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.

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 portfolios that are created using this portfolio type.

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Set entity type in backlog

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

  1. In the Set Entity Type and Columns section, click .

  2. In the Set Entity Type and Columns page, the Set Entity Type in Backlog section, click + Add.

  3. From the drop-down list, select the types of entities that you can create directly within a portfolio.

    The following entity types are available:

    • The OOTB entity types: Product (Value Stream), Strategic Portfolio, and Portfolio Epic.
    • All the portfolio types you created in the system.
  4. Click OK.

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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:

  1. In the Set Entity Type and Columns section, click .

  2. In the Set Entity Type and Columns page, the Set Columns in Portfolio's Proposals/Projects/Assets section, click + Add.

  3. From the drop-down list, select the columns portfolio managers can choose to display in the Backlog tab of a portfolio.

  4. Click OK.

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Set backlog default layout

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

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
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
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.

To set the display of Board cards:

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

  • Drag and drop the items on card to adjust the order.

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

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.

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See also: