Get the most information out of your data. The data visible in the columns of the Overview module provides high-level insight into your data. Modify the view to best meet your needs. Box vs task data columns Box-associated columns show data associated with Boxes (not tasks) and are visible only in the Overview module. Task-associated columns show data aggregation based on individual tasks (inline editing won't be possible in the Overview module). Those columns are marked with "tasks" in the name:Task information has to be edited in a module (such as Gantt - the value of the "actual cost" column associated with a particular task can be adjusted). The word "tasks" won't appear in the column name in the modules because data in the modules is associated with tasks only (not Boxes): Those columns are based on built-in fields. Task value fields are available for all tasks (including basic tasks). Inline editing of box attributes You can use inline editing to edit values directly in the Overview module. Limitations Not all box attributes are editable. For Closed and Archived boxes, box attributes can't be edited.  Aggregated box status Aggregated box status is calculated for all Boxes. Status-based report is based on the scope of all sub-boxes. It shows issue distribution in different Jira status categories for each upper-level Box: To Do - grey color In Progress - blue color Done - green color If a closed box does not have any aggregation yet, it is calculated once. Aggregations for all closed boxes that already have an aggregation are not calculated. Aggregated time-tracking report Aggregated Box status is calculated for all Boxes. Time-tracking report based on the scope of all sub-Boxes showing issue progress. The formula used is: 1-(Remaining estimate/Original estimate)*100% If a closed box does not have any aggregation yet, it is calculated once. Aggregations for all Closed Boxes that already have an aggregation are not calculated. Capacity column You can have a quick overview of the team members' capacity in a given box. The calculation is done for: team members only for the box period only Manual changes made on Board module > Capacity planning are not included in the calculation Customization  You can display data in the following formats: Pretty (combines different units e.g., 4w 23d)  Days Hours Decimal Limitations It is not possible to convert the capacity in hours to Story Points in this column.  it is not possible to change the aggregation method in the column (always sum of capacity from a given Box only). Cost columns The following columns can be added to the Overview module view: Information associated with boxes → values are associated with boxes only. They don't depend on task information. Budget Estimated Cost Actual Cost Information associated with tasks → values are associated with tasks in a box.  Estimated Cost (Tasks) Actual Cost (Tasks) Aggregation Configure the table so that the app rolls up the value in the Box hierarchy (choose aggregation). Columns can be customized, resulting in different aggregation of data: None  Minimum Maximum Sum Sum, without a parent Average  Average, without a parent Status in categories in % Children status categories Children's status categories in %Box vs task data columns Corresponding columns: Overview module Gantt Scope Board Actual Cost (Tasks) Actual cost Actual cost Actual cost Estimated Cost (Tasks) Estimated Cost Estimated Cost Estimated Cost Budget N/A N/A N/A Actual Cost N/A N/A N/A Estimated Cost N/A N/A N/A Adjust the column view. Then, use inline editing to adjust task information.If you want to change the details of already planned tasks (tasks shown as cards assigned to sub-boxes on the left), change the filtering options in the Backlog to display all tasks.Those columns are based on built-in fields. Fields are available for all tasks (including basic tasks). Field mapping Actual cost and Estimated cost fields can be mapped to a Jira field. When fields are set to "Not Synchronized" the values are stored in the app only. Story points and Progress fields Additional task calculated fields: Story Points Progress Details about the box resulting from its box type settings are known to an operational user (for example, Box Editor, Box Admin) as they are visible only in box type configuration, but those settings might affect your work with the boxes. Customization Box details Any user can check details about the box resulting from its box type settings in the Overview module. Those settings might affect the User's work with the Boxes and are configured in the Administration > Box types section. The following box information columns are available on the Overview module: Period mode Sequentiality Created date Scope type The scope type column shows the actual scope type of a box (which is set during Box creation and cannot be changed later).Archived boxes You can also add an Archived column to the view. Archived boxes are only visible in the following View settings. The data visible in the columns of the Overview module provides you with high-level insight into your data. Modify the view to best meet your needs.  Closed date column The closed date column allows you to compare the End date to the date of actual closing (changing the status to "Closed"). The user can add a 'Closed Date' column to the Overview module under the "Manage column." The column is not inline-editable and has the same aggregations as other Date types, that is, None, Minimum, and Maximum. Inactive for column Add the Inactive for column to see when the Box has been used for the last time.  This information is useful when: auto-archiving of boxes is active you want to activate the auto-archiving of boxes - you can see which boxes will meet the criteria and be archived You can easily filter data using the Inactive for column.

Get the most information out of your data. The data visible in the columns of the Overview module provides high-level insight into your data. Modify the view to best meet your needs. Box vs task data columns Box-associated columns show data associated with boxes (not tasks) and are visible only in the Overview module. Task-associated columns show data aggregation based on individual tasks (inline editing won't be possible in the Overview module). Those columns are marked with "tasks" in the name:Task information has to be edited in a module (such as Gantt - the value of the "actual cost" column associated with a particular task can be adjusted). The word "tasks" won't appear in the column name in the modules because data in the modules is associated with tasks only (not boxes): Those columns are based on built-in fields. Task value fields are available for all tasks (including BigPicture tasks). Inline editing of box attributes You can use inline editing to edit values directly in the Overview module.  Limitations Not all box attributes are editable. For Closed and Archived boxes, box attributes can't be edited.  Aggregated box status Aggregated box status is calculated for all boxes. The status-based report is based on the scope of all sub-boxes. It shows issue distribution in different Jira status categories for each upper-level box: To Do - grey color In Progress - blue color Done - green color If a closed box does not have any aggregation yet, it is calculated once. Aggregations for all closed boxes that already have an aggregation are not calculated. Aggregated time-tracking report Aggregated Box status is calculated for all boxes. Time-tracking report based on the scope of all sub-boxes showing issue progress. The formula used is: 1-(Remaining estimate/Original estimate)*100% If a closed box does not have any aggregation yet, it is calculated once. Aggregations for all closed boxes that already have an aggregation are not calculated. Capacity column You can have a quick overview of the team members' capacity in a given box. The calculation is done for: team members only for the box period only Manual changes made in the Board module > Capacity planning are not included in the calculation. Customization  You can display data in the following formats: Pretty (combines different units e.g., 4w 23d)  Days Hours Decimal Limitations It is not possible to convert the capacity in hours to Story Points in this column.  It is not possible to change the aggregation method in the column (always the sum of capacity from a given box only). Cost columns The following columns can be added to the Overview module view: Information associated with boxes → values are associated with boxes only. They don't depend on task information. Budget Estimated Cost Actual Cost Information associated with tasks → values are associated with tasks in a box.  Estimated Cost (Tasks) Actual Cost (Tasks) Aggregation Configure the table so that the app rolls up the value in the box hierarchy (choose aggregation). Columns can be customized, resulting in different aggregations of data: None  Minimum Maximum Sum Sum, without a parent Average  Average, without a parent Status in categories in % Children status categories Children's status categories in % Box vs task data columns Box-associated columns show data associated with boxes (not tasks) and are visible only in the Overview module. Task-associated columns show data aggregation based on individual tasks (inline editing won't be possible in the Overview module). Those columns are marked with "tasks" in the name. See the corresponding columns in the table. You can adjust the column view by inline editing in the Gantt, Scope, and Board (Backlog) modules. Overview module Gantt Scope Board Actual Cost (Tasks) Actual cost Actual cost Actual cost Estimated Cost (Tasks) Estimated Cost Estimated Cost Estimated Cost Budget N/A N/A N/A Actual Cost N/A N/A N/A Estimated Cost N/A N/A N/A If you want to change the details of already planned tasks (tasks shown as cards assigned to sub-boxes on the left), change the filtering options in the Backlog to display all tasks. Those columns are based on built-in fields. Fields are available for all tasks (including BigPicture tasks). Field mapping Actual cost and Estimated cost fields can be mapped to a Jira field. When fields are set to "Not Synchronized" the values are stored in the app only. Story points and Progress fields Additional task calculated fields: Story Points Progress Details about the box resulting from its box type settings are known to an operational user (for example, Box Editor, Box Admin) as they are visible only in box type configuration, but those settings might affect your work with the boxes. Customization Box details Any user can check details about the box resulting from its box type settings in the Overview module. Those settings might affect the User's work with the Boxes and are configured in the Administration > Box types section. The following box information columns are available on the Overview module: Period mode Sequentiality Created date Scope type The scope type column shows the actual scope type of a box (which is set during box creation and cannot be changed later).Archived boxes You can also add an Archived column to the view. Archived boxes are only visible in the following View settings. Closed date column The closed date column lets you compare the end date to the actual closing date (changing the status to closed). The user can add the Closed Date column to the Overview. The column is not inline-editable and has the same aggregations as other date types, that is, None, Minimum, and Maximum. Inactive for column Add the Inactive for column to see when the box was last used.  This information is useful when: Auto-archiving of boxes is active You want to activate the auto-archiving of boxes - you can see which boxes will meet the criteria and be archived You can easily filter data using the Inactive for column.