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 Tempo Folio menu located in JIRA's top bar (Tempo > Portfolios > more...). 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.

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 portfolios for which you are designated as an Administrator.
• All the portfolios that are associated with at least one Folio that you can browse.

The portfolios are sorted by name.

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.

Custom Portfolio

Use this option when you want to create a Portfolio to which you can decide which Folios are associated or not.

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.

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.

Dynamic Portfolio

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

Configuring a Portfolio

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

Viewing a Portfolio

To open and view a Portfolio, either click on the Portfolio's name in the Portfolios column, or hover it in and then click the drop-down arrow that appears. Click View to bring up the Portfolio's Overview screen.

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 (refer to the creation dialog of the corresponding Portfolio type).

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.

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.

Customizing Folio information

To customize the information displayed about Folios, Folio custom fields can be added as a columns by starring them in the Tempo Folio's global configuration.

Sorting Folios

Folios can be sorted in various ways in the Manage Portfolios screen. First, a default sort order can be defined on Folio Custom Field through the Global configuration. Second, you can click on the header of a column in the Folios table. Clicking again on the same column header reverses the sort order. The sort order thus selected is memorized in your browser for later accesses to that page.

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.

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.

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.

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.

Deleting and Recovering 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. Deleting a folio will simply move it into the recycle bin. It can be recover at anytime.

To recover a folio first select the recycle bin, select the folio by clicking on the folio's row in the list and then click the cog that appears and select Recover. You can alternatively type r when the row is selected.