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Table of Contents

Introduction

The Resources module aggregates data from sub-boxes in the portfolio box. If the portfolio box is empty, you are asked to add sub-boxes in the Resources module.

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Create new sub-boxes

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To create new sub-boxes with monday boards:

Click Add items.
Select Import monday boards and click Add.
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Select one or more monday boards to import.
If you select multiple boards, you can enable the toggle switch to create a separate box for each monday board.
Define the box type.
When ready, click “Import”.
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Move existing boxes

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To move existing boxes as sub-boxes to the portfolio box:

Click Add items.
Select Add existing and click Add.
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Select boxes. You can move multiple boxes at the same time.
Click Add.
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There is no data to aggregate - add tasks

The Resources module aggregates data from sub-boxes in the portfolio box. If sub-boxes are empty, you are asked to add tasks to sub-boxes.

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Add tasks in the Overview module

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You can add tasks to sub-boxes in the Overview module. Repeat these steps for all sub-boxes in the portfolio box.

Go to the Overview module.
Right-click on the sub-box or select Configure from the More actions menu.
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Go to Tasks > Scope definition.
Define the scope.
When ready, click Save.
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Add tasks (already existing in monday)

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You can add existing tasks to sub-boxes.

Click Add tasks.
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If you added multiple monday boards as sub-boxes, select where you want to add tasks first.
Click Add tasks.
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Tasks are now visible. If you want to change the scope, go to Manage scope definition.
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Filters

Use filters for portfolio boxes in the Resources module. Filters allow you to narrow down the data you display.

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Available filters for portfolio boxes:

Search - see more on the Search page
Filter options - see more on the Additional filter options page

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Troubleshooting and setup

The Resources module aggregates data from all sub-boxes in the portfolio. The view is based on individual users or teams.

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Portfolio box teams

A portfolio should have the same teams as the boxes it contains.

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If the Teams module isn't active, activate, activate it.
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Go to the Teams module in the portfolio.
Use the Assign existing team option.
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Add teams that match the boxes in the portfolio. Teams have to be added one by one.