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Version: 25.0

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

  1. Click the hamburger icon Hamburger icon > Portfolio > Planning > Portfolio Tree.
  2. 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.
  3. Enter the work item details in the corresponding dialog box that is displayed.
  4. 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.

Using the Portfolio Tree

Planning

Strategic Themes Overview

List Type Administration (Drop-down Lists)

Portfolio Kanban Board