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Introduction
Portfolio Boxes boxes help you organize your work and provide you with reporting capabilities.
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Go to the Home (root) box > Overview module.
Click the "+" add button.
select 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 to nest your projects. Portfolio Boxes help you organize your work and provide you with reporting capabilities. 
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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"
Select a box type
Click "Add"
Overview module of Portfolio opens. Fill in box details.
Click "Create" .
Select “Import Jira Projects” and click “Add”.
Select one or more Jira projects to import.
If you select multiple projects, you can enable the toggle switch to create a separate box for each Jira project.Define the box type.
When ready, click “Import”.
New sub-boxes are now visible.
Move existing boxes
Click "Add items".
Select "Add existing" .
Select boxes. You can move multiple boxes at the same time.
Click "Add".
There is no data to aggregate - add tasks
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Go to the "Overview" module".
Right-click OR "More actions".
Go to Tasks > Scope definition
Define the scope - you can use Jira projects, Jira boards and Jira filters.
Optional: Use the "narrow down" field to exclude tasks
Add tasks (already existing in Jira)
To add tasks to the first Box you can use the following process.
Click the "Add tasks"
Select a box (step available only when you have multiple boxes)
Click "Add tasks"
Click "Manage Scope definition".
Define the scope - specify which Jira tasks should be included. You can add entire Jira projects, Jira boards or use Jira Filters.
Optional: Use the "narrow down" field to exclude tasks.
Click "Save".
Resources module in Portfolio - troubleshooting and setup
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Issue: Capacity can't be calculated , because there are no team members in Portfolio teams.
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If the Teams module isn't active, activate, activate it.
Go to the "Teams" module in the "Portfolio".
Use the "Assign existing team" option.
Add teams that match the boxes in the portfolio. Teams have to be added one by one.
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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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