Meet the new BigPicture navigation
A faster, smarter, and more intuitive way to work is here. We’ve redesigned BigPicture navigation to give you a smoother experience and better access to what matters most.
→ Discover what’s new, explore key improvements, and review feature name updates on the New navigation page.
→ The rollout will happen gradually, and the previous navigation will be retired in September 2026.
Roll up data from child boxes
Roll up data from child boxes (old navigation)
Resources module
Portfolio admins can analyze the capacity and workload of individual resources on the portfolio level. In one view, they can see the workload of all employees from projects included in the portfolio.
This provides easy access to information about over- or under-allocated resources. Teams or individuals can be added to the Portfolio or Project (lower) level.
Data rollup
Data about tasks is rolled up from lower-level boxes (tasks from Own scopes under that None scope box).
Box status has no impact (closed boxes are included)
Data about teams, teams' members (or task assignees), and their memberships are taken from a Portfolio box and are rolled up from lower-level boxes (child boxes on all levels in the box hierarchy).
Limitations
Task data from Own scope under Own scope, Own scope under a Sub-scope box is not included in the rollup.
The task and assignee (team or person) must be in the same box. Keep in mind that you can assign people and teams to multiple boxes.
Roll up data from child boxes (new navigation)
Resources module
Portfolio admins can analyze the capacity and workload of individual resources, teams, projects, and skills on the portfolio level. In one view, they can see the workload of all resources from projects included in the portfolio.
This provides easy access to information about over- or under-allocated resources.
Data rollup
Data about tasks is rolled up from lower-level boxes (data means tasks from the Own scope boxes that are nested under the None scope box).
Box status has no impact on data (Closed boxes are included in calculations).
Data about teams, team members (or task assignees), and their memberships are retrieved from a Portfolio box and rolled up from lower-level boxes (child boxes at all levels in the box hierarchy).
Limitations
Data from the Own scope box nested under Own scope box, or Own scope box nested under a Sub-scope box, is not included in the rollup.
The task and assignee (team or person) must be in the same box. Remember that you can assign people and teams to multiple boxes.
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