---
title: "Portfolio Planning Board"
slug: "portfolio-planning-board"
updated: 2023-04-18T12:48:54Z
published: 2023-04-18T12:48:54Z
canonical: "success.panaya.com/portfolio-planning-board"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://success.panaya.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio Planning Board

Your Release Dynamix Portfolio Planning Board allows you to quickly **drag & drop** Requirements on the **whiteboard** to define your Release plan. It combines development items from multiple projects and releases. If you need, use **filtering options** to narrow down the items on the board.

## Portfolio View

### **Planning Board**

Easily **drag & drop** from your backlog Plan and assign to Projects & Releases![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639859527944.png)

### **Portfolio List**

Allows to **Create &** **import** new Requirements, as well as sorting & filtering before **editing**, **assigning,** or **exporting.** [Click here to learn more about this view](/v1/docs/my-release-dynamix-portfolio). *![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639859516009.png)*

---

## **The Planning Board**

1. Click on the **Menu button** and click on your **account name**.  
Then click on the **Portfolio** **tab**.  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1681821931351.png)  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1681822010261.png)
2. Select **Board View**  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639651548193.png)
3. **Drag** from your **Portfolio** **Backlog** and -   
  
**Drop to a Release**  
**![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639859527944.png)**   
  
  
Before **reassigning** any Requirement, **drag it back to the Backlog first**  
  
A requirement **can only be assigned** -  
- From the **Backlog**   
- With **no linked Tests**  
  
**Drop to a Project** (Unscheduled) -  
**Expand** the **Unscheduled** section before you drop  
![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639651567254.png)

**No Releases?** [**Create one** or set reoccurring Releases](/v1/docs/how-to-create-a-new-release) **No Projects?** Turn on **Group Releases** ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639651575522.png)

---

## **Filtering Options**

Narrow down the board with the various **filters** to only display Requirements of certain **Status**, **Impact Risk**, **Owner**, **Project**, **Release,** etc. ![](https://cdn.document360.io/f404076c-de23-4609-848e-2dfd4ef701b0/Images/Documentation/image-1639651584636.png)

## Related

- [Portfolio List](/portfolio-list.md)
- [Approval Status Risk Indicators](/approval-status-risk-indicators.md)
- [Creating New Projects](/creating-new-projects.md)
- [Creating New Releases](/how-to-create-a-new-release.md)
- [The Projects & Releases View](/how-to-view-all-projects-and-releases-risk.md)
- [Release Risk Cockpit](/how-to-read-the-risk-cockpit-for-a-release.md)