User's Guide - 2.2

Administration Icon Key
IconMeaning
Add item to schema or template
Save current edited item in schema or template
Revert the edited schema or template value
Edit the current schema or template (add more items)
Delete the current item
Clone the current template

 

 

On this page:

 

 

 

 

JIRA Administrators

Installing the plugin

Project Creator for JIRA is available through the Atlassian Marketplace. Install it through the Universal Plugin Manager in JIRA.



 

Managing Project creation permissions

Permissions types

There are 2 permission types:

  • Groups of users that can create projects from templates
  • People that can be designated as the project lead during the project creation. Please note that:
    • If no group is specified then the project lead will default to the project creator. 
    • If the group specified only has 1 user then the project lead will automatically become that user.

Adding groups to a permission type

  • Select the group to add from the drop down.
  • Click Add group.

Removing groups from a permission type

  • Click Delete next to the group for which you want to remove permissions.


Creating, deleting or editing a project template

Once installed, the administrator will see Project Creator under the Plugins drop down menu in the JIRA administration view. Click the Project Creator option and you will be presented with its administration page.
 

From this page you can:

  • Set up Project templates 
  • Manage Permissions
  • Create Component Schemes
  • Create Version schemes
  • Create Project Role Schemes

Getting Started with a new template

To create a new template - type in the name of the template and click on the Add button ( ).

NameA user friendly name of the template (make it descriptive – this is what the creator of the project will see)
Internal descriptionInternal 'administrator only' text explaining what the template is about.

Editing or deleting an existing template

To edit or delete an existing template - click on Edit(  ) or Delete ( ) next to the template.

From this screen you can:

#Description
1Delete, Edit or copy a template
2View the number of projects created from the template (and which ones they are)
3View and edit the description
4View and edit the name of the template

Defining the ingredients for your template

 NameDescription
1Guidance note

User friendly description shown during the creation of the project.

2Parent template

The template to "inherit" values from. Any values specified in the template will override the parent template.

Essentially, rather than manually duplicating an entire Project Creator for JIRA template you can now designate a "parent" template. Then in your current template simply override the areas that you want to change.

3Limit to groupA subset of the groups that should see this template to create projects from
4Project CategoriesThe name of the project categories that the project creator can select to put the newly created project in. If you only select one item - the creator will not be presented with a project categories option. Options will only appear if there are two or more for them to choose from.
5Default AssigneeThe default assignee
6ComponentsThe name of the component scheme
7VersionsThe name of the version scheme
8WorkflowThe workflow scheme to associate with the project.
9PermissionsThe notification scheme to associate with the project (make sure that the Project Lead has access to utilize the project).
10Issue Security 
11NotificationsThe notification scheme to associate with the project.
12ScreensThe screen scheme to associate with the project.
13Issue TypeThe issue type scheme to associate with the project.
14FieldsThe field scheme to associate with the project.
15Project RolesThe name of the project role scheme.

 

In addition to these items, if you have any of the Wittified Add-ons for Delegated Project Creator for JIRA add-ons installed, more options may appear depending on the functionality provided.

 


Creating Component and Version schemes

These are collections of component and version entries that are used when a project is created.

(info) Once the project has been created altering the scheme will not affect any projects previously created from the schemes.




Project Role Schemes

Creating Project Role Schemes

These are collections of project roles that are used when a project is created.

(info) Once the project has been created altering the scheme will not affect any projects previously created from the schemes.

 

In order for the project roles to be applied - the creator has to be an project administrator. We suggest making sure your permissions scheme has the 'project lead' be able to administrate the project.

 

Provide a name and click Add (or if you have a previous scheme - click Edit).

If you know the username - enter that into the text field and click Add. Otherwise, click Find User (or Find Group).

Once you're done - click Close.

Removing the default project roles

As of Project Creator for JIRA 2.1, you can now select by checking the "Exclude default roles" option.

 


JIRA Users

Create a new project from a project creator template in 4 easy steps!

 

Step 1: Select the "Create project from template.

 

 

 

 

 

Step 2: Select your template.

Step 3: Provide project details.

Step 4: Click Submit and your project will be created!

 

 


Need more help? Contact our support team.