Main Confliguration
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This configuration Screen is valid for versions < 1.5.x
4: Assignment and Analytics Board Colors and Thresholds (set colors and thresholds for each level) 5:
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Additional Features
The configuration allows you to set up the following.
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following features can be turned on if you want to use extended functionality
(Click to enlarge) Default capacities for ressources (for Creation of Capacities) The appearance of project and resource labels. Date picker configuration of create dialogs, see documentation of possible settings: http://api.jqueryui.com/datepicker/#utility-formatDate Default configuration for timeline of Assignment and Analytics Boards:
Example: If you configure 4 weeks to display and -3 as offset, the current week is the starting point for the Analytics view. Assignment and Analytics Board Colors and Thresholds (set colors and thresholds for each level) Feature toggles:
Configure access permissions:
Export activity log to MS Excel for each Board | Database cleanup tools should only be used if AIM support advices to use itFeature toggles: 1: Analytics view - This feature aimed to free space in the sidebar if you do not need the analytics view. 2: Classify Absence - You can classify Vacation, Sickness, Public Holiday and Training as classifier. If you enable this feature, direct access to the week fields in absence board is disabled, because this would potentially overwrite classified absences on daily basis. 3: Board integration - This feature shows the resource section in the project sidebar on agile boards. Note that there are project specific permissions that you can set in order to show or hide the integration for different project roles. 4: Portfolio Integration - Can only be enabled if you have installed the Portfolio for Jira Extension. This will enable you to couple Portfolio for Jira teams and plan their assignments in detail. 4a: Uncouple Team option - This allows you to uncouple teams from Jira Portfolio and use them as simple projects in Resource Management. Read more in the Portfolio for Jira Extension documentation. 5: Labeled Content - This enables the Label board to be shown. Plan assignments on projects or team members that are not yet known or created in Jira. For example a teammate that you will hire in future or a project that you haven't won yet, but you already want to plan ahead. 6: Project content - Enable to use Jira projects, custom project labels or both. Only possible if labeled content feature is enabled. 7: Resource content - Enable to use Jira users, custom labels or both. |
Global Permissions (main menu)
(Click to enlarge) | JIRA Administration > Security > Global permissions: Configure the groups that should be able to access the boards 1: AIM Resource Management - View Capacity Board - Will enable groups to use the Capacity board. Shows the menu and enables you to read and write to the board. 2: AIM Resource Management - View Absence-Board - Will enable groups to use the Capacity board. Shows the menu and enables you to read and write to the board. 3: AIM Resource Management - View Assignment-Board For existing installations, there is a migration task that will copy the current settings from Plugin Configuration to the JIRA Global permission- Will enable groups to use the Capacity board. Shows the menu and enables you to see the board without changing any values. You can create and edit your own filters. 4: AIM Resource Management - Edit Assignment-Board - Will enable groups to use the Capacity board. Shows the menu and enables you to read and write to the board. 5: AIM Resource Management - View Label-Board - Enables you to manage labeled content for the projects and resources selections. |
Project Permissions / Permission Schemes
(Click to enlarge) | Project Settings (on the JIRA Board) > Permissions OR JIRA Administration > Issues > JIRA Permission Schemes (Project permissions) Configure the groups that should be able to access the board integration. |
(Click to enlarge) | Configure project based view or edit permissions for the projects on the Assignment Board: AIM Resource Management - Edit Assignments AIM Resource Management - View Assignments Migration default for existing schemes during installation: Any logged in user is able to edit the assignments If a new scheme is created after migration, the permission needs to be added. |
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