what is the difference between Board, Project and Filter in Portfolio plans?

When creating a new plan in Portfolio, we can select one of 3 sources:

  • Board
  • Filter
  • Project

What is the difference and what to use in our plan ?


1 answer

This widget could not be displayed.

It's asking where you want to get your issue data from.  What issues do you want it to plan with? 

They all come back to filters behind the scenes though

  • Boards - select a range of issues using a saved filter - Portolio will reuse the filter the board is using
  • Filter - well, it's a saved filter
  • Project - these are issue containers, so when you select one of these, Portfolio uses a simple filter for "project = x"

What to use in your plan is up to you.  I can't tell you what to use, it's your data.  You need to decide what you want to plan with!

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