EPICs are not available under Project portfolio lens

Shantharao
Kilo Sage

Hi All,

When I try to create a Project Portfolio lens in SPW, I can't see the EPIC visibility on the roadmap, UTAH it was there but in Vancouver it is been missing,
Any ideas will be appreciated, thanks

please find the screenshot for your reference

Shantharao_0-1699369341205.png

 


Thanks for your support in fixing the issue in Vancouver

1 ACCEPTED SOLUTION

Kelsey Douglas
Tera Guru

You need to add "Epics" to the Lens you wish to use. Navigate to All>Strategic Planning>Lenses and click the record of the lens you want to configure, in this case it looks like "Project Portfolio". Use the Planning Items slushbucket to add Epics, or any other available planning items you wish to include in the lens, and save the record. Now, when you go to the Strategic Planning Workspace, and select the lens you configured, the planning items you chose will be available. 

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5 REPLIES 5

Kelsey Douglas
Tera Guru

You need to add "Epics" to the Lens you wish to use. Navigate to All>Strategic Planning>Lenses and click the record of the lens you want to configure, in this case it looks like "Project Portfolio". Use the Planning Items slushbucket to add Epics, or any other available planning items you wish to include in the lens, and save the record. Now, when you go to the Strategic Planning Workspace, and select the lens you configured, the planning items you chose will be available. 

Hi @Kelsey Douglas,
How can we show the dependencies between the planning items in the road map of SPW
Thanks

In the roadmap tab of SPW, if you click on the gear icon on the far right hand side, it will open the "Personalize" menu. Scroll down to where it says "Dependencies". Here you can choose to view dependencies and view dependency lines (which displays as a line between two planning items on the roadmap). You can also select a planning item, and click on the "i" icon for item details for that specific planning item. If you click on "More", a drop down will appear, and you can select "Dependencies", from there you can view any dependencies that already exist for that planning item, and you can click the "+" on the top right to add a new dependency for that item. 

Hi @Kelsey Douglas 
Will the Variable information filled on the SPW workspace be stored on which table?
I am curious to know the information about the below screenshot filled on the "Details" section on the SPW

Shantharao_1-1706207975981.png

 

Thanks