Initiatives & Portfolios

Initiative Type

An Initiative Type allows to characterize the nature of an Initiative, for instance “Project” or “Enhancement”.

Add an Initiative Type

  1. Click on the icon of the “Initiative types” panel,
  2. Enter for each language a name and a description,
  3. Check the “Selectable” box if the Type is active,
  4. Save.

Edit an Initiative Type

  1. Click on the icon for the wished Type in the “Initiative types” panel,
  2. Edit the attributes,
  3. Save.

Remove an Initiative Type

  1. Click on the icon for the wished Type in the “Initiative types” panel,
  2. Confirm that you want to delete this Initiative Type.

Release Type

An Release Type allows to characterize the nature of an Release, for instance “Release IT1”.

Add a Release Type

  1. Click on the icon of the “Release types” panel,
  2. Enter for each language a name and a description,
  3. Check the “Selectable” box if the Type is active,
  4. Save.

Edit a Release Type

  1. Click on the icon for the wished Type in the “Release types” panel,
  2. Edit the attributes,
  3. Save.

Remove a Release Type

  1. Click on the icon for the wished Type in the “Release types” panel,
  2. Confirm that you want to delete this Release Type.

Dependency Type

A Dependency Type allows to characterize the nature of an Initiative/Release's Dependency, for instance “Precedes” or “Blocks”.

A Dependency Type is defined by a 2-directions relation. For example we can say:

  • The Initiative/Release 1 precedes the Initiative/Release 2
  • The Initiative/Release 2 follows the Initiative/Release 1

This relation is defined by a unique Dependency Type with name “Precedes” and contrary “Follows”.

Add a Dependency Type

  1. Click on the icon of the “Dependency types” panel,
  2. Enter for each language a name, a contrary and a description,
  3. Check the “Active” box if the Type is active,
  4. Save.

Edit a Dependency Type

  1. Click on the icon for the wished Type in the “Dependency types” panel,
  2. Edit the attributes,
  3. Save.

Delete a Dependency Type

  1. Click on the icon for the wished Type in the “Dependency types” panel,
  2. Confirm that you want to delete this Type.

Portfolio type

A Portfolio Type allows to characterize the nature of a Portfolio, for instance “Program” or “IT”.

Add a Portfolio Type

  1. Click on the icon of the “Portfolio types” panel,
  2. Enter for each language a name and a description,
  3. Check the “Selectable” box if the Type is active,
  4. Save.

Edit an Initiative Type

  1. Click on the icon for the wished Type in the “Portfolio types” panel,
  2. Edit the attributes,
  3. Save.

Remove an Initiative Type

  1. Click on the icon for the wished Type in the “Portfolio types” panel,
  2. Confirm that you want to delete this Portfolio Type.