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Is anyone using advance roadmap for strategic portfolio planning? What is hierarchy used?

Curious if anyone is using Advance Roadmap for early strategic development of portfolio, say 3-5 years out where concepts are just being developed and the focus is on what and why versus how.

2 answers

  1. Strategic Goals - Vision, Strategic Goal
  2. Type of Budget - Program, Focus area, Fixed budget
  3. Type of Work  - Project, discovery/experiment, Assignment and Line-work
  4. Epic / Feature
  5. Story
  6. Sub-task


In most cases, this provides the flexibility you need for a mix of situations across the organization. Each of the additional levels can be extended with more types as you need it. For example you could have SAFe levels there like ART and Large Solution.

are these out-of-box type names? or need to create them myself?

These are just my setup :)

You need to create them yourself.



I'm just starting to test and use it. Currently I plan to create a hierarchy like

  • Portfolio
  • Goal 
  • Epic


After few months, I come to this :

I created Initiatives on top of Epics.

Initiatives represent a Project (for my portfolio). Each project may be filled of Epics that represent large blocks of functionalities to be done. The link between Initiatives and Epics is done in Advanced Roadmap.
For one project, Epics can come from a Jira project (for example the team's project) or from the Portfolio project itself (directly under the Initiative. 

The Epics are blocks than can be planned in advanced Roadmap.


I do not use any level on top of inititive because the relationship is 1-1. I would rather be able to let one project fall under various baskets for portfolio planning. So I created a custom field using labels instead. So I can sort and group projects.

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