This is the documentation for an older version of Folio and has been moved to the Tempo instance.
Please view the Folio Category in the Tempo Products Wiki Categories for all versions of Folio's Documentation.

Manage Portfolios

Owned by FrancoisL (Deactivated)
Last updated: May 28, 2013Version comment
2 min read

On this page, FOLIO will display all portfolios you have rights to consult (read) or manage (read / write)

Portfolio nameClicking on portfolio name will bring you to the selected Portfolio Overview.
Owner

Portfolio 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 Filter definition.

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

Configure a portfolio

Refer to Portfolio Configuration.

Copy a portfolio

Copy of a portfolio 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 portfolio you want to copy.

Delete a portfolio

Use this functionality when you wish to delete all information related to a portfolio. 

Deleting a portfolio is irreversible. All portfolio's information are deleted including attachments.

JIRA Issues and saved filter are NOT deleted when the portfolio is deleted.

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