---
title: "Create portfolio box"
canonical: "https://support.appfire.com/space/BPEdc/2533458748/Create%20portfolio%20box"
format: markdown
---
## Create a portfolio box in the Overview module

###  +Add new (button)

1. Go to the **Home (root) box **>** Overview module**.
2. Click the **+Add new **button.
3. Select the **Portfolio** box type.
4. Enter:
  1. Name (required)
5. Start and end dates are automatically set to today. You can edit start/end dates now or later.
6. Change:
  1. Icon (optional)
  2. Icon color (optional)
7. Click **Create**.

The video presents how to create a portfolio box.

> Macro (iframe)

### Start working with BigPicture (tile) 

1. Go to the **Home (root) box **>** Overview module**.
2. Under the **How do you want to start working with BigPicture? **section, click the **Create new portfolio** tile.

3. Select the **Portfolio** box type.
4. Enter:
  1. Name (required)
5. Start and end dates are automatically set to today. You can edit start/end dates now or later.
6. Change:
  1. Icon (optional)
  2. Icon color (optional)
7. Click **Create**.

The video presents how to create a portfolio box.

> Macro (iframe)

### +Add new (contextually)

1. Mouse over the line separating the boxes until the **plus** (**+**) **icon** appears.
2. Click it.
3. Select the **Portfolio** box type.
4. Enter:
  1. Name (required)
5. Start and end dates are automatically set to today. You can edit start/end dates now or later.
6. Change:
  1. Icon (optional)
  2. Icon color (optional)
7. Click **Create**.

![create-box-inline.png](media://d48c89e2-a6f7-491b-a83b-0300ca6a99d6)

## Limitations

- You **cannot create a sub-box** under a closed or archived parent box. The plus icon is grayed out.

![image-20240130-092631.png](media://9bffbe51-02a9-42c6-8f60-baccc7895c81)