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Manage
Manage
Manage Portfolios

Manage your portfolios directly from The manage screen will help you define and configure your portfolios and folios.
It is divided in two sections:

  1. The Portfolio Column
  2. The Folio main panel

 

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The Portfolio Column

The portfolio column will display:

  • All the portfolios that you own (that you have created)
  • All the portfolios that are associated with at least one folio that you can browse.

Add a Portfolio

To add a new portfolio simply click on the "create portfolio" link in the right upper corner of the portfolio's listcolumn.

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Are listed in the folio main panel

  • All the
portfolio's
  • folios that you own
or
  • All the folios that you are allowed to
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Are listed in the portfolio column

 

 

 

Folio nameClicking on folio name will bring you to the selected Folio Overview.
Owner

Folio owner.

Notes:

    • Clicking on owner field will bring you on owner's JIRA User information.
    • Bring your mouse over the owner name; an inline dialog box will offer you more information.

Saved Filter

Note that clicking on saved filter name will bring you to the JIRA Issue navigator.

SharesThis field informs who has access to a specific JIRA saved filter, consequently to a folio.
Operations

Configure a folio

Refer to Folio Configuration.

Copy a folio

Copy of a folio is available.  By default, this copy is linked to the same project or JIRA saved filter as the original. If you want to change the project or the JIRA saved filter, make sure the other saved filter is also available in JIRA and modify the information.This functionality is well worth in situation where you want to retrieve the information you have in another project (data entry, budgeted expenses, etc.) or when you wish to see impacts of changes. You can select which part of the folio you want to copy.

Delete a folio

Use this functionality when you wish to delete a folio. 

Warning

Deleting a folio is irreversible.
All folio's information are deleted including all its attachments.

Info

The JIRA Issues or the JIRA saved filter are NOT deleted when folios are deleted.

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