Scope column views (box types)

In this section, you can preconfigure the Scope module's default Column Views and the Inheritance mode for a given Box type.

Keep in mind:

• A “Box type” contains the default settings applicable to multiple boxes (all boxes of a given type). Those settings are adjusted in box type administration.

• Box configuration refers to the settings of a single, individual box. They are dependent on the box type settings. 

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Inheritance mode

In general, selecting an Inheritance mode determines if an upper-level Box imposes the configuration. As a result, when the Inheritance mode is set to "Inherited" or "Own with inherited," the Column Views of upper-level Boxes appear in the Column Views drop-down of the Scope module (a sub-Box can use them).

The "Own" inheritance mode provides much more flexibility. When enabled, it lets you define the default Column Views for all boxes of a given type. The default Column views are set up when a new Box is created and can be later adjusted for each Box by a Box admin (the default configuration can be manually overridden).

The "Inherited only" mode doesn't allow for making any changes directly in the sub-box configuration - the Column Views are inherited from the upper-level Box. Box Admins can impact the sub-Box by editing the Column Views directly in the upper-level Box configuration (if they are also Box Admins for the upper-level Box). As a result, users cannot change some of the settings of the Box configuration since it is already preconfigured. Fewer settings to choose from make the App more straightforward to understand. 

The "Own with inherited" mode mixes the two - a Box admin can create new Column Views directly in the sub-Box configuration. Additionally, the Column Views are inherited from the upper-level Box (those views can only be edited in the upper-level Box).

For example, the inheritance mode is set to "Own" for the Program Box type, and the default Column View is defined:

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This means that the Box Admin can modify the default Column Views in the Box configuration > Scope > Column Views:

Let's look at a more advanced example: Daniel, a Box admin, added a new view, 'Daniel's Column View'. He does not want the sub-Box Admins to add unique Column Views, so he set the inheritance mode of the Program Increment Box type to "Inherited only" (the Program Box is the parent type Box to the Program Increment type):

As a result, the sub-Box admin cannot change or remove Daniel's Card View in the Box configuration as the Scope type module > Column Views page is not shown (Program Increment Box configuration page without the 'Scope type module' page). In the example below, the Scope module was renamed to Backlog:

If Daniel changes his mind and decides to allow the sub-Box Admin to change the Column Views but wants to ensure that his favorite view from the upper-level Box is not removed, he can switch to "Own with inherited" mode. This way, the inherited Column Views are marked with the arrow pointing upward, and the sub-Box Admin can not remove or modify those views (however, new Column Views can be created and edited for that Box):

Default column views

If the Inheritance mode is set to "Own" or "Own with inherited," you can configure the default views:

When you create a new box, the default column views are automatically set up. Box admins can edit and remove the default views. 

Click the Column Views drop-down in the Gantt module to select from the list of available views.

Portfolio boxes (none scope boxes)

For none scope boxes, the default column views are:

• Essentials Portfolio

• Agile Portfolio

• Classic Portfolio

• Baseline Portfolio

• Time tracking Portfolio