---
title: "Edit box details (name, start/end dates)"
canonical: "https://support.appfire.com/space/BPEdc/2534080972/Edit%20box%20details%20(name%2C%20start%2Fend%20dates)"
format: markdown
---
## Overview

The **Edit** option lets you change the following box details:

- name
- start date
- end date

Each detail field is required—you will not be able to **Save** your changes if the box name or start/end dates are empty.

![Edit box details screen.](media://34044c08-8656-4f4b-b802-f9b544f16eb7)

## Permissions

The box edit action requires one of the following security roles:

- Jira Admin
- App Admin
- Box Admin
- Box Editor

## Edit box details in the Overview module

### Edit option on the context menu

In the Overview module, you can edit a box in all three view modes (Hierarchy, Timeline, and Kanban board) using the options menu. This box edit method applies to Home, portfolio, program, and project boxes.

The interactive presentation below walks you through the box editing in all Overview modes.

> Macro (iframe)

#### Overview module: [Hierarchy mode](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2533786876)

1. Go to the **Overview module** and open the **Home box**.
2. **Right-click** the box (anywhere within its swimlane but the name link).

- Alternatively: Click **More actions** (**…**) next to the box you want to edit.

3. Select **Edit** from the dropdown.

![Prompting options menu in the Overview module, hierarchy mode.](media://151c6103-25ab-46ab-89f9-954c99d25bb0)

4. On the **Edit details** screen, change the box details.
5. **Save** to finish the process.

#### Overview module: [Timeline mode](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534343738)

1. Go to the **Overview module** and open the **Home box**.
2. **Right-click** the box on the box hierarchy side (anywhere within its swimlane but the name link).

- Alternatively: **Right-click** the box bar on the timeline side.

3. Select **Edit** from the dropdown.

![Prompting options menu in the Overview module, timeline mode.](media://9645389c-bfe4-44b0-96ad-bbaaed1bdf3c)

4. On the **Edit details** screen, change the box details.
5. **Save** to finish the process.

#### Overview module: [Kanban board mode](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534146655)

1. Go to the **Overview module** and open the **Home box**.
2. **Right-click** the box card (anywhere but the box name link)

- Alternatively: Click **More actions** (**…**) at the bottom of the box card.

![Prompting options menu in the Overview module, kanban board mode.](media://a48dd83b-7115-4c1e-806d-2d20ea87ef64)

### Edit box details inline

You can inline edit the box name and its period (start and end dates) directly in the Overview module (Hierarchy mode only).

- Click the **Name** field and change the box name.
- Click the box **Start date** field and select a new date from the date picker.
- Click the box **End date** field and select a new date from the date picker.

![Inline editing box details. On the screen, a date picker is shown.](media://d9a8de14-3daf-4a73-98c9-f56e7b080313)

## Edit box details on the box configuration page

> ℹ️ The access to the **box configuration page** requires one of the following security roles:
> ℹ️ 
> ℹ️ - Jira Admin
> ℹ️ - App Admin
> ℹ️ - Box Admin

You can also change the box name and period on the box configuration page.

1. Open the box configuration page:

- Select the **Configure** option from the context menu in the Overview module (all view modes) as described in the previous section.

or

- Open a box you want to edit and click the **module switcher** > **Configuration**.

2. On the **General **>** Basic** page, rename the box and edit its period.

![Box configuration page, general settings.](media://aea07749-db13-4178-b86c-5b68a31bcf9a)

## Validate box period change

Changes in the box start/end date(s) trigger a validation check. The box’s duration is affected by its [box type settings](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2534277590).** **

### [Sequentiality](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2533491912)

Sequentiality settings affect box types on the same level.

![Box type configuration page, advanced settings.](media://d4a9cb8c-ba05-4ba3-8b0b-b4f30d1468bc)

- **Overlapping allowed** - periods set for boxes of the same type can overlap. The rule applies to the same-level boxes in the box hierarchy.
- **Sequential** - periods set for boxes of the same type cannot overlap. The rule applies to the same-level boxes in the box hierarchy.

> 📝 - Boxes in the **Auto bottom-up** scheduling mode and **Auto scope-based** modes can <u>never</u> have sequential periods, meaning they can always overlap.
> 📝 - Boxes in the **Manual** and **auto top-down** modes can have their period sequential or overlapping. If they are set to **Sequential**, the same-level sequential boxes cannot overlap.
> 📝 - This validation check is also triggered when you create a new box whose start/end dates could conflict with the period of other boxes.
> 📝 
> 📝 ![Overview module, validation error](media://a1906c79-23c1-4c41-9c2e-25dbb598bd15)

### [Period mode](https://appfire.atlassian.net/wiki/spaces/BPEdc/pages/2533491912)

Box type period mode determines whether a new child box can be created with the specified start and dates.

- **Manual** - the period of a box is always set manually (no auto-scheduling adjustment).
- **Auto top-down** - the period of a box is set manually and restricts the periods of its sub-boxes.
- **Auto bottom-up** - the period of a box changes based on the period of its sub-boxes.
- **Auto scope-based** - the period of a box changes to encompass tasks in its scope.

#### Period of a box vs. period mode of its sub-boxes

Boxes in an **Auto bottom-up** period mode are affected by their children's periods, regardless of the child (sub-box) period mode.

#### Period of a box vs. period mode of its parent

- **An Auto top-down parent**:
  - limits the period of **Auto top-down** sub-boxes
  - does not affect sub-boxes in the **Manual** or **Auto scope-based** period mode
  - have its period mode overridden by the sub-box in the **Auto bottom-up** mode

Effects of the parent box period mode on a child box period are outlined in the table below.

| **Parent box → ** | **box period** |
| --- | --- |
| auto bottom-up | unaffected (regardless of the child box period mode) |
| auto scope-based | unaffected (regardless of the child box period mode) |
| auto top-down | **an "auto top-down" parent limits the period of an "auto top-down" child**<br>Period of an "auto bottom-up" child unaffected ("auto bottom-up" child has priority over an auto "top-down parent")<br>Periods of "manual" and "auto scope-based" boxes unaffected |
| manual | unaffected (regardless of child period mode) |

## Limitations

### Closed box

- Closed boxes cannot be edited. The box configuration page cannot be accessed, either.

![Closed box. The Configure and Edit options are grayed out.](media://3400e36d-3802-49d8-89a7-ec71925400ec)

### Home box

- Scheduling settings are not available for the Home (root) box. But you can rename it.

![Home box basic settings. The start and end date fields are grayed out.](media://d3c171e8-9678-4e9d-9bd3-fa761df1dac3)

The start/end dates of the Home (root) box cannot be changed. That is because they are based on the duration of the boxes in the box hierarchy:

- start date = the earliest start date of a child box
- end date = the latest end date of a child box

![Home box period based on the children boxes.](media://b01eb8d3-5063-4fc9-84ae-e4904e1abee3)