Above a single project
Portfolio and enterprise views above the project
Three levels, one set of issues
Portfolio profile
A portfolio is a first-class record with its own profile, documents and discussion, not just a filter on a project list.
Portfolio backlog and board
See and plan the work of every project in the portfolio together, using the same board and backlog you already know.
Enterprise backlog and board
The same view across the whole company, for whoever needs to see everything at once.
Projects belong to a portfolio
A project carries its portfolio, so the grouping is a property of the work rather than a saved search someone has to maintain.
Mentions and discussion at portfolio level
Comment on a portfolio profile and mention people the same way you would on a project, with the same email notification.
Permissions per level
Portfolio and enterprise views are separate permissions, so seeing everything is something you grant deliberately.
Why the levels are separate permissions
The enterprise board is a genuinely different kind of access: it shows work from projects a person may have no access to individually. Making it its own permission means the decision to grant a company-wide view is explicit rather than a side effect of a role someone was given for another reason.
One set of issues, three windows
Nothing is duplicated at portfolio or enterprise level. These are views over the same issues, with the same keys and the same history, which is why an issue moved on the enterprise board is moved everywhere.
Related
Project management
The board, backlog and issues underneath
Reports and analytics
Rolling up delivery across projects
For delivery managers
Running several engagements at once
Or go back to all features.
Try it against your own work
A workspace takes a couple of minutes to create. Put one real project in it and see whether this shape matches how your team already works.