Feature Overview
Strategic Portfolio: Curate with Precision expands what’s possible with ProductPlan’s portfolio visualizations. Until now, Strategic Portfolios were only available through the Strategy area, requiring teams to filter by objectives before building a Strategic Portfolio view. With this release, teams can now create a Strategic Portfolio directly from the Roadmap index and include only the roadmap data that matters most.
This means teams can deliver clearer, more relevant portfolio visualizations tailored to each audience, telling a sharper story with the exact data that drives impact.
What’s Included
- Flexible Portfolio Creation: Build Strategic Portfolios directly from the Roadmap Index, the same place you manage Roadmaps and Portfolios today.
- Precise Data Selection: Choose the exact roadmap items, initiatives, objectives or custom fields to include in your Portfolio. Filter by folders, teams, owners, or statuses to tailor views to your business context.
- Granular Control: Apply advanced AND/OR logic to pinpoint exactly which data appears, keeping Strategic Portfolio visualizations focused and actionable.
- Powerful Visual Storytelling: Deliver tailored visualizations for stakeholders, highlighting only the work that matters most.
For tips and best practices on how to build and share clear Strategic Portfolios, visit our Support Center article.