Using the Portfolio Table View

Add Columns

You can add columns for any supported field to the table view. Once added the field will be available for grouping and inline editing.

To add a column:

1. Click on the + Add column button.

2. Select the field you want to add to the view. If the field you want to add does not appear in the search dropdown, you can select using the search option.

See Capacity Alerts

You can add a Capacity Alert column to quickly identify Assignees who are overbooked. Portfolio uses the Original Estimate, Booking Start Date and Booking End Date to calculate capacity. If the work item’s Assignee is overbooked, a warning icon will appear. You can hovering over the iconto see a tooltip with the Assignee’s overbooked days.

To add Capacity Alerts:

1. Click on the + Add column button.

2. Select the Capacity Alert field.
   

   

See Delivery Alerts

When Hierarchy grouping is enabled, Delivery Alerts display a warning icon if a child work item’s end date is later than the parent item’s end date. This allows you to easily identify parent work items that are at risk.

To add Delivery Alerts:

1. Click on the + Add column button.

2. Select the Delivery Alert field.

See Epic Progress Status

When using the Hierarchy grouping, you can add the ∑ Status field to display a progress bar showing cumulative progress on the Epic/Parent work item:

1. Click on the + Add column button.

2. Select the ∑ Status field.
   

   

Hide Empty Epics / Work Items Without Parent

The icon on the far right allows you to filter out empty epics and/or work items that do not have a parent.

When the corresponding box is checked, that epics and/or work items will be hidden from the view and removed from the Epic Status (∑ Status) calculation.

Create a Jira Work Item

You can create new Jira work items, under the appropriate Parent, directly from your Portfolio. To create a new Jira work item:

1. Scroll down until the blue line is where you want the new work item to be in the hierarchy.
   

   

2. Click on the + button.

3. The Create work item screen will open with:

   1. The Work type pre-populate with the same type as the previous work item in the table.

   2. The Parent field will be pre-populated if the Hierarchy grouping was selected.

Edit Jira Work Items

Add a Field and Its Values to Work Items

The table view allows users with admin permission to add new fields and their values to Jira work items (even if the field is not currently on the work item screen/layout). To add a field to a work item:

1. Select a Portfolio that includes the appropriate Jira project.

2. Select the Table view.

3. Click on the + Add column button.

4. Select the field you want to add.

5. From the table, click into the field cell for the appropriate issue and type/select the desired field value.

6. An error message will be displayed to tell you that the field is currently not available on the work item screen.

   

7. Click on the down arrow to expand the error message. Then lick Fix it for me.
   

   

8. The new field and its value will be:

   1. Automatically added in company-managed projects,

   2. Added the next time the work item layout is opened in team-managed projects.
      

      

9. You can now update the value of the added fields for all work items of that type.
   

   

Edit a Jira Work Item

The table View allows inline editing.

Some system-managed fields (Created, Last viewed, etc.) are not editable. An error message will notify you that field cannot be edited.

Bulk Edit Multiple Jira Work Items

From the table view, you can use the checkboxes on the left to select Jira work items you want to view, edit or delete.

Share or Export a Portfolio

Table view allows you to enhance collaboration with stakeholders by sharing or exporting (CSV or Excel) your Portfolio:

1. Select the Table view option

2. Use the filters and columns to create the View.

3. Click on the Share button.

4. Select the appropriate share/export option.