Box types

Table of contents

Box types allow you to 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 shaping a portfolio hierarchy to suit your business needs best.

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. Each team 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. If you edited a Box type in a separate tab, refresh the page to ensure changes are reflected in the App. 

Security and access

Only the App admin can access and change the Box type configuration.

Click the "wrench" icon and select "Box types" from the drop-down list.

Open

Click the Box type name to open its settings. 

Open

Which Box type to choose?

Do you carry out many business projects independently of each other? If so, choose the Portfolio Box structure and individual Box project types, e.g., Agile, Classic, or Hybrid projects. Or maybe you want to manage a specific project and understand what is going on in it? Choose a project type and divide it into Stages or Iterations.

Decide which project type would be the best option for your business goals:

The diagram below shows the default, out-of-the-box configuration.

Box type attributes

Each Box type has a set of attributes such as:

• Prefix

• Name

• Status

• Parent Types

• Description

More attributes are in the Administration > Box” Specify a Box type name and Box prefix. Then, select a default icon and adjust its color. 

You can configure more attributes for a newly created Box type in the General (Box types) section. 

Duplicate Box types

To simplify setup, you can duplicate an existing Box type (all settings are copied) and make needed adjustments. Click the "Duplicate" button as shown in the image below. 

A Box type duplicate is automatically created with a "-copy" suffix added to the name (no creation pop-up appears). 

Delete Box types

You can delete a Box type only when no Boxes use it, and the Box type status is set to "DRAFT.” Deletion is irreversible. 

To delete a Box type, click the "Bin" button. 

Archive Box types

Archiving a Box type doesn't affect existing Boxes that use the configuration - an archived Box 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.

You can restore archived Box types at any time. 

Restore Box types

You can restore Box types that are archived. Toggle the "Show archived Box types" switch to hide/show archived types. To restore a Box type, click the "curved arrow" button. 

Update rules

The table below presents policies applicable to changes made to Box type attributes.