Hi, I have following configuration problem.
Thanks for support.
Hi @Tomasz Kołodziejczyk, you have basically two options to solve this (really depends on your preference):
1) Store initiatives in your projects, but filter them out from the board - basically what you were already thinking about, the only missing piece is that if you filter them out from the boards, you can add an additional Filter source to your Portfolio plan to include them there, so basically your Portfolio plan would have 4 sources, the 3 boards, and 1 custom filter, filtering for only the Initiative issue type from the 3 projects. Portfolio merges all sources together so you'll get exactly what you need. Benefit is that the initiatives are in your projects, you don't need an extra project.
2) Create a separate project to manage your initiatives and add that project as an additional source. Several users prefer this as it does not require to modify existing board queries, and also doesn't require the issue type to be added to those existing projects. also, you could use this extra project to manage a backlog of your initiatives, for example if they go through a particular workflow like business approval, high-level design etc. before being ready to plan in Portfolio. The downside is that you have an extra project to manage and keep up to date.
Hope this helps!
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