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Manage
Manage
Manage Portfolios

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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portfolios
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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.

The portfolios will be sorted by name and regrouped by ownership.

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addportfolio
addportfolio
Add a Portfolio

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

Required parameters
Portfolio NameThe name of the portfolio
Maximum of 255 characters
Optional parameters 
DescriptionA short description of the portfolio.
Maximum of 500 characters

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editportfolio
editportfolio
Edit a Portfolio

To edit a portfolio simply click on the arrow action menu then click on the "edit" menu item

 

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deleteportfolio
deleteportfolio
Delete a Portfolio

To delete a portfolio simply click on the arrow action menu then click on the "delete" menu item.

 

Info

Deleting a portfolio does not delete the folios that are associated with it.

 

The Folio main panel

 

Are listed in the folio main panel

  • All the folios that you own
  • All the folios that you are allowed to browse (see folio's visibility).

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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