There are two ways to get to Plan Settings. If you are in the plan click “Settings“ gear close to plan name.

If you are at Manage Plans page select “Settings” from the action menu for appropriate plan.

General settings

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 board

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.

Permissions management

There are two levels of board permissions, namely Administration and Browse permissions.

Board Administration permissions

Board Administrators are able to browse the board and change its configuration. It is possible to add few Administrators to the board by mixing individual users and groups. 

Global Jira Administrators have administrative access to each release board. It doesn't matter if they are explicitly added to the board as Administrators, or not.

The Board 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.

Board Browse permissions

Browse board permissions are granted by using the "Share board with" feature. Board Administrators and global Jira Administrators have board browse permissions by default.

If the user has Browse board permission but does not have Browse Project permission  - versions from those projects will not be shown on the board. In that case, the user will see a warning next to the board name:

There are 3 options to share the board:

• Users of projects in board 

  • this option grants View Board permission to all users who have permission to view projects added to the board. 

• Users of projects

  • View Board permission is granted to all users who have permissions to browse selected projects. 

• Users and groups

  • share the board with specified users and groups by granting them View Board permission.

Hide outdated releases

You can automatically hide releases that have not been update for sometime. The following time intervals are supported:

Color coding for releases

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.

The rules are the following:

Version (Fix Version)

• By 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 Fix Versions

Epic

• Board Column Status (Default)

  • Blue - Unreleased

  • Green - Released

• By Epic Status

  • 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

Sprint

• Board Column Status (Default)

  • Blue - Unreleased

  • Green - Released

• Sprint Status

  • 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

• Board Column Status (Default)

  • Grey - Todo

  • Yellow - 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

Custom color coding

If you select Custom in any of the dropdowns 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 to show details popup. Close to the name you will see a pallet with an option to pick up a custom color.

Blackout Periods (Non-working Days)

Configurations

In “Non-working Days“ section of Board Configuration you can setup backout periods.

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.

To delete period click on delete button on the right. You would need to confirm before blackout period will be permanently deleted.

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.

Same functionality is available in Roadmap and Calendar gadgets.