What is a Portfolio Box?
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Contents:
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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.
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Create a
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portfolio box
Method 1
Go to the Home (root) box > Overview module.
Click the
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+
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button
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.
Select the Portfolio box type.
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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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Enter:
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- Icon
- Icon color
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Name (required)
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Change:
Icon (optional)
Icon color (optional)
Click Create.
The video presents how to create a portfolio box.
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Method 2
Go to the Home (root) box > Overview module.
Click the arrow to see tiles.
Click Create new Portfolio.
Select the Portfolio box type.
Enter:
Name (required)
Start and end dates are automatically set to today. You can edit start/end dates now or later.
Change:
Icon (optional)
Icon color (optional)
Click Create.
The video presents how to create a portfolio box.
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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
Click "Add items"
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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".
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Select "Add existing"
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.
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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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.
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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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Filters
Use filters for portfolio boxes in the Resources module. Filters allow you to narrow down the data you display.
Available filters for portfolio boxes:
Quick filters - see more on the Quick filters page
Search - see more on the Search box page
Filter options - see more on the Filters page
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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
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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).
Issue: A task cannot be assigned to a team
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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. |
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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 the team assignment is changed. |
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Table of contents
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