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

This feature is available in Enterprise and Ultimate editions.

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Overview

For stories or test sets that can be delivered within a single sprint/iteration, you can add it to a portfolio item anywhere within the Portfolio Tree hierarchy. Note that standard fields (Title, Description, etc.) are copied into the newly-created story.

Steps

  1. Portfolio Planning > Portfolio Tree.
  2. Select the parent portfolio item under which you want to create a child story/test, click 

  3. Add Child Portfolio Item drop-down list to the right and select the Add Child Story or Add Test option. The Story (or Test) definition window opens populated with the parent portfolio item information.

  4. Define the new child story/defect details. (NOTE: Several key fields are not copied from the portfolio item into the item (Owners, Priority, and Relationships).

  5. 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.

 

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