---
title: "Create a new portfolio."
canonical: "https://support.appfire.com/space/DLP/298420143/Create%20a%20new%20portfolio."
format: markdown
---
| **Contents:**<br>> Macro (toc) |
| --- |

## What is a portfolio box? 

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. 

![Screenshot of a portfolio box in the Overview module.](media://d1d7ec68-ac16-4fa3-aac5-2e87f1ce8d56)

## Create a portfolio box

### Method 1 

1. Go to the **Home (root) box **>** Overview module**.
2. Click the **+ **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.

### Method 2 

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

The video presents how to create a portfolio box.