How to Create a Project
Create New Project
Navigate to ‘Settings’> New Project
Provide the configuration details on Basic Configuration page-
Enter the following details-
Terminology | Steps | Notes |
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Project Methodology | Select Scrum/Kanban methodology which is followed in project. |
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Project Levels (BU-Vertical-Account-Portfolio) | Enter hierarchy level names followed in the organization. | The classification of levels is contingent upon the project structure adhered to within the organization and can be effortlessly added to or removed from the database. Refer Good to Know Section of Meta Data Setup page. |
Project Name | Enter Name of the project |
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Enable Individual KPI’s (Button) | Enable/Disable the button based on project preferences. User can enable it to allow KnowHOW Jira Processor to fetch the people related information (ex- assignees). | If the user decides to keep this button disabled during project creation, they retain the option to enable it later at any time. However, once enabled, the button cannot be disabled within the application. Consequently, if you want to stop sharing people's information, you will be required to set up the project again, starting from step 1. |
Click on the ‘Save’ button.
New Project will be created.
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How to delete a Project?
Navigate Settings page on application.
Locate and click the Delete button against your project.
Confirm the action as required.
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Questions:
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how to add values using script or Mongo Client
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Once a project is assigned and saved with name, it cannot be changed. User is adviced to setup project afresh. |
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Same project name for two projects cannot be used. |
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