Agile Central - Queries: How to find parent and grandparent portfolio items as part of a Milestone

Document ID : KB000110085
Last Modified Date : 13/08/2018
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Question:
We use the Portfolio Item Timeline app. How can we filter for Features that belong with upper level portfolio items which are part of a certain Milestone?

For example:
1. Portfolio Hierarchy:
Theme -> Initiative -> Feature.
How can we filter for Features under Initiatives that are part of a milestone based on the milestone's name?

2. Portfolio Hierarchy:
Theme -> Epic -> MBI -> Feature
How can we filter for Features under Epics that are part of a milestone based on that milestone's FormattedID?
Answer:
For Question/Example 1:
Use: (Parent.Milestones.Name = "Milestone_2")
Notice the .Milestones reference is on the 'Parent' of the object you're targeting. If you're targeting Features then this Parent refers to the Initiative. You can then change the drop-down of your target object in the app to Initiative and then this query will refer to Themes.

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For Question/Example 2:
Use: (Parent.Parent.Milestones.FormattedID= "MI456")
Notice the .Milestones reference is on the 'Parent.Parent' of the object you're targeting. If you're targeting Features then this Parent refers to the Epics..

User-added image
Additional Information:
More on the Portfolio Item Timeline app: https://help.rallydev.com/portfolio-item-timeline

See more Agile Central Queries examples.