---
title: "Gantt module in portfolio boxes"
canonical: "https://support.appfire.com/space/SPM/1918700619/Gantt%20module%20in%20portfolio%20boxes"
format: markdown
---
> Macro (aura-html)
# Gantt module in portfolio boxes (old navigation)
Click to expand the guide
## 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/SPM/pages/1918634872) page.
## 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 interactive tutorial presents how to group tasks by sub-boxes within the portfolio box.
### [Group by milestones](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918830289)
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 integractive tutorial presents how to group tasks by milestones within the portfolio box.
### [Manage baselines](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918404564)
Display, edit, and delete baselines for tasks from multiple boxes within one portfolio box.
### [Apply quick filters](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918635901)
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
### Workload and capacity
Enable the [Resources panel](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918798033) in the Gantt module to preview the work assigned to team members within one portfolio box.
## 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/SPM/pages/1918799075) page.
### [Available modules](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918503298)
The following modules are available for portfolio boxes by default:
- Overview
- Gantt
- Scope
- Resources
- Teams
- Risks
- Reports
### [Column views](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918404907)
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**.
## 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/SPM/pages/1918832018) / [Scope definition](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918634319)
- 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/SPM/pages/1918667546)
The Organize tasks feature is not available for portfolio boxes (none scope boxes).
### [Resynchronization](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918404058)
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.
# Gantt module in portfolio boxes (new navigation)
Click to expand the guide
## 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/SPM/pages/1918634872) page.
## 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 provide a more organized view of the portfolio in the Gantt module, [group tasks](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918830289) into sub-boxes.
To group tasks by sub-boxes:
1. Add the **Sub-box** column to the current column view.
2. From the **View** dropdown, select **Group**.
3. The **Group tasks** modal displays. Activate the **Sub-box** grouping element. Optionally, customize the group color.
4. Click **Apply**.
The interactive tutorial presents how to group tasks by sub-boxes within the portfolio box.
### Group by milestones
To get a clear visual representation of how tasks are progressing towards each [milestone](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918537479) 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. From the **View** dropdown, select **Group**.
3. The **Group tasks** modal displays. Activate the **Milestone** grouping element. Optionally, customize the group color.
4. Click **Apply**.
### Manage baselines
Display, edit, and delete [baselines for tasks](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918404564) from multiple boxes within a single portfolio box.
### Apply quick filters
Use [quick filters](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918635901) to narrow the data displayed in a single portfolio box. By default, the following quick filters are available for portfolio boxes in the Gantt module:
- My tasks
- Epics only
- Not started tasks
- In progress tasks
- Resolved
### Workload and capacity
Enable the [Resource panel](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918798033) in the Gantt module to preview the work assigned to team members in a single portfolio box.
## 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/SPM/pages/1918799075) page.
### Available modules
The following [modules](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918503298) are available for portfolio boxes by default:
- Overview
- Gantt
- Scope
- Resources
- Teams
- Risk Management
- Risks
- Reports
- OKR
- Priorities
- Financials
### Column views
The following [column views](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918404907) are available for portfolio boxes by default:
- Essentials Portfolio
- Agile Portfolio
- Classic Portfolio
To manage the default column views, go to **Administration **>** Box types **>** **select **Portfolio box type **>** Gantt **>** Column views**.
## Constraints
### One task in multiple boxes
When a task is duplicated across multiple boxes within a portfolio box, it is displayed only once in that portfolio box in the Gantt module.
### Task structure / Scope definition
- You **can't** modify the [task structure](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918832018) 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 Jira work items in portfolio boxes (none scope boxes). The **Tasks** button and the *[Work items from Jira](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918634319)* 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.
### Default task order
The **[Default task order](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918667546)** option is not available for portfolio boxes (none scope boxes).
### Resynchronization
The **[Resynchronize](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918404058)** feature is not available for portfolio boxes (none scope boxes).
### Tasks (button)
You cannot add tasks to portfolio boxes (none scope boxes). The task creation (including the inline method) 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.