Scope types
About scope types
A scope type is set in Administration > Box types settings. A box type contains the default settings applicable to multiple boxes (all boxes of a given type). Boxes can be created with different types of scope. Those settings determine how a box can be configured and what can be done when defining a scope.
There are three different scope types:
Own-scope
Sub-scope
None (aggregations only)
Security and access
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 the BigPicture Administration.
Box configuration refers to the settings of a single, individual box. They are dependent on the box type settings. Go to the Populate a box with taks (scope definition) page to learn more about scope definition settings at the box level.
The table presents what you can configure at the box type level.
Area | Security and access | What can be configured |
|---|---|---|
Box type configuration | Only a user with the App admin security role can access and manage the box type configuration. Go to the App Administration > Box type > choose the box type you want to edit > Tasks > Scope definition. | For a box type (all boxes of a given type), you can configure:
|
Own-scope
The box scope has a separate task structure and is a scope base for sub-scopes. Automatic rules can sync it. Use it when you want to define and extend the scope of a box by selecting tasks from Jira and connected tools. See the Own-scope page to learn more about box configuration.
Sub-scope
The box scope is always a subset of the scope already defined at an upper level of the box hierarchy (the upper-level box must have own-scope). It can be automatically synced with a value of a selected field.
See the Sub-scope page to learn more about box configuration.
Sub-scope definition template
When you select the sub-scope in the box type settings, a new section Sub-scope definition template appears, and you can choose the field to synchronize with it.
None (aggregations only)
The box scope cannot be defined. Currently, you can only use such a box to calculate respective aggregates in the box hierarchy (visible in the Overview module). Use this setting to organize boxes into portfolios, programs, etc. The scope is always a sum of the scopes of the sub-boxes in the box hierarchy. For none-scope boxes, the Scope definition page in the box configuration is unavailable.
See the None (aggregations only) page to learn more about box configuration.
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