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Introduction
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. 
Create a Portfolio Box
"Add" button
Go to the Home (root) box > Overview module.
Click the "+" add button
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select a "Portfolio" box type
Required - enter the:
name
date range
Optional - change the:
Icon
Icon color
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. 
Adjust the Box information:
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
Click "Add items"
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Select a box type
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Click "Add"
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Overview module of Portfolio opens. Fill in box details.
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Click "Create"
Move existing boxes
Click "Add items"
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Select "Add existing"
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Select boxes. You can move multiple boxes at the same time.
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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.
Go to the "Overview" module"
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Right-click OR "More actions"
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Go to Tasks > Scope definition
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Define the scope - you can use Jira projects, Jira boards and Jira filters.
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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.
Click the "Add tasks"
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Select a box (step available only when you have multiple boxes)
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Click "Add tasks"
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Click "Manage Scope definition"
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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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Optional: Use the "narrow down" field to exclude tasks
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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
If the Teams module isn't active, activate, activate it.
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Go to the "Teams" module in the "Portfolio".
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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.
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Failed to reassign a task
The resources module allows you to move a task (a task gets reassigned).
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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).
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A task is in the "Classic project - House Build" box. "Classic project - House Build" box has four teams: In the "Portfolio" box there are more than those four teams: 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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Table of contents
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