Portfolio List
  • 1 Minute to read
  • Dark
    Light
  • PDF

Portfolio List

  • Dark
    Light
  • PDF

Your Release Dynamix Portfolio allows you to quickly create and manage all demands coming in from various channels.
Use the Portfolio list as a filtered report and export to Excel, or use our easy drag & drop whiteboard to set the Release plan.

Portfolio View

Portfolio List

Create & import new Requirements
Sort & filter to edit, assign, or export

 

Planning Board

Easily drag & drop from your backlog
Plan and assign to Projects & Releases

Click here to learn about the Planning Board view

 




Portfolio List

  1. Log in to Panaya
  2. Click on the Menu button and select your Portfolio




Create or Import New Requirements




Edit or Delete

  1. Check one or more Requirements
  2. Select to Edit or Delete




Assign

Assign to an Owners, a Project, or to the Backlog -

  • Select from the list and then Assign or Project Assignment





View Requirement Details & Test Plan

  • To view a Requirement, click on its ID, Title or simply Double Click 
  • To view a Requirement Test Plan, click on the number of Tests




Sort & Filter

This view allows to sort and filter Requirements from all Projects and Releases.
Use the various filters to display Requirements of certain Status, Impact Risk, Owner, Project, Release, etc.

 



Export List

Export your filtered list with the Export to Excel button