics do not support Release/Iterations/Team Iterations planning.

There is no history tracked for Portfolio Epics yet, but it’s being implemented and will be released soon.

To enable Portfolio Epics, you will need to go to the Settings of the required process and find a new option in practices list.


Parent Entities

Portfolio Epic always belongs to a single Project. It is listed in Project field in Info panel.

Nested Entities

Portfolio Epic may have multiple nested Features and Epics. They are listed on Features and Epics tab correspondingly. A Feature may be related only to a single Epic.

User Stories and Bugs cannot belong to Epics directly. You have to assign User Stories and Bugs to intermediate Features that belong to a Portfolio Epic.

Effort and Progress Calculation

Total Effort of a Portfolio Epic having at least one Feature or Epic is always equal to total Effort of its Features and Epics.

Total time spent of a Portfolio Epic is always equal to the total time spent on its Features and Epics. It is not possible to submit Time record to a Portfolio Epic directly.

More information:

Details View

Portfolio Epic details view is quite familiar. It has usual properties and contains a list of related Features and Epics as well as Portfolio Epic progress tracking information. So now you can track progress on a higher level:

Detailed view

Portfolio Epic is quite similar to Epic entity and you can define terminology for Portfolio Epic, create custom fields, set permissions and customize its workflow:

Set up workflow

You can export Portfolio Epics, print them and access them via REST API, create Timelines with Portfolio Epics, etc.

Advanced Filters by parent Portfolio Epics

Advanced Filter for direct parent Portfolio Epic for Features or Epics:

?PortfolioEpic is "PE1"

Parent Portfolio Epic for Features

You may refer to direct Portfolio Epic of a Feature, or to Portfolio Epic of an Epic of the Feature:

?PortfolioEpic is "PE1"
?Epic.PortfolioEpic is "PE1"

Parent Portfolio Epic for User Stories

You may refer to direct Portfolio Epic of a parent Feature, or to Portfolio Epic of an Epic of the parent Feature:

?Feature.PortfolioEpic is "PE1"
?Feature.Epic.PortfolioEpic is "PE1"

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