Adding a Story or a Test to a Portfolio Item in the Portfolio Tree
This feature is available in Enterprise and Ultimate editions.
Overview
For stories or test sets that can be delivered within a single sprint or iteration, you can add it to a portfolio item anywhere within the Portfolio Tree hierarchy. Note that standard fields (Title, Description, and so on) are copied into the newly-created story.
Steps
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Click Portfolio > Planning > Portfolio Tree.
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Select a portfolio item, and then select the required option (Add Child Portfolio Item, Add Child Story, or Add Test) from the Add Child Portfolio Item menu.
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Enter the work item details in the corresponding dialog box that is displayed.
Note: Several key fields are not copied from the portfolio item into the item (For example: Owners, Priority, and Relationships). -
Click Save. The system inserts your new story or test set under the parent portfolio item in the list.
Click the OK & New button to enter multiple child portfolio items or stories to quickly build out your backlog under a portfolio item.