---
title: "Gantt module in portfolio boxes"
canonical: "https://support.appfire.com/space/DLP/2212268773/Gantt%20module%20in%20portfolio%20boxes"
format: markdown
---
> Macro (aura-html)

## Visualize your portfolio in the Gantt module

Discover the power of the Gantt module in portfolio boxes and unlock a new level of project management efficiency. Use the Gantt module for portfolio boxes to:

- Coordinate work across multiple projects simultaneously, including planning dependencies between tasks from different projects.
- Track the progress of different projects in a single, unified view without switching between boxes.
- Gain insight into the progress of initiatives, versions, epics, or milestones across various boxes.
- Determine when a project will end or when a specific team member will be available.

To learn how to create portfolio boxes, see the [Create a new portfolio box](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212235871) page.

![Screenshot of the Gantt module in a portfolio box.](media://1f996ec6-c8cb-4cca-ac42-d126e4856b2f)

## Common use cases

### Group by sub-boxes

Add the **Sub-box** column to see the name of the sub-box in which a task is located. To have a more organized view of the portfolio within the Gantt module, group tasks by sub-boxes. 

To group tasks by sub-boxes:

1. Add the **Sub-box** column to the current view.
2. Expand the **Data** drop-down menu.
3. Click **Group tasks**.
4. Activate the **Sub-box** grouping element and adjust the color.
5. Click **Apply**.

The video presents how to group tasks by sub-boxes within the portfolio box.

### [Group by milestones](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211906227)

To get a clear visual representation of how tasks are progressing towards each milestone within the portfolio box, group tasks by the **Milestone** column. 

To group tasks by milestones:

1. Add the **Milestone** column to the current view.
2. Expand the **Data** drop-down menu.
3. Click **Group tasks**.
4. Activate the **Milestone** grouping element and adjust the color.
5. Click **Apply**.

The video presents how to group tasks by milestones within the portfolio box.

### [Manage baselines](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212233564)

Display, edit, and delete baselines for tasks from multiple boxes within one portfolio box.

![Screenshot of baselines in a portfolio box in the Gantt module.](media://ca637b54-2531-4b77-b4e3-89f6d804708d)

### [Apply quick filters](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212529182)

Use quick filters to narrow down the data displayed within one portfolio box. By default, the following quick filters are available for portfolio boxes in the Gantt module:

- Epics only
- Milestones only (with label)
- Tasks in active sprint
- My tasks
- Not started tasks
- In progress tasks
- Resolved

![Screenshot of the quick filters for a portfolio box in the Gantt module.](media://0c1ac3a4-84b8-459c-a58a-49d52317538f)

### Workload and capacity

Enable the [Resources panel](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212332002) in the Gantt module to preview the work assigned to team members within one portfolio box.

![Screenshot of the Resources panel enabled for portfolio boxes in the Gantt module.](media://af1a0595-fcd9-47c4-bf76-ef5b82f4520d)

## Default portfolio box type settings

To learn more about the default settings for portfolio boxes, see the [Default box type settings](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211189473) page. 

### [Available modules](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211971495)

The following modules are available for portfolio boxes by default:

- Overview
- Gantt
- Scope
- Resources
- Teams
- Risks
- Reports

![portfolio-box-available-modules.png](media://38d60f18-b52f-4d11-a974-6a122b30456b)

### [Column views](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212266704)

The following column views are available for portfolio boxes by default:

- Essentials Portfolio
- Agile Portfolio
- Classic Portfolio

To manage the default column views, go to **Administration **>** Box type **>** **select **Portfolio box type **>** Gantt **>** Column views**. 

![Screenshot of the default column views available for portfolio boxes in the Gantt module.](media://ccbfe767-f7c6-4e3d-a081-86a9d80a2563)

## Constraints

### One task in multiple boxes

When one task is duplicated in multiple boxes within one portfolio box, it will be displayed **only once** in that portfolio box in the Gantt module. 

### [Task structure](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211906385) / [Scope definition](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211646406)

- You **can't** modify the task structure settings of a portfolio box in the Gantt module because it includes boxes of different box types with individual settings.
- You **can’t** manually move or reorder tasks.
- You **can’t **manage the scope definition in portfolio boxes (none scope boxes). The **Manage scope definition** feature and the **Scope definition** page in the box configuration are unavailable.

> ℹ️ To move or reorder tasks, go to the sub-box level where a task is located.

To move or reorder tasks:

1. Go to the sub-box where a task is located. To find it faster, add the **Sub-box** column to the view.
2. Make changes to a task at the sub-box level.
3. Return to the portfolio box to see the updated view.

### [Organize tasks](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211351848)

The Organize tasks feature is not available for portfolio boxes (none scope boxes).

![Screenshot od the Data menu in the Gantt module.](media://becaa917-20b6-4340-9591-a5347ed3120f)

### [Resynchronization](https://appfire.atlassian.net/wiki/pages/createpage.action?spaceKey=dlpdraft&title=NEW%20Data%20Synchronization%20with%20connected%20tools&linkCreation=true&fromPageId=2024280960)

The Resynchronize feature is not available for portfolio boxes (none scope boxes).

### ‘+Add task’ menu unavailable

You **can’t** add tasks to portfolio boxes (none scope boxes). The **+Add task** and **inline create** features are disabled.

> ℹ️ To add new tasks, go to the sub-box of the portfolio box.

To add new tasks:

1. Go to the sub-box where you want to add new tasks. To find it faster, add the **Sub-box** column to the view.
2. Add tasks at the sub-box level.
3. Return to the portfolio box to see the updated view.

![Screenshot of the Add task menu unavailable for portfolio boxes in the Gantt module.](media://1fe705c0-0c55-491c-ba9f-44763a0ddff7)