How to: Apply Filters to an Agility Portfolio Tree


How can I get a better understanding of the filters available on the Agility Portfolio Tree view?


As with any part of the application, Filters can be used to narrow down the data presented in the Portfolio Tree. 

Steps to Follow

  1. Click Portfolio > Planning > Portfolio Tree
  2. Click or start typing in the filter field, and then select any of the filter options
  3. Repeat the previous step to apply more filters, and then click Apply when done


The More Filters will display only what matches that filter explicitly. The predefined ones will show the children of all the parents that match that filter.


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