5. Creating a project
- Jonathan Muse
Goal
This section explains how to to create a project using Gaia for Jira. Projects can be created in two flavours, with, or without a Confluence space.
Pre-requisites
This tutorial was written considering that :
- you have a Jira instance installed and running on your server;
- you have administrative rights to create projects in Jira;
- you are logged in Jira;
- you have Confluence installed (optional).
Creating a project
Creating a project is a simple operation, although the steps may differ depending on the type of the template your are using.
1. Creating the project :
In Jira, locate the "Projects" item from the top menu and select "Create Project" :
Creating projects requires to be an administrator, and to enter administrator credentials. Please contact your system administrator to create a new project.
This opens the Create project dialog. In this dialog, select the "Gaia Software Project templates" or "Gaia Business Project templates" and click Next.
2. Configuring the project :
2.1 Make sure you have templates configured
Creating a project without any template available will result in showing the following error. Make sure you have valid templates configured into the system.
Some versions of Gaia come with a set of default templates to use. If you don't have them, consult the add a template page to create a new template.
2.2 Project templates without a Confluence space
Some project templates may simply consist in a predefined set of tasks that do not require to instantiate a Confluence space. Select the proper option from the project template combo box.
The "Create copies of schemes" option, when checked, will create a copy for each scheme of the Gaia template that was indicated as needed to be duplicated and assign those copies to the project.
Once the template is selected, you can click on the "Select" button to continue.
On the following screen, you may fill the project name and add a unique project key.
When done, click the "Submit" button.
2.3 Project template with a Confluence space
Project templates may consist in a combination of predefined tasks and a predefined Confluence space. Select the proper template from the Project Template combo box. When selecting a template with Confluence in the combo box, you will be asked to enter your Confluence credentials on the right side of the dialog. This is needed to access Confluence.
You must enter a valid username and password, and you must make sure that you have the permissions to create a Confluence space. Contact your system administrator if you don't have the proper access to create a Confluence Space. The "Select" button becomes available only when you selected a template and entered the Confluence credentials.
Note
Please note that the Confluence user MUST either be an administrator or have Space creation privileges on the Confluence instance you are using.
The "Create a project link" option, when checked, will create a link between the new Jira project and the new Confluence space. This link is needed if you are planning to use the Gaia Activity - Task Creation Automation app with the Page Tree Template app.
After entering the credentials, click the "Select" button.
On the following screen, fill the project name and add a unique project key. The same project key will be used for the Jira project and for the Confluence space.
When done, click the "Submit" button.
Note
Please note that the project key will be used for Jira and Confluence. This means that it has to be unique on both Jira and Confluence.
2.4 Project template with Tempo Team's setting enabled
Project templates may consist in a combination of predefined settings and also include an Issues file that you want to import. Select the proper template from the Project Template combo box. When selecting a template that includes an Issues file and the option to include Tempo Team's values from issues is enabled, you will be asked to check Create a Tempo link option and enter your Jira credentials on the right side of the dialog. This is needed to process the Tempo Team values contained in an Issues file.
You must enter a valid Jira username and password, and you must make sure it has the permission to create a project. Contact your system administrator if you it doesn't have the proper access. The "Select" button becomes available only when having entered the Jira credentials if you have decided to check the Create a Tempo link option.
Tempo Team field
If you do not check the "Create a Tempo link" option or do not provide a valid Jira username and password, the Tempo Team field values contained in the Issues file will be simply omited. The issues will be created but the Tempo Team fields will be empty.
In order for the Tempo Team's field values to be processed when importing an Issues file, 1) the Tempo plugin must be installed and enabled, 2) the template must have an Issues file associated with it and 3) the option to "include Tempo Team's values from the issues" must be enabled, 4) the option to "Create a Tempo link" must be checked and 5) a valid Jira username and password must be provided when creating the project.
After entering the credentials, click the "Select" button. On the following screen, fill the project name and add a unique project key. When done, click the "Submit" button.
You're done!
There you go, you have created a Jira project using a Gaia for Jira template!
What's next
Now that you have a project, you can start working! Have fun.
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