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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
Go to the Home (root) box > Overview module.
Click the "+" add button.
Select a "Portfolio" box type.
Required - enter the:
namedate range
start/end dates - automatically set to today, you can change start/end dates now or later.
Optional - change the:
Icon
Icon color
Click "Create".
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Overview "Create new Portfolio" tile
Set up a portfolio Box - a Box to nest your projects. Portfolio Boxes help you organize your work and provide you with reporting capabilities. 
Adjust the Box information:
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Complete a box name.
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Adjust the icon and its color for a box.
Click Create.
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Resources module
There is no data to aggregate - add boxes
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| Expand | ||
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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 the team assignment is changed. |
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