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Adding or Creating a New Portfolio Item Template

This topic explains how to add or create a new portfolio item template.

Overview​

Portfolio Item Templates give you flexibility when managing common, repetitive portfolio initiatives (Epics, Capabilities, and Features). They are reusable assets that allow you to pre-fill commonly used fields and even define a starting set of Portfolio Item level Tests and Stories. By using a template, you reduce mistakes and errors when generating Portfolio Items and the associated work.

Beginning in the Winter 2019 (19.0) release, you can add or assign Backlog Item Templates to a Portfolio Item Template.

Child Portfolio Items are not supported at this time on a template.

Steps to Create a Portfolio Item Template​

To create a new Portfolio Item Template

  1. For Ultimate edition - Go to Portfolio > Portfolio Item Templates.
    For Enterprise edition - Go to Product > Portfolio Item Templates.
  2. Click Add Portfolio Item Template button.
  3. Enter details the appropriate fields, and then click Save.

Portfolio Item Template Relationships​

Once the Portfolio Item Template is created, you can add any of the following child assets. When a Portfolio Item is generated these assets are generated as well

  • Portfolio Item Tests
  • Backlog Item Templates

Once the Portfolio Item Template is created, you can add any of the following child assets. When a Portfolio Item is generated relationships to these assets are generated, not the asset.

  • Upstream Dependencies
  • Downstream Dependencies
  • Blocking Issue
  • Requests
  • Links
  • Attachment

Using Templates to Create Reusable Portfolio Items, Stories, Backlog Items, or Defects