The Manage Portfolios view is the Tempo Budget's home page used for creating, configuring and deleting Folios and Portfolios. It is also where you access Tempo Budgets's Global Settings.

To access Mange Portfolios select Tempo > Budgets from the Jira menu bar. It has two sections:

A sidebar at the left that shows a tree view of existing Portfolios
The main view showing all content or the content of the selected portfolio in the sidebar.

Each one gives you access to a number of operations, including associating Folios with Portfolios by drag- and dropping elements from the main part of the screen to a portfolio in the sidebar.

Portfolios

The sidebar at the left displays portfolios in an a hierarchical view. The portfolios you can see is determined by the portfolios visibility global setting.

Adding a Portfolio

To add a new Portfolio, click the Add portfolio (

) icon.

Portfolio creation options

Once you are presented with the portfolio creation dialog, you can proceed with portfolio creation in various ways.

Custom Portfolio

Use this option when you want to create a Portfolio to which you can decide which Folios are associated or not.

Required parameters

Required parameters
Name	Name of the Portfolio Maximum of 255 characters
Main Currency	Currency in which amounts are shown when viewing the Portfolio. Folios it contains may use different currencies, in which case all amounts will be converted to the Portfolio's currency.
Parent Portfolio	The parent portfolio if any
Optional parameters
Order by	Name of the field to use for sorting Folios in this Portfolio (Overview and Steering Committee Report). This includes Owner, Start Date, End Date and all your defined Folio Custom Fields.
Order option	Specifies if the Folio is sorted by ascending or descending value of the field selected in Order by setting. This setting is ignored if Order by is None.
Description	A short description of the Portfolio. Maximum of 500 characters

Adding Folios to a Custom Portfolio

You can add folios and portfolios to a custom portfolio using drag and drop. First select one or more entries (folios and/or portfolios) in the main part of the screen and drag them to a visible portfolio in the tree view on the left. A dashed border will appear around custom portfolios where items can be dropped in the tree. While dragging items, the items count is shown in a colored circle in the upper right corner of the dragged box.

Dragging folios to a portfolio adds them to that portfolio without removing them from their original portfolio. Folios can belong to as many portfolios as you want. Folios can only be associated to the portfolios that you can edit.

Be aware that you should arrange your folios in such a way that a portfolio does not recursively contain the same folio multiple times. Such a situation can arise for instance if you have a portfolio A containing folio 123 and portfolio B, and then adding folio 123 to portfolio B. The consequence is that portfolio A will provide totals that sum up folio 123's numbers twice.

When this situation occurs, a warning sign (

) will appear on the corresponding portfolios lines in the main part of the screen. A global warning will also show up when opening a portfolio.

By contrast with folios, dragging a portfolio inside another portfolio moves it. Note that you cannot move a portfolio to itself or to any of its child portfolios. Portfolios can be dragged from the tree view as well as from the main part of the screen.

Removing a Folio from a Portfolio

To remove a folio or portfolio from a portfolio, click on the x found in the tag of the corresponding Portfolio in the list under column Parent Portfolios.

You can only remove folios or portfolio from portfolios that you own.

Dynamic Portfolio

Use this option when you want to create a portfolio that includes all Folios that currently match one or more conditions.

Parameters

Parameters
Name*	Name of the portfolio Maximum of 255 characters
Main Currency*	Currency in which amounts are shown when viewing the Portfolio. Folios it contains may use different currencies, in which case all amounts will be converted to the Portfolio's currency using a currency conversion web service.
Portfolio	The parent portfolio, if any.
Folio Field*	Folio field to be used as a criteria to create the dynamic portfolio. This field is required.
Folio Field	Additional Folio fields. You may select up to three folio fields as criteria to create a dynamic portfolio. Folios that match the requirements of all Folio fields will be included in the dynamic portfolio.
Description	A short description of the Portfolio. Maximum of 500 characters.