SwiftKanban Knowledge Base

Tracking Card Progress Using Portfolio Lane in the New Board Layout

Important Information: By reading this Help page, you will get to know how to track card progress using the Portfolio lane in the New Board Layout. If you want to manage the same in the Old Board layout, see this Help page.

Portfolio Swimlane is a special type of Smart Lane that you can use to visualize and manage cards. The two key features that the Portfolio Lane provides are:

  1. 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 along in terms of % completion than cards to its left.
  2. Cards in the Portfolio Lane will automatically move forward, from 0% to 100% completion.

So, the Portfolio Lane is a special type of 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 – ReadyIn-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.

The Portfolio Swimlane is set as per the following two options:

  1. Card % Progress
  2. Child % Progress

To better understand the above two options, we recommend you go through this help page on the % Progress attributes and its preferences.

Acquiring License for Portfolio

The Portfolio feature is only available with SwiftKanban Enterprise License. Please make sure you have the Enterprise license if you wish to use this feature.  If you are a SwiftKanban Team or Group License subscriber and would like to use the Portfolio, you will need to upgrade to the SwiftKanban Enterprise License.  For more information on the pricing, please refer to this page. To avail of the Enterprise License, please contact us at sales@digite.com.

Using the Portfolio Lane

Adding a Portfolio Lane to your Board

To add a Portfolio lane on your Kanban board, perform the following steps:

  1. From the top menu bar, click the Board Settings  icon. The Board Settings page is displayed.
  2. On the Board Settings page, click the Board Editor tile. The Board Editor page is displayed.
  3. Click the Add Lane icon on an existing lane. The Smart Lane Settings window is displayed.
  4. In the Smart Lane Settings window, select Portfolio as Lane Type.
  5. 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.
  6. Enter other details and click Submit.
  7. Return to the Kanban Board. The Portfolio smart lane is displayed on the Kanban 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, see this Help page on % progress preference.

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:

Consider this scenario:

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 Card % Progress and Child % Progress field value 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.

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