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!