Page Comparison

What is a Portfolio Box? 

Portfolio Boxes help you organize your work and provide you with reporting capabilities. 

A portfolio box doesn't contain tasks. It aggregates data from boxes nested in it. 
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Create a Portfolio Box

"Add" button

1. Go to the Home (root) box > Overview module.
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3. select a "Portfolio" box type
4. Required - enter the:
   1. name
   2. date range
5. Optional - change the:
   1. Icon
   2. Icon color
6. Click "Create"

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Overview "Create new Portfolio" tile

Set up a portfolio Box - a Box in which you can nest your projects. Portfolio Boxes help you organize your work and provide you with reporting capabilities. 
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Adjust the Box information:
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Resources module

There is no data to aggregate - add boxes

The Resources module in a Portfolio box aggregates data from sub-boxes. No sub-boxes were detected. The Portfolio box is empty. To use the Resources module, add sub-boxes to a Portfolio.

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Create new boxes

1. Click "Add items"
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2. Select a box type
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3. Click "Add"
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4. Overview module of Portfolio opens. Fill in box details.
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5. Click "Create" 

Move existing boxes

1. Click "Add items"
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2. Select "Add existing" 
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3. Select boxes. You can move multiple boxes at the same time.
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4. Click "Add"
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There is no data to aggregate - add tasks

The Resources module in a Portfolio box aggregates data from sub-boxes. Sub-boxes are empty. To use the Resources module, add tasks to boxes.

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Add tasks (Overview module)

Add tasks to boxes in the Portfolio. Repeat for all boxes. 

1. Go to the "Overview" module"
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2.  Right-click OR "More actions"
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3. Go to Tasks > Scope definition
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4. Define the scope - you can use Jira projects, Jira boards and Jira filters.
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5. Optional: Use the "narrow down" field to exclude tasks
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Add tasks (already existing in Jira)

To add tasks to the first Box you can use the following process.

1. Click the "Add tasks" 
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2. Select a box (step available only when you have multiple boxes)
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3. Click "Add tasks"
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4. Click "Manage Scope definition"
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5. Define the scope - specify which Jira tasks should be included. You can add entire Jira projects, Jira boards or use Jira Filters. 
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6. Optional: Use the "narrow down" field to exclude tasks
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7. Click "Save"
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Resources module in Portfolio - troubleshooting and setup

The Resources module in a Portfolio box aggregates data from all 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.

Issue: Capacity can't be calculated, because there are no team members in Portfolio teams.

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Solution: Assign teams to the portfolio Box

1. If the Teams module isn't active, activate, activate it.
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2. Go to the "Teams" module in the "Portfolio".
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3. Use the "Assign existing team" option
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4. Add teams that match the boxes in the portfolio. Teams have to be added one by one. 
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Failed to reassign a task

The resources module allows you to move a task (a task gets reassigned).

Issue: A task cannot be assigned to a team, because that team doesn't exist in both boxes (Portfolio and the task the box is in).

Example:

A task is in the "Classic project - House Build" box.
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"Classic project - House Build" box has four teams:
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In the "Portfolio" box there are more than those four teams:
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Moving a task in the Resources module of the Portfolio box lets you reassign it to a different team. Teams have to be from the same box.

A task isn't being moved to a different box - only team assignment is changed.
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