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A visual, single-screen view of your entire organization’s structure. The Value Map is a canvas that renders your organization as a tree, portfolios branching into products, and products branching into initiatives, so you can see how everything connects without clicking through Managing Cases one level at a time.

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What it shows

The canvas displays every portfolio, product, and initiative you have access to, laid out hierarchically. Each node is labeled with its name and, depending on your zoom level, a quick indicator of status or value so you can scan for outliers without opening anything.

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What it’s for

The Value Map is designed for orientation, not editing. It’s the fastest way to:
  • Understand how your organization’s portfolios, products, and initiatives fit together
  • Spot where an initiative sits in the broader structure
  • Get a quick overview of any node before deciding whether to open its full record

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Panning and zooming

Click and drag anywhere on an empty area of the canvas to pan. Use your trackpad or mouse scroll wheel to zoom in and out. Larger organizations with many portfolios and products will start zoomed out to fit everything on screen. Zoom in on a branch to see individual initiatives.

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Selecting a node

Click any portfolio, product, or initiative node to open its side panel. The panel has two sections:
  • Overview: a summary view showing financial metrics
  • Details: the fuller record for that node, mirroring the information you’d see on its page in your workspace
Use the panel’s close control to dismiss it and return to the full view.

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What you can’t do here

The Value Map is intentionally view-only:
  • You cannot create a new portfolio, product, or initiative from the canvas
  • You cannot delete a node from the canvas
  • You cannot drag a node to reparent it under a different portfolio or product
These actions are all still available. Just not here. Use your workspace tree in the sidebar to make structural changes, then return to the Value Map to see the update reflected.