User Manual

Project Navigator

The app's main screen and its sidebar — the map of everything below.

Overview

Stat cards, projects needing attention, upcoming deadlines.

List View

The table: filtering, sorting, columns, bulk edit, the project drawer, and how Health is calculated.

Board View

Columns by status, team, priority or health; drag to change status.

Timeline View

The delivery schedule, with progress-filled bars and a today marker.

Insights and My Dashboards

Charts, and the widgets each user builds for themselves.

Preferences

Your theme (Match Jira, Light or Dark), date format and hidden projects.

Project Properties Page

A single project's charter, inside that project.

Getting Started

Install to reporting portfolio in five steps.

Property Management

Defining properties, the seven types, and coverage.

Permission Management

The four permissions and exactly what each one allows.

Property Types and Data Model

What a property holds, where values live, and the rules every screen shares.

Gadgets for Jira Dashboards

All three gadgets, how to add one, and how drill-down works.

Pie Chart Gadget

Distribution of one property.

Project List Gadget

A table of projects with the columns you pick.

Two Dimensional Statistics Gadget

Counts across two properties, with totals.

Automation

Every module the app adds, in one map.

Workflow Condition

Hide a transition unless the project matches a rule.

Workflow Validator

Block a transition with an error instead.

Workflow Post Function

Copy a project property onto a custom field.

Available Custom Fields

The project pickers and the read-only Project Properties field.

JQL Search Based on Default Properties

The six indexed aliases, with worked queries.