Project classifications

[Toni Arcas]

Hello,
We are an engineering company who is managing about 580 projects in Jira Cloud, focused in renewable energies.
We would like add to each project some fields that would make easier to classify them (technology, power, customer,...). So I have created some customized fields.

The problem I've found is that these customized fileds are not available in any of my projects created with a template "Project management".

My dilemma is how to classify the projects so I can filter or use them. The ideal solution for me would be to have 4-5 forms with about 6-8 customized fileds each, so depending on the project type (solar, wind, thermal energy), every project may have a form with the corresponding fields.

But how could I implmement this  in JIRA?

Maybe creating a task types and I add that task to each project?

Another option, maybe easier, would be to add labels to a task inside each project, but I think that labels may cause a mess, as all labels are mixed.

I would be pleased to receive any suggestion, thanks in advance!

[Deleted user · Accepted solution]

ciao @Toni Arcas 

I think it is very useful this #DEISER plugin
https://marketplace.atlassian.com/apps/1210816/projectrak-project-tracking-for-jira?hosting=server&tab=overview

[Toni Arcas]

Ciao @[deleted] !

Many thanks for your suggestion! I'm testing the app Projectrak and I think that it's exactly what we need, it allows to add custom fields at project level.

Thanks again!

[Deleted user]

Hi @[deleted] 

I am from DEISER, thank you for recommending DEISER and remembering Projectrak.

Hi @Toni Arcas if you need something or you have some doubts please contact me directly or if you prefer I share with you here our support link if you need something please tell us and we will be happy to help you whatever you need 

Thanks again 

[Yi Meng]

@Toni Arcas 

It sounds like you could create several project categories for your project. When you create a new project, you can assign it with a project category.

For different type of project you can have different field and screen scheme so that they could have different custom fields in the layout.

And you could create new project with shared configuration from an existing project (this project could be a solar project, or a wind project and so on). In this way, you don't need to configure the field and screen schemes after project is created. Of course, when you change any configuration in one of the project, other projects with shared configuration will be impacted too.

Hope this could be helpful for you. Cheers!