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Need to use Solution layer for a portfolio only. How to enable it for that portfolio only?

We need to use Solution layer for a portfolio only. How to enable it for that portfolio only and disable it for other portfolios?

Pls. suggest the correct configurations to be done under Administration>Settings>Platform>Solution.

For a Program which does not have Solution level, should have Epic as a Screenshot.pngparent work item not Capability.

Pls. suggest

1 answer

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Answer accepted

There may be two parts to your question.

  1. The first is about using the Solution layer in your Team structure. (Portfolio-Solution-Program-Team)
  2. The second is about using the Capability in your Work structure. (Epic-Capability-Feature-Story)

You can have the Solution level in your Team structure without requirement the Capability in your Work structure.

To create a Solution within a specific Portfolio:

Go to Administration

Go to Programs; Click "Add Program"

In the Program Detail Panel, select the Portfolio you want to add the Solution to.

In the Solution dropdown, pick Yes

That will create the Solution. Then when you add new Programs to that Portfolio, you can specify they belong to that Solution.Screen Shot 2021-11-29 at 12.14.46 PM.png

 

If you want to use Capabilities, you can turn that on for specific Portfolios. Then only those Portfolios will have that extra work layer. And, as you mention in your question, any Features in that Portfolio will have to have a Capability as a parent object, and that Capability will have an Epic as its parent.

To turn on Capabilities for a Portfolio

Go to Administration

Go to Platform

Pick "Portfolio Specific Configuration"

Pick the Portfolio you want to use Capabilities

In the "Enable Capabilities" dropdown, select Yes

Screen Shot 2021-11-29 at 12.18.47 PM.png

Thanks @Rich Sparks for a prompt and comprehensive response!

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