---
title: "Edit box details (name, start/end dates)"
canonical: "https://support.appfire.com/space/SPM/1918635162/Edit%20box%20details%20(name%2C%20start%2Fend%20dates)"
format: markdown
---
> Macro (aura-html)
# Edit box details (old navigation)
Click to expand the guide
The box **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.
## Permissions
The box edit action requires one of the following [security roles](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918633268):
- 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](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918502655), you can edit a box in all three [view modes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918831037) (Hierarchy, Timeline, and Kanban board) using the options menu. This box edit method applies to Home, [portfolio](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918504271), program, and project boxes.
The interactive presentation below walks you through the box editing in all Overview view modes.
#### Overview module: [Hierarchy mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918799130)
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.
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/SPM/pages/1918538282))
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.
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/SPM/pages/1918700991))
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.
### Edit box details inline
You can inline edit the box name and its period (start and end dates) directly in the Overview module ([Hierarchy](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918799130) 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.
## 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.
## 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/SPM/pages/1918666176).** **
### [Sequentiality](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918669073)
Sequentiality settings affect box types on the same level.
- **Overlapping allowed** - periods set for boxes of the same type can overlap. The rule applies to the same-level boxes in the [box hierarchy](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918535907).
- **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](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918831395) and **Auto scope-based** modes can never 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](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918406376) box whose start/end dates could conflict with the period of other boxes.
> 📝
> 📝 
### [Period mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918669073)
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**
Period of an "auto bottom-up" child unaffected ("auto bottom-up" child has priority over an auto "top-down parent")
Periods of "manual" and "auto scope-based" boxes unaffected |
| manual | unaffected (regardless of child period mode) |
## Limitations
### [Closed box](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918829911)
- Closed boxes cannot be edited. The box configuration page cannot be accessed, either.
### Home box
- Scheduling settings are not available for the Home (root) box. But you can rename it.
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
# Edit box details (new navigation)
Click to expand the guide
The box **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.
## Permissions
The box edit action requires one of the following [security roles](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918633268):
- 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](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918502655), you can edit a box in all three [view modes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918831037) (Hierarchy, Timeline, and Kanban board) using the options menu.
The interactive presentation below walks you through the box editing in all Overview view modes.
#### Overview module: [Hierarchy mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918799130)
1. Open the Main box in the Overview module.
2. In the box hierarchy, right-click the box you want to edit (anywhere within its swimlane, except the name link).
- Alternatively, click **More actions** (**…**) next to the box you want to edit.
3. Select **Edit** from the dropdown.
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/SPM/pages/1918538282))
1. Open the Main box in the Overview module.
2. In the box hierarchy, right-click the box you want to edit (anywhere within its swimlane, except the name link).
- Alternatively: **Right-click** the box bar on the timeline side.
3. Select **Edit** from the dropdown.
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/SPM/pages/1918700991))
1. Open the Main box in the Overview module.
2. **Right-click** the box card (anywhere but the box name link)
- Alternatively: Click **More actions** (**…**) at the bottom of the box card.
### 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.
## Edit box details on the box configuration page
> ℹ️ 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.
## Validate the 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/SPM/pages/1918666176).** **
### Sequentiality
[Sequentiality settings](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918669073) affect box types on the same level.
- **Overlapping allowed** - periods set for boxes of the same type can overlap. The rule applies to boxes at the same level in the [box hierarchy](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918535907).
- **Sequential** - periods set for boxes of the same type cannot overlap. The rule applies to boxes at the same level in the box hierarchy.
> 📝 - Boxes in the **Auto bottom-up** [scheduling mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918831395) and **Auto scope-based** modes can never 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](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918406376) box whose start/end dates could conflict with the period of other boxes.
> 📝
> 📝 
### Period mode
[Box type period mode](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918669073) determines whether a new child box can be created with the specified start and end 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
The effects of the parent box period mode on the child box period are outlined in the table below.
| **Parent Box → ** | **New Box (child)** |
| --- | --- |
| Auto bottom-up | Unaffected (regardless of the child's period mode) |
| Auto scope-based | Unaffected (regardless of the child’s period mode) |
| Auto top-down | - An **auto top-down** parent limits the period of an **auto top-down** child.
- The period of an **auto bottom-up** child is unaffected (an **auto bottom-up** child has priority over an **auto top-down parent**).
- Periods of the **manual** and **auto scope-based** boxes are unaffected. |
| Manual | Unaffected (regardless of child period mode) |
## Limitations
### Closed box
- [Closed boxes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918829911) cannot be edited. The box configuration page cannot be accessed, either.
### Home box
- Scheduling settings are not available for the Main box. But you can rename it.
The start/end dates of the Main 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