In the project management community, there are many people discussing the steps towards Agile Portfolio Management – many of them think that only Scrum is a viable approach. Fortunately, there is a way to implement a Kanban Portfolio Board with Kanbanize.
When does this come in handy?
Most of us, who have tons of dynamic projects and sub-projects in the works, know that it is almost impossible to keep track of every moving part. There is a consistent need to be able to visualize an aggregated, compilation view or report that shows the overall status of the whole. This “bird’s eye view”, so to speak, of the project, allows us to see the current state of things, where they’re headed and how long they have been in the state we find them now. The huge benefit of this is being able to, in a timely manner, determine if given parts of the project are stuck and require our immediate attention.
Imagine you have a master project board where you track only features or epic-like work items. This is a main component of your work, as it brings value to the customer and you are particularly interested in keeping an eye on this area of development. You diligently populate the board with all features, but then need to somehow slice these big chunks of work into smaller items that teams can actually work on. It’s simple – you create a bunch of child tasks and move them to the Kanban boards of the respective teams. People work on the smaller work items (child tasks) and when all of them are done, the entire feature gets completed.
Sound good? This is how you would go about setting it up.
Define Links Between Kanban Cards
First of all, with Kanbanize you have the opportunity to define parent/child links between Kanban cards. Just go to the links tab of a card and create the link. This is how linked tasks look like on the Links tab:
Configure the Master Kanban Board
When you have created the parent/child relationships between the Kanban cards, then you need to configure the master board. To do that, simply enable links to be visible on the task itself:
To conclude, Kanbanize provides all that you need to implement your Portfolio. If you want to dig deeper, you should read the full blog here: