Have you sunk your teeth into the new Agile Portfolio Management
capabilities of our latest release yet?
One question that we've been asked frequently is, "How do I handle Investment Themes?" Investment Themes
represent company initiatives and are comprised of several epics.
A custom drop/down on the epic asset provides a useful way to capture an epic’s investment theme. The drop/down will be available as a filter, so people who care about a particular investment theme can filter the Epicboard and Epic Tree pages. As for reporting, VersionOne Analytics automatically supports custom drop/downs. Portfolio Managers can easily ask questions like, "How much time are we allocating across each of our Investment Themes?"
Let us know how this approach works for you!