Thanks to Box Types, you can 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 the way you can shape a portfolio hierarchy to best suit your business needs.
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. In fact, each of your teams 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 to take over Boxes already configured in a way they dislike, you can easily make adjustments and meet their preferences. How? When you move Boxes in the hierarchy, they can be set to inherit settings from higher-level Boxes. This can save you a lot of time and let you focus on your work.
The Overview module has a built-in Box type filter - you can, for example, create a Box type dedicated to a particular team, reducing the clutter and making it easy for the team members to locate their work.
You can configure a variety of settings for each Box type. These include:
- Parent Box types
- Default Box configuration, including the Inheritance mode (for selected features) of:
Adjust the settings of a section, then, if a "Save" button is present, remember to click it. If you were editing a Box type in a separate tab, refresh the page to make sure changes are reflected in the App.
A Box type of a given Box cannot be changed once a Box has been created.
Security and access
Only the App admin can access and change the Box type configuration.
Click the "wrench" icon at the top. Select "Box types" from the drop-down list.
Click the Box type name to open its settings.
Box information can be checked on the Overview module by adding columns:
- Period mode
- Created date
- Scope type
This doesn't require an App admin role.
Which Box type to choose?
Do you carry out many business projects independent of each other? If so, choose Portfolio Box structure and individual Box project types, e.g. Agile project, Classic project or Hybrid project. 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:
- Agile project - A built-in type, that is recommended for projects run in agile methodology
- Classic project - A built-in type, that is recommended for classic (waterfall) projects
- Hybrid project - A built-in type, suitable for hybrid projects involving agile and classic approaches
- Hybrid stage - A built-in type, that helps to organize hybrid project schedule into stages
- Iteration - A built-in type, that helps to schedule work iteratively
- LeSS Requirement Area - A built-in type, designed for multiple teams working together on one product.
- Portfolio - A built-in type, that stores agile, classic and hybrid types of projects
- Program - Basic Box type that lets you divide the work into lower levels such as Iterations, Stages or Program Increments
- Program Increment - A built-in type, that allows for grouping iterations into increments (recommended for SAFe® adopters)
- SAFe Art - A built-in type, to represent an Agile Release Train (recommended for SAFe® adopters)
- Sprint - A built-in type, that helps to schedule work iteratively
- Stage - A built-in type, that helps to organize classic project scope into stages
BigPicture provides you with preconfigured Box types. The diagram below shows the default, out-of-the-box configuration:
Each Box type has a set of attributes.
Read about Basics section (Administration > Box type > edit > General > Basics) to find out more about administration settings related to:
- Colored Icon
- Parent Types
Adding New Box Types
To add a new Box type, specify a name, and prefix. Select a default icon and adjust its color.
Duplicating Box Types
To make setup easier, you can duplicate an existing Box type (all settings are copied) and make needed adjustments. Click the Duplicate button as shown on the image below:
A Box type duplicate is automatically created with a "-copy" suffix added to the name (no creation pop-up appears):
Deleting Box Types
You can delete a Box type only when no Boxes use it – the status is set to DRAFT. Deletion is irreversible.
To delete a Box type, click the "Bin" button:
Archiving Box types
Archiving a Box type doesn't affect existing Boxes that use the configuration - an archived 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.
Restoring Box Types
You can restore archived Box types. Toggle the "Show archived Box types" switch to hide/show archived types. To restore a Box type click the "curved arrow" button: