Agile Central - Queries: How to find parent and grandparent portfolio items as part of a Milestone

Products

• Rally On-Premise
• Rally SaaS

Issue/Introduction

We use the Portfolio Item Timeline app. How can we filter for Features that belong with upper level portfolio items which are part of a certain Milestone?

For example:
1. Portfolio Hierarchy:
Theme -> Initiative -> Feature.
How can we filter for Features under Initiatives that are part of a milestone based on the milestone's name?

2. Portfolio Hierarchy:
Theme -> Epic -> MBI -> Feature
How can we filter for Features under Epics that are part of a milestone based on that milestone's FormattedID?

Environment

Release:
Component: ACSAAS

Resolution

For Question/Example 1:
Use: (Parent.Milestones.Name = "Milestone_2")
Notice the .Milestones reference is on the 'Parent' of the object you're targeting. If you're targeting Features then this Parent refers to the Initiative. You can then change the drop-down of your target object in the app to Initiative and then this query will refer to Themes.

 

For Question/Example 2:
Use: (Parent.Parent.Milestones.FormattedID= "MI456")
Notice the .Milestones reference is on the 'Parent.Parent' of the object you're targeting. If you're targeting Features then this Parent refers to the Epics.