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 "+ " add button.
Select a "the Portfolio" box type.
Required - enter theEnter:
name
start/Name (required)
Start and end dates
-are automatically set to today
, you. You can
changeedit start/end dates now or later.
Optional - change theChange:
Icon (optional)
Icon color (optional)
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.
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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.
Adjust the icon and its color for a box.
Click Create.
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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".
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
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".
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".
Filters
Use filters for portfolio boxes in the Resources module. Filters allow you to narrow down the data you display.
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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 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.
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.
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).
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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.  |
