Portfolio Swimlane is a special type of a Smart Lane that you can use to visualize and manage cards. The two key features that the Portfolio Lane provides are:
- Use of the horizontal axis to depict progress completion of cards. So, a card which is further down the right side of the portfolio lane further along in terms of % completion than cards to its left.
- Cards in the Portfolio Lane will automatically move forward, from 0% to 100% completion.
So, the Portfolio Lane is a special type of a lane on the board, where the horizontal position of cards in the lane visually communicates the % progress of those cards, making it easy for stakeholders to track the progress of crucial initiatives, programs, or projects.
As you see above, the Portfolio smart lane has 3 columns – Ready, In-Progress, and Done. (For obvious reasons, it can only have these 3 columns). The parent card is placed in the In-Progress column based on the absolute value of its % progress completion.
Pre-5.0 SwiftEASe Release, the movement of cards in the Portfolio Swimlane was set as per the following four options:
- Tracking Parent Card Based on its Child Cards
- Tracking Card on the Portfolio Lane Based on its To-Do’s
- Tracking the Parent Card Based on the To-Do’s of its Immediate Child Cards
- Tracking Cards Manually
Note: If are already using the Portfolio lane pre-5.0 release, then we recommend you go through this help page to understand the migration impact on the existing Portfolio lanes after-5.0 Release. Post-5.0 SwiftEASe Release and the progress of a card in the Portfolio Swimlane is set as per the following two options:
- Card % Progress
- Child % Progress
To better understand the above two options, we recommend you go through this help page on the % Progress attributes and its preferences.
The Portfolio feature is only available with SwiftEASe Enterprise License. Please make sure you have the Enterprise license if you wish to use this feature. If you are a SwiftEASe Team or Group License subscriber and would like to use the Portfolio, you will need to upgrade to the SwiftEASe Enterprise License. For more information on the pricing, please refer to this page. To avail of the Enterprise License, please contact us at firstname.lastname@example.org.
Using the Portfolio Lane
Adding a Portfolio Lane to your Board
To add a Portfolio lane on your Work board, do the following:
- Go to the Board Editor by clicking on Board Editor on the left menu.
- Click Add Smart Lane.
- In the Smart Lane Settings, select Portfolio as Lane Type.
- Select the Percent Progress Type for the cards to move on the Portfolio Swimlane. As per your selection Card % Progress or Child % Progress, the cards will move in the In Progress slider of the Portfolio lane.
- Enter other details and click Submit.
- Return to the Work Board. The Portfolio smart lane is displayed on the Work board.
Tracking Cards in the Portfolio Lane
You can set the movement of the cards in portfolio swimlane as per the Percent Progress Type selection i.e. Card % Progress or Child % Progress. Depending on the values set on these fields, your cards in this lane will move from In-progress to the Done column. To know more about the % Progress preferences set in the attributes, click here.
For example, consider your Portfolio Swimlane includes 3 parent cards THM1, THM2, and THM3. The Percent Progress Type selected for this Portfolio Swimlane is Card % Progress. Now, the cards in the Portfolio lane will move only as per its Card % Progress value. But if the Percent Progress Type for this Portfolio Swimlane is changed to Child % Progress, then as per the values derived out of the preference set for the Child % Progress of its child cards, the cards in Portfolio Swimlane will move to the in-progress column or done column.
Some more important points to remember:
- Cards can be added only in the Backlog or Ready column of the Portfolio lane.
- Cards will be in Ready column till its Card % Progress and Child % Progress values are 0%.
- No manual maneuvering of the parent card is allowed in the Portfolio lane.
- WIP cannot be set for any column of the Portfolio lane.
- If cards of the same Card Type are flowing through multiple Portfolio lanes in a Work Board, and each of the swim lanes has different preference settings, then SwiftEASe will pick up that Portfolio lane preference setting using which a maximum number of open cards are currently flowing and apply the above logic for that Card Type across other Portfolio Swim lanes.
Consider this scenario:
- If a Work Board has 3 Portfolio Swim lanes, Lane A, B, C.
- The Portfolio Base for Lane A is Card % Complete, B is Child % Complete and C is Manual.
- There are 21 portfolio cards of card type User Story in Lane A, 10 cards of the same card type in Lane B and 5 cards of the same card type in Lane C. All these cards across Lane A, B, C are in “In-Progress” column (which means they are flowing).
- In such a case, the % progress of User Story Card Type will be Portfolio Base of Lane A (which is Card % Complete) because Lane A currently has the maximum number of “in-progress” User Story cards.
You can change the “Card % Progress” and “Child % Progress” calculation methods for any of your Card Types anytime from the Board Editor. However, any OPEN cards will NOT be recomputed after the change. Therefore, if there is any change in the value of the Card % Progress and Child % Progress field due to the modified settings, they will be updated only after you perform a relevant operation on the card.
For example, if you have changed the preference for “Card % Progress” from Manual to Percentage of My Card ToDos completed for card type User Story, then the calculation of a User Story card will not be updated due to the change in the preference till you add a To-Do or close an existing To-Do in that card.