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The Manage Portfolios screen is the main entry point for consulting the list of existing Folios and Portfolios, and creating, configuring or deleting them. It is accessible through the main FOLIO menu located in JIRA's top bar (Portfolios > Manage Portfolios). The screen has two sections:

  • Portfolios, a column located at the left of the screen, showing the list of existing Portfolios.

  • Folios, the main part of the screen showing the list of existing Folios with summary information on each one.

Each one gives you access to a wide number of operations, including associating Folios with Portfolios by drag and dropping elements from the Folios List to those of the Portfolios List.

Adding a Custom Field as a column

Folio custom fields can be added as a column in the folio's table via the FOLIO's global configuration.

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Portfolios
Portfolios
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portfolios
portfolios
Portfolios

The Portfolios column displays existing Portfolios that you are authorized to see. These are:

  • 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.


Dynamic Portfolio        Custom Portfolio

The portfolios are sorted by name.

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addportfolio
addportfolio
Adding a Portfolio

To add a new Portfolio, first hover the Portfolios column on the left and click the Create Portfolio link that appears in the upper right corner.
This brings up the Create Portfolio Options dialog.

Portfolio creation options

Once you are presented with the portfolio creation dialog, you can proceed with portfolio creation in various ways.

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customportfolio
customportfolio
Custom Portfolio

Use this option when you want to create a portfolio in which you can decide which folios are associated or not.

Required parameters
Name

Name of the portfolio

Maximum of 255 characters

Main Currency

Currency in which amounts are shown when viewing the Portfolio. Folios it contains may use different currencies, in which case all amounts will be converted to the Portfolio's currency using the Yahoo Finances web service

Optional parameters 
Order byName of the Folio Custom Field to use for sorting Folios in this Portfolio (Overview and Steering Committee Report).
Order optionSpecifies if Folio should be sorted by ascending or descending value of the field selected in Order by setting. This setting is ignored if Order by is None.
Description

A short description of the Portfolio.

Maximum of 500 characters

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associatefolio
Adding a Folio to a Custom Portfolio

To add one or more Folios to a Portfolio, select the Folios in the Folios list and then drag them to the desired Portfolio. The Portfolio will be highlighted when hovered and the number of associated Folios is shown in a circle in the upper right corner of the dragged box.

Info

Folios can only be associated to the Portfolios that you own.

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unassociatefolio
unassociatefolio
Removing a Folio from a Portfolio

To remove a Folio from a Portfolio, click on the x found in the tag of the corresponding Portfolio in the Folio's row of the Folios list.

Info

You can only remove Folios if you own the Portfolio.

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dynamicportfolio
dynamicportfolio
Dynamic Portfolio

Use this option when you want to create a portfolio in which all folios matching a criteria are automatically associated.

Required parameters
Name

Name of the portfolio

Maximum of 255 characters

Main Currency

Currency in which amounts are shown when viewing the Portfolio. Folios it contains may use different currencies, in which case all amounts will be converted to the Portfolio's currency using the Yahoo Finances web service

Folio FieldFolio field on which the value will be used as a criteria of association
Field ValueFolio field value that folios need to match to be associated with the portfolio
Optional parameters 
Order byName of the Folio Custom Field to use for sorting Folios in this Portfolio (Overview and Steering Committee Report).
Order optionSpecifies if Folio should be sorted by ascending or descending value of the field selected in Order by setting. This setting is ignored if Order by is None.
Description

A short description of the Portfolio.

Maximum of 500 characters


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editportfolio
Editing a Portfolio

To edit a Portfolio, hover it in the Portfolios column and then click the drop-down arrow that appears. Click Edit to bring up the Edit Portfolio dialog.

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deleteportfolio
Deleting a Portfolio

To delete a Portfolio, hover it in the Portfolios column and then click the drop-down arrow that appears. Click Delete and confirm to delete the Portfolio.

Info

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

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folios
Folios

The Folios panel shows the list of existing Folios that you are authorized to see and their summary information. Folios you can see are:

  • All the Folios that you own
  • All the Folios that you are allowed to browse (see Folio's Permissions).

The Folios are sorted by their name by default, unless specified otherwise in the Global Configuration.

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createfolio
createfolio
Creating a Folio

To create a new Folio, click on the Create New Folio button in the upper right corner of the screen, or type n shortcut key.


Please refer to Create Folio for more details on Folio creation.

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Close
Close
Closing a Folio

Close a Folio to clearly indicate that this project is finished. When closed, a Folio is no longer editable and its actual costs and revenues are frozen at the close date. Closed Folios can be reopened at any time if needed. To close a Folio, first select it by clicking on the Folio's row in the list and then click the cog that appears and select Close. This brings up the Close Folio dialog.

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Reopen
Reopen
Reopening a Folio

You can reopen a closed Folio. To reopen a folio, first select it by clicking on the Folio's row in the list and then click the cog that appears and select Reopen. Confirm to Reopen the Folio.

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copy
Copying a Folio

To copy a Folio and its data, first select it by clicking on the Folio's row in the list and then click the cog that appears and select Copy. You can alternatively type v when the row is selected. This brings up the Copy Folio dialog.

Required Parameters 
Copy As

Name of the new Folio

Maximum of 255 characters

Start Date

Start date of the new Folio. By default, the start date of the copied Folio.

Must be before the end date

End Date

End date of the new Folio. By default, the end date of the copied Folio

Should be after the start date

Optional Parameters 
Working daysWhether or not to include the working days configuration of the selected Folio in the copy.
Accounting

Whether or not to include the accounting configuration of the selected Folio in the copy.

AdministratorsWhether or not to include the administrators of the selected Folio in the copy.
Custom FieldsWhether or not to include the custom fields (and their values) of the selected Folio in the copy.
CommentsWhether or not to include the comments of the selected Folio in the copy.
Planned CostsWhether or not to include the planned costs of the selected Folio in the copy.
Actual CostsWhether or not to include the actual costs of the selected Folio in the copy. This includes Expenses. Actual positions are copied by copying the Team.
Planned RevenuesWhether or not to include the planned revenues of the selected Folio in the copy.
Actual RevenuesWhether or not to include the actual revenues of the selected Folio in the copy.
TeamWhether or not to include the team of the selected Folio in the copy. This includes team members and unfulfilled positions.
AttachmentsWhether or not to include the attachments of the selected Folio in the copy.
Info

When copying, the new Folio created inherits the Scope of the copied folio. The new Folio's saved filter is also set as private but can easily be shared with other users by editing its filter shares (see Folio's Permissions).

 

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deletefolio
deletefolio
Deleting a Folio

To delete a Folio, first select it by clicking on the Folio's row in the list and then click the cog that appears and select Delete. You can alternatively type d when the row is selected. Confirm to delete the Folio.

Warning

Deleting a folio is irreversible. All Folio's information are deleted including all its attachments. The JIRA Issues or the JIRA saved filter are not deleted when folios are deleted.

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