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after addingresources or epicsFor your portfolio backlog, organize your portfolio by mapping the backlog elements. You can quickly add and group items in a hierarchy. Also drill up or down within the hierarchy, reorder and change the order of items, and filter hierarchical views.
In this article you will learn how to:
- Open Product Portfolio or Portfolio Portfolio
- View tree hierarchy
- Group backlog items using the Mapping panel
- Reparent elements by dragging thechange fatheroption
Observation
To understand the differences between backlogs, boards, task boards, and delivery plans, seePendants, boards and planes. If your backlog or dashboard isn't showing the work items you expect or want, check outSet up your backlogs and dashboards.
previous requirements
Backlogs are automatically created when you create a project or add a team. Each team has access to their own product, pipeline, and sprint backlog, as described inAbout agile teams and tools.
- You must connect to a project. If you don't have a project yet,create a.
- Must be added to a project as a member ofCollaboratorsoproject managerssecurity group. To be added,Add users to a project or team.
- To add or modify work items, you must have permissioninterestedaccess or higher. For more details, seeStakeholder Access Quick Reference.
- To view or modify work items, you must have yourShow work items in this nodemiEdit work items in this nodepermissions set forTo allow. By default, theCollaboratorsgroup has that set of permissions. For more information, seeSet permissions and access for job tracking.
- use thePlanningdashboard, the sprints you want to assign work to must have been selected for your team by a team admin. For more information, seeDefine iteration paths (sprint) and configure team iterations.
Observation
Users withinterestedaccess to a public project has full access to the backlog and dashboard features, just like users withbasicaccess. For more details, seeStakeholder Access Quick Reference.
- You must connect to a project. If you don't have a project yet,create a.
- Must be added to a project as a member ofCollaboratorsoproject managerssecurity group. To be added,Add users to a project or team.
- To add or modify work items, you must have permissioninterestedaccess or higher. For more details, seeStakeholder Access Quick Reference.
- To view or modify work items, you must have yourShow work items in this nodemiEdit work items in this nodepermissions set forTo allow. By default, theCollaboratorsgroup has that set of permissions. For more information, seeSet permissions and access for job tracking.
- use thePlanningdashboard, the sprints you want to assign work to must have been selected for your team by a team admin. For more information, seeDefine iteration paths (sprint) and configure team iterations.
Observation
interestedAccess users for a private project cannot drag items to map, relink, or assign their sprint.
Observation
interestedaccess users cannot drag items to map or re-link them or assign their sprint.
Open your backlog in the web portal
In your web browser, open the product portfolio.
(1) Make sure you have selected the correct project, (2) chooseBoards>Unfinished businessand then (3) select the correct team from the team selection menu.
To select a different backlog, open the picker and choose a different team, or select theView backlog directoryoption. Or enter a keyword in the search box to filter the team's backlog for the project.
Advice
Choose the
star icon to bookmark a team's pending work. Favorite artifacts (favorite icon) appear at the top of the equipment selection list.Make sure you have selectedStories(for agile),Problems(for Basic),pending items(for Scrum) theRequirements(for CMMI) as the accrual level.
(Optional) To choose which columns should be displayed and in what order, choose the button
stock icon and selectcolumn options. For more information, seeChange column options.
star icon to bookmark a team's pending work. Favorite artifacts (
favorite icon) appear at the top of the equipment selection list.
stock icon and selectcolumn options. For more information, see
(1) Make sure you have selected the correct project, (2) chooseBoards>Unfinished businessand then (3) select the correct team from the team selection menu.
To choose a different team, open the picker and select another team, or choose the
Explore all delaysoption. Or, you can enter a keyword in the search box to filter the team's backlog for the project.Advice
Choose the
star icon to bookmark a team's pending work. Favorite artifacts (favorite icon) appear at the top of the equipment selection list.Make sure you have selectedpending items(for Scrum),Stories(for Agile) theRequirements(for CMMI) as the accrual level.
(Optional) To choose which columns should be displayed and in what order, choose the button
stock icon and selectcolumn options. For more information, seeChange column options.
Explore all delaysoption. Or, you can enter a keyword in the search box to filter the team's backlog for the project.
In your web browser, open your team's portfolio. (1) Select the team in the project/team selector, choose (2)Work, (3)delays, and then (4) the accumulation of products, which ispending items(for Scrum),Stories(for Agile) theRequirements(para CMMI).
To choose a different team, open the team/project selector and select a different team or choose theTo navigateoption.
Observation
The images you see on your web portal may differ from the images you see in this article. These differences are the result of updates made to your web application, options you or your administrator enabled, and the process you chose when creating your project:Agile,basic,Scrum, oCMMI. The Basic process is available withAzure DevOps Server 2019 Update 1and later versions.
Show parent tasks and expand tree hierarchy
You can set various options for displaying pending work items using thesee optionsmenu. To learn which options to set based on the tasks you want to perform, seeSet up your backlog view.
To view the Parents or a tree hierarchy, choose the
display and slide options iconCountryforAbout.The hierarchical view is displayed. In this view, you can change the parent by dragging a child onto a new parent.
use the
Expandmi Collapseicons to expand or collapse a hierarchy level.
display and slide options iconCountryforAbout.
You can set various options for displaying pending work items using thesee optionsmenu. To learn which options to set based on the tasks you want to perform, seeSet up your backlog view.
To view Parents or a tree hierarchy, select
see optionsand slideCountryforAbout.The hierarchical view is displayed. In this view, you can change the parent by dragging a child onto a new parent.
use the
Expandmi Collapseicons to expand or collapse a hierarchy level.
On the product rollup page, defineCountryforshowwhen you want to drill down or drill down within the hierarchy. You can also drag items to rebuild items in this view.
use the
Expandmi
Collapseicons to expand or collapse a hierarchy level.
Assign items to group them into a resource or epic
If you've already created your backlog and now want to organize it, you can do it more easily by assigning child items to parent items.
Choose
see optionsand selectCartography.The Mapping panel is displayed immediately.
Find non-parent dangling items that might appear at the end of the main set of dangling items. Parents must be enabled in the display options.
To allocate resources to epics, select theCharacteristicsproblems in the problem picker. The Epic Mapping panel will appear automatically.
Choose
see optionsand selectCartography.The Mapping panel is displayed immediately.
Find non-parent dangling items that might appear at the end of the main set of dangling items. Parents must be enabled in the display options.
To allocate resources to epics, select theCharacteristicsproblems in the problem picker. The Epic Mapping panel will appear automatically.
To assign a backlog item to a feature, you first enable mapping of its backlog (backlog items, stories, or requirements). Then locate the group of non-parent hangers by turning theCountrycontrol toshow. Non-parent to-dos will appear at the bottom of the main set of to-dos.
Drag the elements that currently have no parent to the resource they belong to. Additionally, you can drag a backlog item to a different resource to change its parent item. This mapping creates parent-child resource links to user stories, which are captured in the
guide (links).
You can select multiple backlog and sprint backlog items in the same way asmultiple select items from query results.
It's the same process for allocating resources to epics. From the resource stack, drag resources to an epic listed in the mapping panel.
Change main task and reorder items
When you need to change the order or grouping, drag the item to the new location.
You can change an element's parent using the assignment panel or drag it within the hierarchy to change its parent.
You can only reallocate pending items to other resources and resources to other epics.
Also, to change the priority of an item within a group, drag the item up or down in its hierarchical group.items moved in order of priority in your backlog.
Limitations in reordering the backlog belonging to other teams
If you find that you cannot reorder a backordered item, make sure the
The information icon appears in the first column, as shown in the following image.
You can reorder items that belong to other teams, but you can't reorder items that belong to other teams. For more information, seeBacklogs, portfolios and agile project management, work with multi-team ownership of backlogs.
Change a parent of multiple pending items
From a product backlog or portfolio, you can select multiple work items and chooseChange father...to link items to a parent work item.
Add backlog levels and dashboards
If you need more than two order booklets, you can add up to two more for a total of five order book levels.
You can add them by customizing your process, adding new types of work items, and then setting up your backlogs and boards. You can also add or modify fields defined for a work item type (WIT) or add a custom WIT. For more details, seeCustomize an inheritance processmiCustomize your backlogs or dashboards (inheritance process).
You can add them by customizing your legacy process or by modifying your XML definition files. You can also add or modify fields defined for a work item type (WIT) or add a custom WIT. To learn how to do this, see the following articles based on the process template used to update your project:
Inheritance process model:
- Customize your backlogs or dashboards for a process.
- Customize an inheritance process.
Local XML Process Model:
- Customize Job Tracking
- Add portfolio issues
- Customize the local XML process template
You can add them by defining additional work item types and customizing process settings. You can also add or modify fields defined for a work item type (WIT) or add a custom WIT. For more information, seeCustomize the local XML process templatemiAdd a Portfolio Accumulation Level.
View summary progress, counts, or totals
Product and portfolio backlogs support cumulative column display. You can add one or more cumulative columns to display progress bars, descending work item counts, or totals for selected numeric fields. Your settings persist for each custom page and are only valid for your views.
progress barsindicate the percentage of children within a hierarchy that are closed or completed.accountdisplay the total number of child elements. AND,Totalsprovide a sum of numeric fields such as Effort, Story Points, Completed Work, or Remaining Work of descendant items.
For example, here are the progress bars for a portfolio buildup.
Related Posts
- Set resources and epics
- Set up your backlog view
- Work with multi-team ownership of backlogs
- Select to-do navigation levels for your team
- Product accumulation controls
- Filter pending products and portfolio
- keyboard shortcuts
FAQs
What is portfolio plan in Azure DevOps? ›
Portfolio Plans allows you to report, across multiple projects, the status of all Epics. Furthermore, it also allows you to change the start date, finish date and the duration by a simple drag´n´drop motion. To get started you should first install the extension from the Azure DevOps marketplace (LINK).
How do I organize my Azure DevOps backlog? ›Open your backlog from the web portal
(1) Check that you've selected the right project, (2) choose Boards>Backlogs, and then (3) select the correct team from the team selector menu. To select another backlog, open the selector and then choose a different team or select the View Backlog directory option.
- Basic. Choose Basic when your team wants the simplest model that uses Issues, Tasks, and Epics to track work. ...
- Agile. Choose Agile when your team uses Agile planning methods, including Scrum, and tracks development and test activities separately. ...
- Scrum. ...
- CMMI.
An extension is an installable software unit that adds new capabilities to your projects. Find extensions in the Azure DevOps Marketplace. Extensions can support planning and tracking of work items, sprints, scrums, and more and collaboration among team members.
What 5 things should be included in your portfolio? ›As you begin to create your portfolio, there are several different categories that you should consider: Personal Information, Values, Personal Goals and History, Accomplishments and Job History, Skills and Attributes, Education and Training as well as Testimonials and Recommendations.
How do you organize product backlog items? ›The product backlog is arranged according to the progress toward the implementation: There are features, tasks, tasks in progress, and executed tasks. A backlog is constructed so that the high-priority items appear at the top of the list, and the least important features are at the bottom.
How do you organize a product backlog? ›- Determine a bucketing system for organizing items on your backlog. ...
- Arrange the top items on your product backlog to represent your next sprint. ...
- Don't include any task lower than second-level priority on the backlog.
Wondering what the difference between Azure Boards vs. Planner is? The MS Azure Boards app is suitable for scrum teams that need to manage complex projects, whereas Planner is more suitable for simple task management.
What is the difference between Azure boards and backlog? ›With list backlogs, you can quickly develop your project plan, group and prioritize work, and make bulk updates on selected work items. With boards, you can quickly update status and fields displayed for each work item. And with plans, you can monitor progress, deliverables, and dependencies across several teams.
Is Azure boards better than Jira? ›Azure DevOps is the better tool if you just want to get something up and running quickly. Jira, on the other hand, will provide you with the tools you require if you know exactly what you need. In terms of traceability, Azure DevOps takes the lead.
What is a portfolio plan? ›
A portfolio plan is an overall strategy that guides day-to-day decisions on investing. The plan specifies the mix of investments, from very conservative to very risky, that is most likely to get the investor to specific financial goals. Risk tolerance is a key consideration in a portfolio plan.
What is portfolio vs product backlog? ›Product and portfolio backlogs
A product backlog represents your project plan, the roadmap for what your team plans to deliver. Your backlog also provides a repository of all the information you need to track and share with your team. Portfolio backlogs allow you to group and organize your backlog into a hierarchy.
Portfolio Sync – The Portfolio Sync provides visibility into how well the portfolio is progressing toward meeting its strategic objectives and may include reviewing value stream and program execution and governance of other portfolio investments.
How do I make a DevOps portfolio? ›- Create a Simple Website.
- Create a Simple Web Server.
- Improve Jenkins Remoting.
- Create Default Base Images with Docker.
- Build Java Applications with Gradle.
- Create a CI/CD Pipeline for . ...
- Implement DevOps Lifecycle with AWS.