Portfolio pipeline reporting (governance area vs delivery area)

Description

Portfolios (e.g. Families) need reports covering the total pipeline they are responsible for governance of, not only what they deliver. We need a way to capture and report “in portfolio scope” separately from “delivered by”.

User story

As a portfolio team, I want to see reporting for everything in my portfolio pipeline (including items delivered by other areas), so I can manage boards and oversight using a single source of truth.

Acceptance criteria

• Data model supports two distinct concepts:
  • Delivery owner (who delivers)
  • Portfolio/oversight owner (who governs / reports it)
• Reporting can filter/group by portfolio/oversight owner independently of delivery owner.
• A service can appear under a portfolio pipeline even if delivery sits elsewhere.
• UI labels/guidance avoid confusion between the two concepts.

Tasks

• Add “Portfolio / oversight area” field to service metadata (single or multi-select as agreed).
• Update reporting queries and filters.
• Add a portfolio pipeline report view (summary + drill-down).
• Add validation/help text in admin/service edit UI.
• Plan and complete backfill for existing services.

Start with the service metadata and reporting queries and filters, then review the admin/service edit UI requirements. Done means delivery owner and portfolio/oversight owner are distinct, reports can group and filter by portfolio independently, cross-area services appear in portfolio pipelines, labels are clear, and existing services have a planned backfill.