When we create initiative, capabilities and features, some of them are repetitive but for different quarters. It would be nice to have a copy feature available for portfolio types of initiative, capability and feature similar to how we have copy feature for stories and tasks.

Comments

  • We use import to mitigate this feature gap, importing the portfolio items and child backlog items in one set.

    Please see the help titled "Importing Stories, Defects, and Other Data from Excel".

  • Importing is not the same as "copy". We also would like to have possibility to cope any Portfolio Item in the Grid.

  • The Copy action for Portfolio Items is available on the "Edit" menu from the Details page. This action is intentionally not available from the grid because copying a Portfolio Item also copies all of it's children. In the Winter 2020 release, we introduced a "Create From" option that allows you to create a new Portfolio Item without children from an existing Portfolio Item.