Changing Box Type settings can function in three ways:
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A change applies only to boxes created from that point on - existing boxes are not affected
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For example, changing a Tasks > Scope definition (Box types).
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Boxes of the
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existing "Program"
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won't be affected. Their scope will remain
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as it was set up during the creation process.
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a change applies to all boxes, both existing and newly created
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Tasks > Quick filters functioning:
For example, you have a Program-type Box called "My Project." It contains three Program Increment Boxes.
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The "Program Increment" Box type is set up
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with quick filters "Own with Inherited." This means that the same filters available in the "My Project" Box (the parent of the Increment) are available in sub-Boxes, + you can create new quick filters directly in Program Increments.
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You are inside the Box Configuration of one of the Program Increments in the picture below. Inherited filters are marked with an arrow. When you hover a mouse over any
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of them, you can see the Key of the Box they come from (in our example, the Key of My Project is PROG-257). The "Program Increment Filter" has only been added
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to this Box.
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When you change the Box type settings of "Program Increment" and allow only for Inherited filters:
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You can no longer use the "Program Increment Filter" → only inherited filters are available. The tab that allows setting up filters for the Increment is hidden and cannot be accessed.
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Filters from upper-level Boxes are available. That includes all boxes to the top of the hierarchy.
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This means filters from the Home (root) Box + Filters from the "My Project" Box.
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a change applies to all boxes, both existing and newly created, but the existing setup is not disrupted - future changes will be validated with new rules, but what you already have in place, you get to keep
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For example, changing possible parent types of Boxes:
The "Program Increment" Box type can be nested under the "Program" type.
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If you change possible parent types, the existing structure won't be disrupted, but you won't be able to create new Program Increments under any Program-type Box (including "My Project").
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The table below shows how a given change of in the Box type settings impacts existing and new Boxes.
Settings | New Boxes | All Boxes | All Boxes | Can Box type settings be overridden for an individual Box |
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General > Basics > Box type name | X | Yes | ||
General > Basics > Prefix | X | NO | ||
General > Basics > Parent types | X | NO | ||
General > Basics > Icon | X | Yes | ||
General > Basics > Icon color | X | Yes | ||
General > Basics > Color | X | |||
General > Advanced > Sequentiality | X | NO | ||
General > Advanced > Period mode | X | NO | ||
General > Modules | X | Yes | ||
Tasks > Scope definition > Scope type | X | NO | ||
Tasks > Task Structure | X | Yes | ||
Tasks > Scheduling > Default period mode | X | Yes | ||
Tasks > Workload contouring > Default contouring mode | X | Yes | ||
Tasks > Quick Filters > Inheritance mode | X | NO | ||
Tasks > Quick Filters > Default Quick Filters | X | Yes | ||
Resources > Basics > Manually allocated teams | X | NO | ||
Resources > Basics > Auto-inherited upper-level teams | NO | |||
Resources > Basics > Configurable Story Point conversion ratio | X | NO | ||
Security > Basics > Inheritance mode | X | NO | ||
Security > Basics > Default security role assignment | X | Yes | ||
Gantt > Column Views > Inheritance mode | X | NO | ||
Gantt > Task Templates > Inheritance mode | X | NO | ||
Gantt > Task Templates > Default Task templates | X | Yes | ||
Scope > Column Views > Inheritance mode | X | NO | ||
Scope > Column Views > Default Column Views | X | Yes | ||
Board > Card Views > Inheritance mode | X | NO | ||
Board > Card Views > Default Card Views | X | Yes | ||
Roadmap > Business value > | X | |||
Roadmap > Colors | X | NO | ||
Risks > Card Views > Inheritance mode | X | NO | ||
Risks > Card Views > Default Card Views | X | Yes |