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How to View Portfolio Item Details

This feature is available in all editions.



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.

Portfolio Item Details page


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:

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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. See History.

View the dashboard to see the progress of the backlog items, and its sub-portfolio items and delivery projects

Click the Dashboard tab. See Viewing Portfolio Item Dashboards.

View ideas submitted by the team for possible integration into project work

Click the Ideas tab. See Ideas.

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. See Visualizations for more details.

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). See Using the Backlog Grid for more details.

Assign a color to a Portfolio Item Type

Refer to List Type Administration.

View the Portfolio Item Scorecard

Click the on Scorecard tab.

Viewing/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:

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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