How to View Portfolio Item Details
This article explains how to view Portfolio Item Details in Agility.
Overview
The Portfolio Item Details page (formerly called Epic Details) allows you to view and update all details related to a portfolio item. Here, you can manage all the attributes of parent portfolio items and their child portfolio items.
Accessing Portfolio Item Details
To access the Portfolio Item Details page, click on a portfolio item title or ID, anywhere within the application.
Managing Portfolio Item Details
From the Portfolio Item Details page, you can perform the following high-level functions using the tabs at the top of the window:
If you want to... | Do this... |
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View and update all portfolio item details | Click the Details tab. |
View the change history for a portfolio item | Click the History tab. |
View the dashboard to see the progress of the backlog items, and its sub-portfolio items and delivery projects | Click the Dashboard tab. |
View ideas submitted by the team for possible integration into project work | Click the Ideas tab. |
View a graphical representation of the portfolio item's relationships with other assets | Click the Visualize tab and select either the Partition view or the Relationships view. |
Edit portfolio item details | Click Edit to open the Portfolio Item Edit window. You can also open this drop-down menu to perform other more granular functions (Block, Close Portfolio Item, Delete, Copy, Create From, and Watch Portfolio Item). |
Assign a color to a Portfolio Item Type | Refer to List Type Administration. |
View the Portfolio Item Scorecard | Click the on Scorecard tab. |
Viewing or Managing Portfolio Item Relationships
In the Show Relationships section at the bottom of the Portfolio Item Details page, you can perform the following actions by clicking the Add or Assign buttons for the associated action. For any items you add or assign, you can click Remove in the grid to remove them from the portfolio item:
If you want to... | Do this.... |
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Add a new child portfolio item | Go to Portfolio Items and click Add. |
Add a new test | Go to Tests and click Add. |
Add a new story or assign an existing story to the portfolio item | Go to Stories and click Add Inline, then select Add or Assign. |
Add or assign backlog items to the portfolio item | Go to Backlog Items and click Add to add a backlog item, or click Assign from the drop-down, to assign a backlog item to the portfolio item. |
Assign an existing defect to the portfolio item | Go to Defects and click Assign. |
Assign an existing test set to the portfolio item | Go to Test Sets and click Assign. |
Select an existing issue to assign as a blocking issue | Go to Blocking Issues and click Assign. |
Select an existing request | Go to Requests and click Assign. |
Add a new link to remote documentation | Go to Links and click Add. |
Add a new file attachment | Go to Attachments and click Add. |
Add a Portfolio Item Dependency | Read how to Add Portfolio Item Dependencies |