Theme rank

About this report

The theme rank report provides a prioritized list of themes for a selected PI. Themes serve as functionality groupings that connect the portfolio vision to the enterprise business strategy. This report reads as a data table/matrix.

The report can be used to foster communication and transparency between program-level and portfolio-level stakeholders, to make sure priority themes are being addressed in the selected PI. This report is generated by selecting a specific PI. 

To navigate to this report:

If you’re using the new navigation:

1. Select Programs in the top navigation bar and select the program you want to view information about.
2. On the sidebar, select Reports in the list of options.
3. Select Theme rank; the report displays.

If you’re using the old navigation:

1. Select the Reports icon from the left Nav menu.
2. Start typing the report's name in the Search box.
3. Once found, select the report.
   Note: You can also use the categories on the left to search for the needed reports.

Prerequisites

1. PI must exist in the system and be tied to a program. 
2. Themes must be created, ranked, and tied to a PI. 

How are report values calculated? 

• Rank = the numbered rank of the theme, as assigned in the backlog.
• Theme = the name of the theme tied to the selected PI; themes are entered on the themes page/New Theme panel.
• Type = the type of theme (major or minor) as defined on the themes page/New Theme panel.

How to interpret this report

The ranking of the themes is based on their importance and urgency (i.e., the number 1-ranked theme is the most important). These long-term initiatives are intended to ultimately differentiate an enterprise from its competitors, so it is beneficial to make sure the high-priority themes are the focus of the feature and stories in the selected PI.