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Adding/Creating a New Portfolio Item Template

This feature is available in Enterprise and Ultimate editions.

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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.

Portfolio Item Templates with stories

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

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

Steps to Create a Portfolio Item Tempate

To create a new Portfolio Item Template

  1. For Ultimate edition - Go to Portfolio Planner > Portfolio Item Templates.

  2. For Enterprise edition - Go to Product Planner > Portfolio Item Templates

  3. Click Add Portfolio Item Template button.

  4. 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

  • Story 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

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