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Create New Project

  • Navigate to ‘Settings’> New Project

  • Provide the configuration details on Basic Configuration page-

Enter the following details-

Terminology

Steps

Notes

Project Methodology

Select Scrum/Kanban methodology which is followed in project.

 

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

 

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.


How to delete a Project?

  • Navigate Settings page on application.

  • Locate and click the Delete button against your project.

  • Confirm the action as required.

     


Questions:

 What if - The heirarchy dropdowns doesnt have the values for my project?

Soon, you will be able to manage this from settings section

 How to rename the project?

Once a project is assigned and saved with name, it cannot be changed. User is adviced to setup project afresh.

 Can we have two project with same project name?

Same project name for two projects cannot be used.


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