nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

How do I make each company managed project use a specific field screen rather than creating a new 1?

AlexanderM_f2c1h2

Hi,

I'm in the process of setting up a new instance for our smaller team where we'll have product / project managers jumping on for short periods. I as the admin would like to standardize the fields in the scrum projects so that we can continue to report and provide a guide on how they should be entering and updating their proejcts.

In the environment as it stands each project creates it's own scheme and screens. I tried just adding the fields I need to the Default but since it's always creating it's own field screens it doesn't apply. I can go in and edit each project but my fear is that the PMs will not do this and we want to prevent mistakes.

Accepted answers

Robert Wen_Cprime_

Hello, @AlexanderM ! Welcome to the Atlassian Community!

If your Scrum projects are company-managed projects, what you can do is create a "template project" that has the fields, screens, workflows, and schemes the way you want. When you create a new project, you can set it to "copy the configuration of an existing project" (your template project)

For the existing projects, you're going to have to manually change the schemes to what you set in the template project.

All comments

Robert Wen_Cprime_

Hello, @AlexanderM ! Welcome to the Atlassian Community!

For the existing projects, you're going to have to manually change the schemes to what you set in the template project.

Nic Brough -Adaptavist-

For Company Managed projects, yes. These are configured mostly by "schemes". Whilst the default in Jira is to use a template which creates new schemes for the new project (which isolates the config from other projects), you can tell a new project to use existing schemes.

To walk through it,

Hit Create project from the project menu -> Choose a type -> Use template -> Select company managed

You are now on a screen with "Add project details" and a prompt for a new key. Below that prompt, there is a tick-box for "Share settings with an existing project", which will ask you which project to share with.

For existing projects, I'm afraid you'll need to slog through the admin of "change scheme" for almost everything on every project.

AlexanderM_f2c1h2

Thanks Robert! Is that through a marketplace add-in? I'm not seeing those options I do have a project that has the right screens and fields but I don't see an option to copy the configuration.

Thank you

Robert Wen_Cprime_

This is at project creation. Select your project template (Scrum, Kanban, or Bug Tracking) and your project type (team-managed, company-managed).

The next screen has you create the project details. Check Share settings with an existing project. Then select your template project. Screen Shot 2021-10-22 at 9.25.50 AM.png

AlexanderM_f2c1h2

Thank you!

AlexanderM_f2c1h2

I seem to lose the features of a scrum project when I do that. Even the ability to create new issues in general...

Nic Brough -Adaptavist-

The schemes don't control the Scrum functionality, but if you choose to share the schemes across projects, the new project process doesn't go through all the stuff you need to make a project look like a Scrum project. Main thing is that it won't create a scrum board for you when you create the project, but that's easily fixable - go into the project and create one!

Robert Wen_Cprime_

As far as the ability to create new issues. the new project will be using the same permission scheme as your template project. I would check there.

Welcome!

It looks like you're new here. Sign in or register to get started.

Quick Links

Find more posts tagged with

cloud

jira-software

jira-software-cloud