Portfolio

portfolio portfolio a portfolio is a collection of services, and a service is a collection of activities depending on your organization's activities, you can create different services and activities to offer to users 3 portfolios are pre registered and can be fully edited and deleted at any time the maximum number of portfolios that can be created is 4 to create more, contact support via email mailto\ support\@run2biz com to register a service, it must belong to a portfolio to register an activity, it must belong to a service accessing portfolios accessing portfolios to access the portfolios list, follow the steps below access my desk; click on the settings menu at the top; click on the second item in the side menu, portfolios the portfolios screen will show a block list with all created portfolios each one is identified by an icon, the name, the number of services, and the number of activities registered in that portfolio, and a gear icon list of services and activities list of services and activities to access the list, follow the steps below click on the desired portfolio , for example human resources a list of all registered services will appear below finding a service or activity you can locate a service or activity by scrolling through the page to view all options using the search bar to find both services and activities using the filter , which is divided into linked not linked create a new portfolio create a new portfolio to create a new portfolio , follow the steps below click the + new portfolio button a new window will appear on the right side of the screen, containing the necessary fields for portfolio creation fill in the following information icon – choose an icon from the database you can search by category or use the search field by typing the name name – provide a short name for your new portfolio description – describe the purpose of your portfolio cancel/save – click cancel to return to the portfolio list or save to finalize the creation of the new portfolio creating a portfolio with ai creating a portfolio with ai my desk offers artificial intelligence (ai) for portfolio generation it generates portfolios, services, and activities according to the theme and/or details you request to create one with ai, follow the steps below click on the settings menu at the top; click on the portfolios menu on the side; click on the generate portfolio with ai button next to the search bar; a small window will open in the center of the screen; describe the type of portfolio you want more details will yield more accurate results; click the create portfolio with ai button; wait a few seconds while the ai ​​processes; a new window will appear with suggestions for portfolio, services, and activities; edit and/or add services if desired; click save portfolio to accept the suggestion and keep the new portfolio; click back to discard the creation and try again activity link activity link the activity link makes the activity appear in the experience center, allowing you to open a ticket through the portfolio, you can link activities in bulk or individually to learn how to link individually, access the docid 1gdc3ubpz8dx46kzouc b page to learn how to edit links, access the docid\ ugnp7vjxcgu0q6xnl313j page to link activities in bulk, follow the steps below access the portfolios through the settings menu; click the gear icon of the desired portfolio; a portfolio editing window will open on the right side of the screen; click the manage links button; a new window will open in the center of the screen link to approval workflow you can choose to link the portfolio and activities with or without an approval workflow the approval workflow is the process by which tickets go through reviews and authorizations before or after they are handled this ensures that important actions are approved by those responsible, maintaining control and compliance in service delivery to configure with the approval workflow, follow the steps below activate the approval workflow button select the items below; start date this will already be filled with the current date and cannot be modified; ticket flow choose one of the flows below default the ticket will be closed as soon as the issue is resolved, without depending on additional conditions or external approvals conditional the ticket can only be closed based on certain predefined conditions (all sub tickets linked to it have been resolved) default with pre approval the ticket will only be processed after approval or rejection by at least one approver default with approval after the ticket is processed, it will be necessary to submit the service for approval the ticket will only be closed after a response (approval or rejection) from at least one approver calendar select one of the listed calendars; service time select an option from the service time list; executing group select the group that will handle tickets for this activity; approval group select the user group that will approve the activity configure links the link configuration area is divided into two parts unlinked, on the left side of the window shows all portfolio activities that are not linked linked, on the right side of the window shows all portfolio activities that are linked in the center, between the two activity boxes, there are two arrows > right arrow moves the marked activities that are on the left side in unlinked to the right side in linked; < left arrow moves the marked activities that are on the right side in linked to the left side in unlinked to link check the selection box for the activities that are unlinked; click the right arrow >; the activities will be moved to the linked box; click save and then save again in the edit activity window to finish the configuration to unlink check the boxes for the linked activities; click the left arrow <; the activities will be moved to the unlinked box; click save and then save again in the edit activity window to finish the configuration link without approval workflow to link the activity without an approval workflow, follow the steps below leave the approval workflow button at its default setting, disabled, and only two options will be displayed select the items below; start date this will already be filled with the current date and cannot be modified; ticket flow choose one of the flows below default the ticket will be closed as soon as the handling is completed, without depending on additional conditions or external approvals conditional the ticket can only be closed based on certain predefined conditions (all sub tickets linked to it have been handled) calendar select one of the listed calendars; service time select an option from the service time list; executor group select the group that will handle tickets for this activity; approver group option not available only activated for use when using the approval flow configure links the link configuration area is divided into two parts unlinked , on the left side of the window shows all portfolio activities that are not linked linked , on the right side of the window this displays all linked activities in the portfolio in the center, between the two activity boxes, there are two arrows > right arrow moves the marked activities from the left (unlinked) to the right (linked); < left arrow moves the marked activities from the right (linked) to the left (unlinked) to link check the boxes for the unlinked activities; click the right arrow >; the activities will be moved to the linked box; click save and then save again in the edit activity window to complete the configuration to unlink check the boxes for the linked activities; click the left arrow <; the activities will be moved to the unlinked box; click save, and then click save again in the edit activity window to finish the configuration groups with access groups with access this section aims to create access control for one or more portfolios in the experience center through user groups it defines the groups with access to the portfolio in the experience center this is only valid if group restrictions are enabled on the parameters page to learn how to enable or disable parameters, go to the docid\ shaffb1vpslbzeqqcp55c page managing groups you can restrict access to a portfolio in the experience center to one or more user groups the first step is to enable the parameter on the docid\ shaffb1vpslbzeqqcp55c page with it enabled, all portfolios and activities will no longer appear in the experience center to view them again, you need to configure the groups that can access each one to do this, follow the steps below click on the settings tab; click on portfolio in the side menu; click on the gear action button in the upper right corner of the desired portfolio the edit portfolio window will open in the right corner of the screen; scroll to the bottom of the window and you will find the groups with access section; this section defines the groups with access to the portfolio in the experience center, valid only if it is enabled on the settings page click on the manage groups button; a small window will open in the center of the screen; select one or more groups that will have access to this portfolio; click the save button in the window in the center of the screen; click the save button in the bottom right corner of the right hand side window; check now in the experience center that the portfolio is now visible to the chosen group edit portfolio edit portfolio to edit a portfolio, follow the steps below click on the gear icon of the portfolio you want to edit; the editing window opens in the right corner of the screen; make the edits you want; click save to finish delete portfolio delete portfolio to delete a portfolio, follow the steps below click on the gear icon of the portfolio you want to delete; the editing window opens in the right corner of the screen; click on the trash can icon , located in the upper right corner of the window; a small window appears with a message asking if you are sure about deleting, as this action cannot be undone; click on delete to complete the deletion; a confirmation message will appear at the top of the screen