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The objective of this page is to provide users with comprehensive guidance on project creation and configuration of different supported tools within the Knowhow application. |
Create New Project
Login with valid credentials on the KnowHOW Platform.
Go to ‘Settings’.
Click on the ‘New Project’ button.
The Project Basic Configuration page will open-
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Enter the following details-
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Terminology
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Steps
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Notes
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Project Methodology
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Select Scrum/Kanban methodology which is followed in project.
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Project Levels (BU-Vertical-Account-Portfolio)
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Enter hierarchy level names followed in the organization.
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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.
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Project Name
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Enter Name of the project
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Enable Individual KPI’s (Button)
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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).
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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.
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Click on the ‘Save’ button.
New Project will be created.
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Project Configuration
After successfully creating a project, the admin is required to configure different tools for the project. To proceed with the configuration, kindly follow the steps outlined below:
Go to ‘Settings’ and search for the required project under the ‘Projects’.
Click on the settings icon for the project.
Various tools will appear that can be configured for a project.
Click on the ‘Set up’ button for any tool that need to be configured for the project (More than 1 tool can be configured for 1 project).
The selected Tool Configuration page will open.
Select from various available connections. If the Available Connection is empty, then a new connection needs to be added (Refer to Project Tool Connection Page). Add Connection to see how new connection can be added).
Enter the details in the required fields and click on the ‘Save’ button.
Configured Tools section will show tools configurations for already added tools.
For detailed information on configuring available tools, click on the link from below table:
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