User Guide
Configuration Settings:
To work with Project Status Plugin, required project phases should be created in advance.
To add project phase, follow below steps
Step 1. Navigate to Project Settings → Project Status → Project Status Configuration
Step 2. Click on "Add Project Phase" in upper right corner of page
Step 3. Enter appropriate Project Phase name along with threshold and its resembled color.
Actions :
Hover on Project phase name to view actions
Edit : Edit the Existing Project Phase.
Delete : Delete Existing Project Phase.
Two Strategies to get project phase :
Auto : By default the selected strategy to get project phase will be "auto"
To work with "auto" strategy, you need to map appropriate Jira statuses with the created project phases earlier.
To map Jira status to appropriate project phase, drag it from "Unmapped Issue Status" container and drop under required project phase container as below screenshot
To dissociate Jira status from project phase, hover it and click on "close" icon and it will moves back to unmapped status column as below
If aggregate percentage of issues in mapped phase crosses the declared threshold, that project phase becomes projects active status.
for e.g. We have a project called "Facebook Service". We want use project status plugin to get our project phase, so we created below project phases with appropriate Jira statuses mapped and its threshold with each project phase.
Project Phase | Jira Status | Threshold |
|---|---|---|
Develoment | To DO New Open Documentation Requirements | 50% |
In Progress | In Progress In Review In QA In Dev | 60% |
Complete | Done Resolved Complete | 90% |
So if at least 50% of total issues under "Facebook Service" falls under "To DO", "New" ,"Open", "Documentation", "Requirements", the project phase becomes "Development".
If 90% of total issues under "Facebook Service" falls under "Done", "Resolved", "Complete" the project phase becomes "Complete" automatically
If none of the declared threshold matches, the project phase become "UNKNOWN" as shown below.
2. Manual
To work with manual strategy, no Jira status to project phase mapping is required.
You need to toggle "Update Manually" to selected or on and update required phase as shown below.
Project Status Report for individual project:
To get individual project status report, follow below steps
Step 1 . Navigate to reports section of project as below
Step 2 . Click on "Project Status Report" under Other
Step 3. Click "Next"
Project phase will be visible here.
Depending on strategy as "Manual" or "Auto", the graphs will be visible for "Auto strategy only"
In case graphs are visible, clicking on each phase in "Project Status" pie chart will give mapped Jira statuses with issue count in next column graph
column graph is shown below, clicking on each column it redirects to issue navigator resulting issues in that status.
Project Status Report for all projects:
To get project status for all projects, for which user is admin, navigate as below
The status of projects to which user in admin are displayed below.
Miscellaneous behaviour :
When Project is deleted it's all configurations will be deleted.
When Status from any workflow is removed, it's corresponding configuration will be deleted.
Glossary:
Threshold :
threshold is the expected percentage of issues in mapped Jira workflow statuses for that Project Phase.