Jira admin facing screen
Project restrictions
In-project menu
If you are unable to see Release planning & reports menu in a software project’s left navigation check the Project restrictions configurations explained below.
App settings
There could be projects in Jira where you don’t need to use Release planning & reports app. Or there could be only a handful of projects, that need to use the app. Either way, the Jira admin can ensure the requirements are met using project restrictions setting.
As a Jira admin, navigate to Jira Apps settings >> Configuration section of Release Planning & Reports >> App settings tab.
Read more Navigating to Release planning & reports app in Jira | Jira admin facing screen.
Default available
When the configuration is similar to above, that means - Release planning & reports menu is available on all projects by default. Except for projects that are added to the exception list.
e.g. in the above example, Release planning & reports menu will be available in all projects except ‘UpRaise Apps’.
Default unavailable
When the configuration is similar to above, that means - Release planning & reports menu is not available on any projects by default. Except for projects that are added to the exception list.
e.g. in the above example, Release planning & reports menu will not be available in any project except ‘UpRaise Apps’.
Global fields
Release planning & reports app adds the capability of adding metadata to versions or releases in Jira. This metadata can be broadly considered into two buckets - Global & Project level.
As the names suggest, Global fields are available across all the projects on that Jira instance & Project level fields are available only within the Jira projects they are defined in.
Project level custom fields can be configured from the in-project screen as explained in
Global default fields
These are the fields that will always apply to Versions, Releases & filters on the Releases page across all projects. Right now, there is only one global default field that stores the information about where the version was created - from Jira or from within the app!
Global custom fields
Below listed are the field types available currently that are available to create Global custom field to be used across all projects.
Single line
Multi line
Single-select
Multi-select
Date
Single select user
Each of the fields has a name, type & details.
At the time of installation, the following Global custom fields are made available
Release type - Single select (Feature release, Patch release)
Release owner - Single select user
Impacted areas - Multi-select (Backend, Frontend, Integration points, Performance)
Release status - Single select (Draft, Pending approval, Approved, In progress, On hold, Live)
Add
New custom fields can be added by clicking on the ‘Add custom field’ button available on the Global custom fields table. Once clicked, this is how the form shows up.
Edit & Delete
Listed custom fields can be edited or deleted from the small arrow icon on the right-hand side.
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