Basic Operations

Introduction

In this article, you will learn how to add, edit, and delete Boxes using the Overview module, including adding new Boxes under the Home (root) Box. 

Time periods of Boxes follow scheduling rules. 

Boxes can be organized into a hierarchical structure.

Keep in mind:

• A “Box type” contains the default settings and rules applicable to multiple Boxes (all Boxes of a given type). Box type 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. 

Security and configuration

Operations available to a user depend on their security roles.

• Box Admin can:

  • administer the Box (access the Box configuration section)

  • create Sub-Boxes (child Boxes)

  • edit the Box (for example change the Box status and the Box content)

  • delete the Box

  • change the Box status (not started, in progress, closed)

  • duplicate Box configuration and use it to create a new Box

• Sub-Box creator can create sub-Boxes (if you are a sub-Box creator in "Portfolio" you can create a Box nested in it)

   

• Box Editor can:

  • edit the Box (name and start and end date)

  • add, edit and delete objectives

  • add, edit and delete task and dependencies

  • customize task and risk cards (by selecting from the available Column and Card View created by the Box Admin)

  • change the task structure etc.

  • duplicate Box configuration and use it to create a new Box based on it

   

To configure a Box type information and parent types, go to App's administration > Box types > edit (click on a Box type name) > Basics.

To configure Box type scheduling rules (period mode and sequentiality) go to App's administration > edit (click on a Box type name) > Advanced.