Plugin Configuration & Permissions

Main Confliguration

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1: Default capacities for ressources (for Creation of Capacities)

2: Global configuration - Label and calendar configuration of Jira users and Jira projects

Show the name, the key or both in all boards and wizards
Define a pattern to use in our calendar widget. This also defines how the date in the Board headers is formatted.
Date picker configuration of create dialogs, see documentation of possible settings: http://api.jqueryui.com/datepicker/#utility-formatDate

3: Default configuration for timeline of Assignment and Analytics Boards:

Weeks to display: Number of displayed calender weeks on Assignment Board
Analytics weeks to display: Number of displayed calender weeks on Analytics Board (use less weeks to improve performance on bigger Boards)
Analytics timeline offset: Offset that shifts the displayed timeline to the past (as usually the past weeks are of interest for users of the Analytics Board).

Example: If you configure 4 weeks to display and -3 as offset, the current week is the starting point for the Analytics view.

4 + 5: Assignment and Analytics Board Colors and Thresholds (set colors and thresholds for the marker colors in the assignment board)

6: Feature Toggles. The features are described below.

7: Labeled Content. If you want to use your own labeled content fur users or projects.

8: Configure Managed users:

User Source - If disabled you will see the users that have Jira access in all resource selections
Managed Groups: Users of the configured group(s) are allowed for selection in the user fields.
Managed Users

The managed users do not have to be the same as the ones used in Jira, it could also be a group in AD or LDAP that is not allowed to be used in Jira projects.

9: Export activity log to MS Excel for each Board

10: Cleanup timezones in DB, this will only be requested by our support team, so please don't use it on your own.

JIRA Board Integration can be switched on and off, default setting is on.

Additional Features

The following features can be turned on if you want to use extended functionality

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Feature 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)

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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 - 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

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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.

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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.