Adding a Backlog Item or a Test to a Portfolio Item in the Portfolio Tree
This artilce explains how to add a Backlog Item or a Test to a Portfolio Item in the Portfolio Tree.
Overview
For backlog items or test sets that can be delivered within a single sprint or iteration, you can add it to a portfolio item anywhere within the Portfolio Tree hierarchy. Note that standard fields (Title, Description, and so on) are copied into the newly-created story.
Steps
- Click the hamburger icon
> Portfolio > Planning > Portfolio Tree.
- Select a portfolio item, and then select the required option (Add Child Portfolio Item, Add Child Backlog Item, or Add Test) from the Add Child Portfolio Item menu.
- Enter the work item details in the corresponding dialog box that is displayed.
- Click Save. The system inserts your new backlog item or test set under the parent portfolio item in the list.
Click the OK & New button to enter multiple child portfolio items or stories to quickly build out your backlog under a portfolio item.