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There are two ways to get to Plan Settings. If you are in the plan click “Settings“ gear close to plan name.
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Probably the very basic thing you can do on General section of the settings is to change the name or your plan. We use in line editing, so just click on it to alter.
Projects on the
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plan
In addition to name change you can also amend a list of Jira projects you associate with your board: - the ones you picked up during board creation.
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Permissions management
There are two levels of board plan permissions, namely Administration and Browse permissions.
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Administration permissions
Board Plan Administrators are able to browse the board plan and change its configuration. It is possible to add few couple of Administrators to the board plan by mixing individual users and groups.
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Global Jira Administrators have administrative access to each |
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plan. It doesn't matter if they are explicitly added to the |
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plan as Administrators, or not. |
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The |
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Plan Administrators can delete themselves from the list unless there is at least one active Administrator remaining in the list. If user tries to delete the last remaining Administrator of the list the warning message will appear preventing this action to happen. |
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Browse permissions
Browse board plan permissions are granted by using the "Share board plan with" feature. Board
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Plan Administrators and global Jira Administrators have |
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plan browse permissions by default. |
If the user has Browse board plan permission but does not have Browse Project permission - releases (versions) from those projects will not be shown on the boardplan. In that case, the user will see a warning next to the board name:
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There are 3 options to share the boardplan:
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Users of projects in board plan
this option grants View Board Plan permission to all users who have permission to view projects added to the boardplan.
Users of specific projects
View Board Plan permission is granted to all users who have permissions to browse selected projects.
Users and groups
share Share the board plan with specified users and groups by granting them View Board permissionPlan permissions.
Hide outdated
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items on Roadmap and Calendar
You can automatically hide releases items on Roadmap and Calendar that have not been update for sometime. The following time intervals are supported:
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Color coding for
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items on Roadmap and Calendar
You can configure color coding for cards on the board and bars on the Roadmap and Calendar. Most of options are based on release workflow state or release scope progress.
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The rules are the following:
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Blue - Unreleased
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Version (Fix Version)
By Board Column Status (Default)
Release)
By Progress
Green >90% are Done
Yellow >20% are Done
Orange >5% are Done or “in progress” !=0
Grey - 0% done
Custom (see below)
Grey by default
with option to select custom color coding for individual Fix Versions
Epic
Board Column Status (Default)
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Green - Released
Status Category (Todo, In Progress, Done )
By Progress
Green >90% are Done
Yellow >20% are Done
Orange >5% are Done or “in progress” !=0
Grey - 0% done
Custom (see below)
Grey by default
with option to select custom color coding for individual Epics
By Epic Status
Sprint
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Blue - Unreleased
Green - Released
Sprint StatusSprint State
Grey - Not Started
Blue - In Progress
Green - Done
By Progress
Green >90% are Done
Yellow >20% are Done
Orange >5% are Done or “in progress” !=0
Grey - 0% done
Custom (see below)
Grey by default
with option to select custom color coding for individual Epics
Virtual Version
Board Column Status (Default)
Blue - Unreleased
Green - Released
By Progress
Green >90% are Done
Yellow >20% are Done
Orange >5% are Done or “in progress” !=0
Grey - 0% done
Custom (see below)
Grey by default
with option to select custom color coding for individual Epics
Package
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Grey - Todo
Yellow - In Progress
Green - Done
JQL Version
By Progress
Green >90% are Done
Yellow >20% are Done
Orange >5% are Done or “in progress” !=0
Grey - 0% done
Custom (see below)
Grey by default
with option to select custom color coding for individual Epics
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If you select Custom in any of the dropdowns above all the release items of selected category (Fix Versions, Epics, Sprints, JQL versions) will be color by default in Grey. But this turns on the flexibility of coloring individual release items with the pallet you like (similar to Epics in Jira).
To do so click on release item any of the item on Roadmap or Calendar view to show details popup. Close to the name you will see a pallet with an option to pick up a custom color.
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Blackout Periods (Non-working Days)
Configurations
In “Non-working Days“ section of Board Configuration you can setup backout periods.
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To create one put the name you would like to use in the hints, start/end date and one of suggested colors from the pallet. The periods could not be overlapping.
We support inline editing so to amend click on any property of existing period in the grid to change.
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To delete period click on delete button on the right. You would need to confirm before blackout period will be permanently deleted.
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Roadmap and Calendar views
Once configured in board sessions backout periods will be shown on Calendar and Roadmap view using the shades of the colors picked up. Once you put the mouse on the day caption a tooltip with backout hint will be show.
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Same functionality is available in Roadmap and Calendar gadgets.
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Check out respective section of documentation for Blackout periods (or Non-working days) feature.
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