Thanks to Box Types, you can set up any number of default Boxes - flexible, high-level containers that come preconfigured, partially customized, or fully personalized. In practice, this means unprecedented flexibility in the way you can shape a portfolio hierarchy to best suit your business needs.
A Box type is akin to a template, which, once configured, can be used each time you or your team want to start working on a new thing (i.e., a Project, Portfolio, etc.), launch a new SAFe Agile Release Train, or do anything else. In fact, each of your teams can have a different Box template to accommodate different types of projects and individual team preferences.
Additionally, if you want to reorganize your work, or a team needs to take over Boxes already configured in a way they dislike, you can easily make adjustments and meet their preferences. How? When you move Boxes in the hierarchy, they can be set to inherit settings from higher-level Boxes. This can save you a lot of time and let you focus on your work.
The Overview module has a built-in Box type filter - you can, for example, create a Box type dedicated to a particular team, reducing the clutter and making it easy for the team members to locate their work.
You can configure a variety of settings for each Box type. These include:
- Parent Box types
- Default Box configuration, including the Inheritance mode (for selected features) of:
Adjust settings of a section; then, if a "Save" button is present, remember to click it. If you were editing a Box, type in a separate tab, refresh the page to make sure changes are reflected in the App.
A Box type of a given Box cannot be changed once a Box has been created.
Security and access
Only the App admin security role can access and change the Box type configuration.
To change the Box type configuration go to the App drop-down at the top > Administration > Box types. Choose the Box type you want to edit by clicking on its name.
Box type configuration
BigPicture Enterprise provides you with additional preconfigured Box types and gives you the ability to create your own without limits. The diagram below shows the default, out-of-the-box configuration:
Each Box type has a set of attributes.
Read about Basics section (Administration > Box type > edit > General > Basics) to find out more about administration settings related to:
- Colored Icon
- Parent Types
Adding New Box Types
To add a new Box type, specify a name, prefix and select a default colored icon.
Duplicating Box Types
To make setup easier, you can duplicate an existing Box type (all settings are copied) and make needed adjustments. Click the Duplicate button as shown on the image below:
A Box type duplicate is automatically created with a "-copy" suffix added to the name (no creation pop-up appears):
Deleting Box Types
You can delete a Box type only when no Boxes use it – status is set to DRAFT. Deletion is irreversible.
To delete a Box type click the "Bin" button:
Archiving Box types
Archiving a Box type doesn't affect existing Boxes that use the configuration - an archived type can still be in use, but won't be available when creating a new Box. Only the Box types in the "IN USE" status can be archived.
Restoring Box Types
You can restore archived Box types. Toggle the "Show archived Box types" switch to hide/show archived types. To restore a Box type click the "curved arrow" button: