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Filtering Portfolio Items by Capacity Plans

  • 1.  Filtering Portfolio Items by Capacity Plans

    Broadcom Employee
    Posted Jan 11, 2024 05:07 PM


    The Rally Product team is happy to announce that you can now add a column and filter your Portfolio Items based on their Capacity Plan assignments.

    Screenshot of adding Capacity Plans as a column to the table.
    Items filtering by Plan Membership


    This allows you to search through your Portfolio Items to find items that are (or are not) part of specific plans.  This enables you to create dashboards or views to tell you things like:

    • Do I have work happening that is not part of my Capacity Plan?
    • Do I have my releases set for everything that I planned to do?
    • What is the status of the work my team committed to?  (Without having to see the full plan!)

    and many more.

    This filter is available on the Portfolio Items, Work views, Timeline pages as well as in text queries used in apps like Custom List 2.0.

    Thank you very much for your continued support
    -The Rally Product Team