Version: Early Access

List Type Administration (Drop-down Lists)

List types are the drop-down menus that display throughout the system. List values are the options that display within each menu.

By default, the system is setup with a predefined set of lists and list values that work for most organizations. If you want to further customize add your own list values (or menu options) to a drop-down list, change the existing ones, or create a new custom field, you can do so on the List Type Administration page.

What You Can Do

On the List Type Administration page, you can add, edit, delete, or inactivate menu options (also called "values") that display in drop-down lists. This way, you can customize the application to meet your organization's planning and tracking needs.

List Type Administration functions are only available to users with an Admin Privileges role of "System Administrator".

Using the Portfolio Tree

Portfolio Item Overview

Team Process Management

Adding Custom Fields List Types (Drop-down Lists) and Columns

Portfolio Item Overview

Adding Blocking Issue to Test Set

Adding Child Portfolio Item in Portfolio Tree

Adding Portfolio Item in Portfolio Tree

Adding a Work Item to a Portfolio Item in the Portfolio Tree

Applying Filters to the Portfolio Tree

Closing Portfolio Item in Portfolio Tree