Tool Mentor: Configuring the SAFe portfolio environment in Rational DOORS Next Generation
Configure a project area for a SAFe portfolio.

Synopsis

Create a new IBM(r) Rational(r) DOORS(r) Next Generation project area for a portfolio using the SAFe(r) template, and configure it for use by portfolio participants.

Steps


1. Create the requirements project 

The Portfolio Manager is accountable for ensuring the requirements project is created and configured appropriately, however, the steps of creating the project are often performed by a System team member or other shared resource.

Step Tool guidance

1. Create a new project area.

The project template preconfigures the requirements project.

Follow these instructions: Creating requirements projects, to create a project based on the SAFe Portfolio Project template.


2. Configure the dashboard

Step Tool guidance

1. Overview

Dashboards contain widgets that provide real-time information. You might want to add, remove, or customize widgets.

The steps below add and configure useful widgets to the dashboard, grouped by the tab where they are to be added. 

When configuring report widgets, you need to set filters appropriately.

Dashboards

Adding and organizing content on a dashboard

Adding and configuring widgets

2. Portfolio Overview tab Click the "+" icon to add a new tab to the dashboard, and name it "Portfolio Overview".

2.1 [SAFe] Strategic Themes - Portfolio Epics


Add the Requirements Management (/rm) > Requirements > Requirements View widget.

  1. Select Appearance, and set Title to "[SAFe] Strategic Themes - Portfolio Epics"
  2. View, select “[SAFe] Strategic Themes - Portfolio Epics”.

2.2 [SAFe] Business Cases - Portfolio Epics


Add the Requirements Management (/rm) > Requirements > Requirements View widget.

  1. Select Appearance, and set Title to "[SAFe] Business Cases - Portfolio Epics"
  2. View, select “[SAFe] Business Cases - Portfolio Epics”.

2.3 [SAFe] Value Streams - Portfolio Epics


Add the Requirements Management (/rm) > Requirements > Requirements View widget.

  1. Select Appearance, and set Title to "[SAFe] Value Streams - Portfolio Epics"
  2. View, select “[SAFe] Value Streams - Portfolio Epics”.

2.4 My Projects

Add the Requirements Management (/rm) > Project/Team> My Requirements Projects widget.

2.5 Project Members



Add the Requirements Management (/rm) > Requirements > Project Members widget.

Choose your preferred display type under Appearance > Settings.
3. Portfolio Planning tab Click the "+" icon to add a new tab to the dashboard, and name it "Portfolio Planning".

3.1 Allocated Capacity by Strategic Theme

Add the Report Builder (/rs) > SAFe Portfolio Reports > Allocated Capacity by Strategic Theme  widget.

3.2 Portfolio Roadmap

 

Add the Report Builder (/rs) > SAFe Portfolio Reports > Portfolio Roadmap  widget.

Modify the status filter to include values for approved and not-yet-complete work.

4. General tab

Remove the My requirements Projects and Project Members widgets.  This information now appears on the Portfolio Overview tab.

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