Event Portfolio Customization

Event Portfolios are selected when adding or editing an event under the Events tab in the Enterprise, Project or Independent Release pop ups.

Events can be anything that occurs on a certain date and time. For example, meetings, accidents, when a decision was made, and so on.  Events can be viewed in the Release Calendar by toggling the Event radio button under Release Details. They can also be viewed in Event Reports.

Toggle Event tab on using the Event Management Customization.

Add an Event Portfolio

To add an Event Portfolio:

  1. Go to Settings > Customization > Releases.
  2. Click Event Portfolio.
  3. Click Add Field.
  4. Type the new Event Portfolio in the Value field.
  5. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  6. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Edit an Event Portfolio

To edit an Event Portfolio:

  1. Go to Settings > Customization > Releases.
  2. Click Event Portfolio.
  3. Click to select the Event Portfolio.
  4. Click Edit Field.
  5. Edit the Event Portfolio in the Value field.
  6. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  7. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

Sort Event Portfolios

Sort Manually

Sorting Event Portfolios manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Event Portfolios manually:

  1. Go to Settings > Customization > Releases.
  2. Click Event Portfolio.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Event Portfolio.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Event Portfolios by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings > Customization > Releases.
  2. Click Event Portfolio.
  3. Click a column header.
    The Event Portfolios will revert to their previous order when you click away from the Customization page.

 

*NEW* Delete or Replace an Event Portfolio

Deleting an Event Portfolio will not delete it from Release records. But it will no longer be available when adding or editing a Release.

Replacing an Event Portfolio will replace it in existing Release records.

To delete or replace an Event Portfolio:

  1. Go to Settings > Customization > Releases.
  2. Click Event Portfolio.
  3. Click to select the Event Portfolio.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Event Portfolio from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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