Manage Portfolios

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

The Portfolio Column
The Folio main panel

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.

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 Name	The name of the portfolio Maximum of 255 characters
Main Currency	The currency of the portfolio. All the folios within the portfolio will be converted to the currency of the portfolio using the Yahoo Finance web service
Optional parameters
Description	A short description of the portfolio. Maximum of 500 characters

Edit a Portfolio

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

Delete a Portfolio

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

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

The Folio main panel

The folio main panel will display:

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

The folios will be sorted by name.

Create a Folio

To create a folio simply click on the "Create Folio" button in the upper right corner of the manage screen or type "n" as for new.

For more details on how to create a folio please refer to: Create Folio

Close a Folio

To close a folio first select the folio to close by clicking on the folio row within the folio main panel.
Then from the "cog" menu select the "Close" menu item

Closing Folio

A closed folio will no longer be editable and its actual costs and revenues will be frozen at the closed date. The folio can be reopened at any time if needed.

Reopen a Folio

To reopen a folio first select the folio to reopen by clicking on the folio row within the folio main panel.
Then from the "cog" menu select the "Reopen" menu item

Copy a Folio

To copy a folio first select the folio to copy by clicking on the folio row within the folio main panel.
Then from the "cog" menu select the "copy" menu item or type "v"

Required Parameters
Copy As	The name of the new folio Maximum of 255 characters
Start Date	The start date of the new folio By default it will have the start date of the copied folio Should be before the end date
End Date	The end date of the new folio By default it will have the end date of the copied folio Should be after the start date
Optional Parameters
Working days	Whether or not to copy the working days configuration of the selected folio into the new folio Working days Hours per day Non-working dates
Accounting	Whether or not to copy the accounting configuration of the selected folio into the new folio Reserve Tolerance Contingency Currency
Administrators	Whether or not to copy the folio specified administrators (Folio Configuration) of the selected folio into the new folio
Custom Fields	Whether or not to copy the folio custom fields (and there values) of the selected folio into the new folio
Comments	Whether or not to copy the folio comments of the selected folio into the new folio
Budget	Whether or not to copy the budget of the selected folio into the new folio Expenses Positions
Cost	Whether or not to copy the costs of the selected folio into the new folio Expenses
Revenue	Whether or not to copy the revenues of the selected folio into the new folio Operating revenues Non-Operating revenues
Team	Whether or not to copy the team of the selected folio into the new folio Team members Unfulfilled positions
Attachments	Whether or not to copy the attachments of the selected folio into the new folio

The new folio will inherit the scope of the selected folio.
Also, the new folio will be set as private but can easily be shared with other users by editing its filter shares (see folio's visibility).

Delete a Folio

To delete a folio first select the folio to copy by clicking on the folio row within the folio main panel.
Then from the "cog" menu select the "delete" menu item or type "d" as for delete.

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.

Add a Folio to a Portfolio

To add one or more folios to a portfolio, select the folios in the folio's main panel then drag them to the desired portfolio box that will be highlighted.

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

Remove a Folio from a Portfolio

To remove a folio from a portfolio simply click on the "x" icon in the portfolio tag of the folio.

You can only remove Folios if you own the portfolio.

On this page:

Manage
Manage Folios

Related pages:

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