Portfolio Planning Board
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Portfolio Planning Board

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    Light
  • PDF

Your Release Dynamix Portfolio Planning Board allows you to quickly drag & drop Requirements on the whiteboard to define your Release plan.
If you need, use filtering options to narrow down the Requirements on the board.

Portfolio View

Planning Board

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

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.


         




The Planning Board

  1. Log in to Panaya
  2. Use the Menu button to select your Portfolio
  3. Select Board View
  4. Drag from your Portfolio Backlog and - 

    Drop to a Release
     


    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

 

No Releases?
Create one or set reoccurring Releases
No Projects? Turn on Group Releases 



Filtering Options

Narrow down the board with the various filters to only display Requirements of certain Status, Impact Risk, Owner, Project, Release, etc.