--- title: "Hierarchy mode" canonical: "https://support.appfire.com/space/SPM/1918799130/Hierarchy%20mode" format: markdown --- > Macro (aura-html) # Hierarchy mode (old navigation)
Click to expand the guide ## About the Hierarchy view mode The structure of boxes in the Hierarchy mode is visualized in a [column view](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918700155), which shows a hierarchy of boxes and their [attributes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918404836). ![Overview module, root box, hierarchy mode.](media://194864d3-fd24-4e32-8901-4cf1e9c7f8ad) ## Actions in the Hierarchy mode You can carry out the following actions while in the Hierarchy mode in the Overview module: ### Change [box hierarchy](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918535907) The hierarchy of boxes visualized in the Hierarchy mode reflects the relationships between the parent boxes and child boxes (sub-boxes). Those relationships, represented as nestings, are governed by the [parent type](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918832188/Box+type+attributes#Parent-types) boxes. You can rearrange the box hierarchy by manually moving (dragging) the boxes from one place to another. This can be especially helpful when you want to quickly organize stand-alone projects into programs and portfolios. ### Manage [box lifecycle](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918829911) (context menu) Jira/App/Box Admins can change the status of the box and [archive](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918634657) it. This can be done by: - prompting the context menu under the **More actions** (**…**) button next to the box - **right-clicking** the box swimlane (anywhere but the box name link) ![context menu with the box status options.](media://924f4d74-567e-431a-8668-9e38e6fdd4ad) ### Manage boxes (context menu) Jira/App/Box Admins can [manage their boxes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918699321) by using the same context menu to: - configure a box - edit a box - duplicate a box - archive a box - delete a box In addition, they can click the **Add new** (**+**) in the upper menu to [create a new box](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918406376). ### Open a box in the last module used Click the box name to open it in the last module used. Alternatively, right-click and open it in a new browser window or tab to keep the screen with the box hierarchy open. ![Box links highlighted.](media://23a527ba-6edd-4b64-a15c-c6354d598b31) ### Open a box in a specific module Click the **Open in module** button and select the module from the list to launch your box in that module. [Module availability](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918535028/BigPicture+modules#Security-and-access-(customize-module-availability)) depends on the box type or box configuration. ### Mark a box as favorite Open the [box switcher](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918667414) and click the **star icon** next to the box name to mark it as a favorite. It will help you find the marked box easily later. The list of favorite boxes is local and not shared among other users.  ### Filter the box hierarchy Use the search and [filter functionalities](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918505078) to narrow down the scope of visible boxes. - When the parent boxes do not fit the applied filter or search criteria, they are faded. ![Parent boxes are slightly faded when a filter is applied.](media://27481d68-58e0-45cf-905f-25c1c86ea421) - If it is the child boxes that do not fit the filter or search criteria, the children will not be displayed. ![when a parent box is a match, its children are hidden.](media://dd60173f-f8a3-4d6d-8227-3f6d17df926f) ### Adjust the view Under the **View** options, you can adjust the layout of the column view by setting it to: - **Compact** - **Regular** - **Wide** In addition, you can also check the **Show archived boxes** option to see archived boxes in the box hierarchy. ![View settings in the Overview module, hierarchy mode.](media://3a337412-be5e-4d9c-90d2-953fbc2017c6) ### Sort the boxes Click the **Sort by** button to sort the boxes by: - **Name** - **ID** - **Type** - **Status** - **Start date** - **End date** - **Leader** - **Manual** (re-order boxes using a drag-and-drop mechanism). You can switch between sorting and manual modes without losing the manual data order.  ![Sort boxes by option.](media://4268ab23-7bf8-4a33-97d8-0e61dfe210f1) ### Export the view Click the **Export** button to [export](https://appfire.atlassian.net/wiki/spaces/BTc/pages/3536224346) your current view to: - pdf (image) - csv - xlsx
# Hierarchy mode (new navigation)
Click to expand the guide ## About the Hierarchy view mode The structure of boxes in the Hierarchy mode is visualized in a [column view](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918700155), which shows a hierarchy of boxes and their [attributes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918404836). ![Screenshot of the Hierarchy mode in the Overview module. ](media://d67c3116-a7c0-4c67-9a0e-266b23755c79) ## Actions in the Hierarchy mode You can carry out the following actions while in the Hierarchy mode in the Overview module: ### Change [box hierarchy](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918535907) The hierarchy of boxes visualized in the Hierarchy mode reflects the relationships between the parent boxes and child boxes (sub-boxes). Those relationships, represented as nestings, are governed by the [parent type](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918832188/Box+type+attributes#Parent-types) boxes. You can rearrange the box hierarchy by manually moving (dragging) the boxes from one place to another. This can be especially helpful when you want to quickly organize stand-alone projects into programs and portfolios. ### Manage [box lifecycle](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918829911) (context menu) Jira/App/Box Admins can change the status of the box and [archive](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918634657) it. This can be done by: - prompting the context menu under the **More actions** (**…**) button next to the box - **right-clicking** the box swimlane (anywhere but the box name link) ![Screenshot of changing the box status in the Overview module.](media://fd637378-1f7b-4495-babc-b02ea9ccd4f7) ### Manage boxes (context menu) Jira/App/Box Admins can [manage their boxes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918699321) by using the same context menu to: - configure a box - edit a box - duplicate a box - archive a box - delete a box In addition, they can click **Create new** in the upper menu to [create a new box](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918406376). ### Open a box in the last module used Click the box name to open it in the last module used. Alternatively, right-click and open it in a new browser window or tab to keep the screen with the box hierarchy open. ![Box links highlighted.](media://23a527ba-6edd-4b64-a15c-c6354d598b31) ### Open a box in a specific module Click the **Open in module** button and select the module from the list to launch your box in that module. [Module availability](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918535028/BigPicture+modules#Security-and-access-(customize-module-availability)) depends on the box type or box configuration. ### Mark a box as favorite Open the [box switcher](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918667414) and click the **star icon** next to the box name to mark it as a favorite. It will help you find the marked box easily later. The list of favorite boxes is local and not shared among other users.  ### Filter the box hierarchy Use the search and [filter functionalities](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918505078) to narrow down the scope of visible boxes. - When the parent boxes do not fit the applied filter or search criteria, they are faded. - If it is the child boxes that do not fit the filter or search criteria, the children will not be displayed. ### Adjust the view Under the **View** > **Layout** options, you can adjust the layout of the column view by setting it to: - **Compact** - **Regular** - **Wide** In addition, you can also check the **Show archived boxes** option to see archived boxes in the box hierarchy. ![Screenshot of the View and Layout settings in the Overview module.](media://d2e2e675-6170-4308-a000-c1c24e0930e7) ### Sort the boxes Click the **View** > **Sort ** button to sort the boxes by: - **Name** - **ID** - **Type** - **Status** - **Start date** - **End date** - **Leader** - **Manual** (re-order boxes using a drag-and-drop mechanism). You can switch between sorting and manual modes without losing the manual data order.  ![Screenshot of the Sorting options in the Overview module.](media://7aeac919-bb76-4873-ac5f-bb391af88256) ### Display contextual reports You can enable or disable [contextual reports](https://appfire.atlassian.net/wiki/spaces/SPM/pages/2481848664). ![Screenshot of contextual reports in the Overview module.](media://7bc5f901-578a-4b66-9777-e8ed4464453b) ### Export the view Click the **Export** button to [export](https://appfire.atlassian.net/wiki/spaces/BTc/pages/3536224346) your current view to: - pdf (image) - csv - xlsx