Configure Backlog tab

You can change the name of the Backlog tab, decide which entities can be directly created within a portfolio, which columns are available for selection in the Backlog tab, and how the tab is displayed when opened for the first time.

Configure portfolio Backlog tab

You can configure the Backlog tab for portfolios that use a certain portfolio type, or for a single portfolio.

To configure the Backlog tab:

To configure the Backlog tab for portfolios that use a specific portfolio type, open the portfolio type.

To configure the Overview tab for a specific portfolio, open the portfolio, click ... > Portfolio Settings in the top-right corner.
In the Tabs section, click the settings icon on the Backlog tab.

Note: The settings icon is available only when you select to display the Backlog tab in a portfolio by dragging the tab to the Selected Tabs area. For details, see Set up portfolio tabs.
Do the following to configure the Backlog tab:
Click Save to save your changes.

Change tab name

You can change the display name of the Backlog tab to fit your business needs.

To change the tab name, enter a new name in the Change Tab Name field. The new name applies to all portfolios that are created using this portfolio type.

Set entity type in backlog

Set which types of entities can be directly created within a portfolio.

To set entity type in backlog:

In the Set Entity Type and Columns section, click .
In the Set Entity Type and Columns page, the Set Entity Type in Backlog section, click + Add.
From the drop-down list, select the types of entities that can be created directly within a portfolio.

Only entities of the portfolio types and proposal types can be created within a portfolio.
Click OK.

Set displayed columns

In the portfolio Backlog tab, there are already some predefined columns that portfolio managers can choose to show or hide. In addition to these columns, you can configure which fields portfolio managers can display as columns in the portfolio Backlog tab.

To set the displayed columns:

In the Set Entity Type and Columns section, click .
In the Set Entity Type and Columns page, the Set Columns in Portfolio's Proposals/Projects/Assets section, click + Add.
From the drop-down list, select the columns portfolio managers can choose to display in the portfolio backlog.

For details about which fields can be selected, see Configuring Columns for Portfolio's Proposals/Projects/Assets and Scenario Comparisons.
Click OK.

Set backlog default layout

Use the following options to set the default layout of the Backlog tab:

Note: If you allow portfolio managers to override the Backlog tab settings in their portfolios, enable the Allow portfolio manager to override the following settings option. Otherwise, portfolio managers cannot edit the Backlog tab settings in their portfolios.

Option	Description
Set Portfolio Backlog Default Layout	Set the default layout of the portfolio Backlog tab. The settings include the following: Which view is used Which columns are displayed Column width Column sequence Group-by fields Filters Sorting For details of how to set them, see Plain List View. Supported views: Plain List, Hierarchy, Board, and Roadmap. Supported group-by fields: same as what is listed in Group backlog items. Supported filters: In the portfolio type settings page: Cost Health, Issue Health, Overall Health, Schedule Health, Status, Type, and the other custom list-validated auto-complete-list and drop-down-list fields that are selected to display for proposals/projects/assets in a portfolio. In the portfolio settings page: Same as what is listed in Filter backlog items.
Select Aggregable Fields	Click Add to select the fields whose values are aggregated and displayed in the group-by line after portfolio backlogs are grouped. The aggregable fields are sorted in the same order as they are in the field list. Default aggregable fields: Approved Budget Forecast Cost Actual Cost Forecast Benefit Actual Benefit Supported aggregable fields: OOTB cost fields: Approved Budget, Forecast Cost, Actual Cost, Forecast Benefit, Actual Benefit, Approved Capital Budget, Approved Operating Budget, Forecast Capital Cost, Forecast Operating Cost, Actual Capital Cost, and Actual Operating Cost Custom numeric and currency fields that are selected to display for proposals/projects/assets in a portfolio. See Set displayed columns.
Set Backlog Board View Default Layout	Set how the portfolio backlog Board view is displayed when a user opens the view for the first time. To set the board's column and swim lane: Use the Column and Swim Lane drop-down lists to select the board's column and swim lane. For fields that can be used as Column and Swim Lane, see Which fields can be used as Column and Swim Lane?. To set the display of Board cards: Click Add to select the information to be displayed on a card. All of the portfolio backlog information can be selected. Default information displayed on a card: Name, Type, Status, Strategic Theme, Cost Health, Schedule Health, Issue Health, and Project Manager (if it is selected in the Set columns for portfolio's proposals/projects/assets section) Drag and drop the item on card to adjust the order. You can preview how the card looks like on the left.

Option

Description

Set Portfolio Backlog Default Layout

Set the default layout of the portfolio Backlog tab. The settings include the following:

Which view is used
Which columns are displayed
Column width
Column sequence
Group-by fields
Filters
Sorting

For details of how to set them, see Plain List View.

Supported views: Plain List, Hierarchy, Board, and Roadmap.

Supported group-by fields: same as what is listed in Group backlog items.

Supported filters:

Select Aggregable Fields

Click Add to select the fields whose values are aggregated and displayed in the group-by line after portfolio backlogs are grouped.

The aggregable fields are sorted in the same order as they are in the field list.

Default aggregable fields:

Approved Budget
Forecast Cost
Actual Cost
Forecast Benefit
Actual Benefit

Supported aggregable fields:

OOTB cost fields: Approved Budget, Forecast Cost, Actual Cost, Forecast Benefit, Actual Benefit, Approved Capital Budget, Approved Operating Budget, Forecast Capital Cost, Forecast Operating Cost, Actual Capital Cost, and Actual Operating Cost
Custom numeric and currency fields that are selected to display for proposals/projects/assets in a portfolio. See Set displayed columns.

Set Backlog Board View Default Layout

Set how the portfolio backlog Board view is displayed when a user opens the view for the first time.

To set the board's column and swim lane:

Use the Column and Swim Lane drop-down lists to select the board's column and swim lane.

For fields that can be used as Column and Swim Lane, see Which fields can be used as Column and Swim Lane?.

To set the display of Board cards:

Click Add to select the information to be displayed on a card.

All of the portfolio backlog information can be selected.

Default information displayed on a card: Name, Type, Status, Strategic Theme, Cost Health, Schedule Health, Issue Health, and Project Manager (if it is selected in the Set columns for portfolio's proposals/projects/assets section)
Drag and drop the item on card to adjust the order.

You can preview how the card looks like on the left.