What is the best way to provide our customer with visibility of the projet?

[Brendan Gray]

Our projects are our plans to create a software project for a customer. Our customer would like visibility of our progress throughout the project. What is the best way to provide this?

[Jack Brickey · Accepted solution]

I guess best depends on from who’s perspective and understanding your customer and their needs. For example…

• if you have a very open relationship with your customer you could simply add them as users and give them browse access to the desired projects. Of course this is a very open kimono approach and not often what is desired.
• You could create a dashboard and have weekly reviews with your customer and walk them through the dashboard. This approach allows you to control the shared details.
• You could create weekly reports inside Confluence with the necessary detail and export that and send it to the customer. This approach is often desirable as you can add context via text to help explain the details to your customers.
• There is also the roadmap available in Jira that could help the customer understand where you are on a project.
• Finally you may consider an ad on application that is designed to share reports in real time with your customer. For this last option I would refer you to the  Atlassian marketplace.

[Brendan Gray]

Thank you.

Is there any chance you can expand on the option of using Confluence and the option of limiting access as a user to specific projects?

Where can I read about the best process for exporting to Confluence? How do I edit a users access so they can only access one project?

[Jack Brickey]

Ultimately I will refer you to the atlassian documentation. If you simply go to support.atlassian.com you can search for your interest. With that said, for confluence you can construct any page that you want and include various Jeera macros such as filter lists, charts and graphs, and even roadmaps. It is it easy matter of exporting I confluence page simply by clicking on the more menu.

Regarding user access, you simply need to add the user to your Jira instance and place them in a unique group such as your clients name and insure that they are not in any other group or role that might gain access to projects that you do not wish them to have access to. Then in the project where you do wish them to have browse access simply edit the permissions came under project settings and give that group browse access.

[Trudy Claspill]

Regarding the latter part of @Jack Brickey 's response about setting up the customers as Jira users with limited access, here is an article on how to do that, if the target project is a Company Managed project.

https://community.atlassian.com/t5/New-to-Jira-articles/How-to-give-a-user-read-only-access-to-a-single-project-and/ba-p/1010143

However, if it is Team Managed project, the process would be different.

And if the target project is a Company Managed project, but you also have Team Managed projects on your system, then you may have to take additional steps to hide the Team Managed projects from your customers.

[Brendan Gray]

Thank you. This helped a lot and I was able to achieve what I wanted to.

[Ashu Tyagi]

@Brendan Gray  Give them Browse Permission to the project this will let them only view the issues without modifying anything in it.

Also you can create some reports in dashboard and share with them in case they only need to see some specific info