Hello Digital.ai Community,
I have a question regarding the management of Portfolio Items that span more than one Program Increment (PI). Specifically, I am looking for guidance on how to address the planning level in such scenarios.
Here are my questions:
Should we use the Split Portfolio Item feature to track the item from one Planning Level to the next?
Alternatively, should we just update the Planning Level for the Portfolio Item?
Additionally, if we choose the former approach:
Will the status of the split Portfolio Item be reflected in the original item?
Considering that we aim to close Planning Levels when activating a new one, how should we reflect the status of the original Portfolio Item? Should we:
Mark it complete and close it?
Keep it open?
Leave it as In Progress and reopen the planning level when the split Portfolio Item is complete? (This approach might skew metrics.)
I have reviewed the advice on this page, but it does not address my specific questions.
Any insights or best practices from the community would be greatly appreciated!
Kindly,
Donie