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Updated by Oleksii Borysenko 9 months ago
**As** a portfolio manager or board member
**I want to** access the overview and critical information for my companies workspaces in a clear navigation
**so that** I can check this information on the go easily
## **Acceptance criteria**
#### **Global**
* [ ] The currently called `Portfolio management` module is renamed to `Projects`.
* [ ] The icon of the module is no longer the `briefcase` one but the `project` one.
#### **Workspaces index**
* [ ] When the user enters this module with all see permissions and there are both portfolios and programs they find:
* [ ] Two fixed entries at the top of the screen for: Portfolios and Programs.
* [ ] If the project doesn't have any portfolio or program, these entries are hidden and the `All projects` section is not collapsable any more.
* [ ] A collapsable sub-header for `All projects` that expands and collapses all the entry points below, including:
* [ ] Search bar and segmented control with All and Favourites.
* [ ] The list of all the visible portfolios, programs, and projects in a hierarchy list. The hierarchy list should be expandable and collapsable on the higher levels of hierarchy. Each entry point will have the following information:
* [ ] Icon indicating if it is a portfolio, program, or project.
* [ ] Name of the workspace.
* [ ] Star icon if the workspace has been marked as favourite.
* [ ] A chevron (if it has sub-elements) to expand or collapse the levels below the point. Note that only the chevron should expand and collapse, clicking anywhere else in the list element should open the overview page of that workspace.
* [ ] A new approach to truncating the workspaces names, inspired by the solution used by iOS, is to be implemented. When the name needs to be truncated, we will keep the last 15 characters of the name and then truncate in between with `…`.
* [ ] When the user uses the segmented control for favourites or search by name functionalities, the results should be displayed normally, but its parent items in the hierarchy should also be displayed but greyed out.
* [ ] By default, the all workspaces section elements are all collapsed, besides the two first higher levels of the hierarchy.
* [ ] The search functionality will trigger the scroll of the quick entries (portfolios and programs) so the search results have more space.
#### **Portfolios and Programs index**
* [ ] The portfolio and programs index page has:
* [ ] Search bar.
* [ ] Segmented control for All and Favourites.
* [ ] All the portfolios or programs will be displayed in a border box but with some extra information:
* [ ] Icon + Name + Star icon (if marked as favourite).
* [ ] Description.
* [ ] Status.
* [ ] Amount of sub-elements: sub-portfolios, programs and projects.
## **Technical notes**
* [ ] We need to switch the loading behaviour from loading all projects at once to load in a pagination approach.
* [ ] From dev: we can't calculate an exact 15 characters to truncate name. we will truncate in the middle, but it might be more or less than 15 characters from time to time
* [ ] From dev: Add/Remove from favorite is not a part of this feature because it is not yet ready in the backend. Reference: <mention class="mention" data-id="67241" data-type="work_package" data-text="#67241">#67241</mention>
* [ ] From dev: Permissions will be a part of another task <mention class="mention" data-id="66978" data-type="work_package" data-text="#66978">#66978</mention>. For this task we assume that all permissions for viewing projects, portfolio and programs are granted<br>
<br>
## **Permissions and visibility considerations**
* [ ] Need to read which permissions do the user have to see Portfolios, and Programs.
* [ ] If the user can't see these entities, hide the entry points for them.
## **Visual reference**
<img class="image_resized op-uc-image op-uc-image_inline" style="width:280px;" src="/api/v3/attachments/779310/content">
## **Out of scope**
* Connect the new API module created in the web app: <mention class="mention" data-id="66254" data-type="work_package" data-text="###66254">###66254</mention>
**I want to** access the overview and critical information for my companies workspaces in a clear navigation
**so that** I can check this information on the go easily
## **Acceptance criteria**
#### **Global**
* [ ] The currently called `Portfolio management` module is renamed to `Projects`.
* [ ] The icon of the module is no longer the `briefcase` one but the `project` one.
#### **Workspaces index**
* [ ] When the user enters this module with all see permissions and there are both portfolios and programs they find:
* [ ] Two fixed entries at the top of the screen for: Portfolios and Programs.
* [ ] If the project doesn't have any portfolio or program, these entries are hidden and the `All projects` section is not collapsable any more.
* [ ] A collapsable sub-header for `All projects` that expands and collapses all the entry points below, including:
* [ ] Search bar and segmented control with All and Favourites.
* [ ] The list of all the visible portfolios, programs, and projects in a hierarchy list. The hierarchy list should be expandable and collapsable on the higher levels of hierarchy. Each entry point will have the following information:
* [ ] Icon indicating if it is a portfolio, program, or project.
* [ ] Name of the workspace.
* [ ] Star icon if the workspace has been marked as favourite.
* [ ] A chevron (if it has sub-elements) to expand or collapse the levels below the point. Note that only the chevron should expand and collapse, clicking anywhere else in the list element should open the overview page of that workspace.
* [ ] A new approach to truncating the workspaces names, inspired by the solution used by iOS, is to be implemented. When the name needs to be truncated, we will keep the last 15 characters of the name and then truncate in between with `…`.
* [ ] When the user uses the segmented control for favourites or search by name functionalities, the results should be displayed normally, but its parent items in the hierarchy should also be displayed but greyed out.
* [ ] By default, the all workspaces section elements are all collapsed, besides the two first higher levels of the hierarchy.
* [ ] The search functionality will trigger the scroll of the quick entries (portfolios and programs) so the search results have more space.
#### **Portfolios and Programs index**
* [ ] The portfolio and programs index page has:
* [ ] Search bar.
* [ ] Segmented control for All and Favourites.
* [ ] All the portfolios or programs will be displayed in a border box but with some extra information:
* [ ] Icon + Name + Star icon (if marked as favourite).
* [ ] Description.
* [ ] Status.
* [ ] Amount of sub-elements: sub-portfolios, programs and projects.
## **Technical notes**
* [ ] We need to switch the loading behaviour from loading all projects at once to load in a pagination approach.
* [ ] From dev: we can't calculate an exact 15 characters to truncate name. we will truncate in the middle, but it might be more or less than 15 characters from time to time
* [ ] From dev: Add/Remove from favorite is not a part of this feature because it is not yet ready in the backend. Reference: <mention class="mention" data-id="67241" data-type="work_package" data-text="#67241">#67241</mention>
* [ ] From dev: Permissions will be a part of another task <mention class="mention" data-id="66978" data-type="work_package" data-text="#66978">#66978</mention>. For this task we assume that all permissions for viewing projects, portfolio and programs are granted<br>
<br>
* [ ] Need to read which permissions do the user have to see Portfolios, and Programs.
* [ ] If the user can't see these entities, hide the entry points for them.
## **Visual reference**
<img class="image_resized op-uc-image op-uc-image_inline" style="width:280px;" src="/api/v3/attachments/779310/content">
## **Out of scope**
* Connect the new API module created in the web app: <mention class="mention" data-id="66254" data-type="work_package" data-text="###66254">###66254</mention>