Jama Connect User Guide

Configure projects workflow

Workflows are not project-specific. When the organization administrator configures a workflow it applies to the item type across projects.

Note

You must have organization administrator permissions to complete this task.

Important considerations

  • If the organization administrator selects Allow project managers to override workflows on a project, the project administrator for each project can set up the workflows.

  • If you disable a workflow, Jama Connect stores your settings for later use.

  • An organization administrator can disable a workflow by deleting it from the Workflow Administration section.

  1. Select Admin > Organization, then select Workflow. If you disable a workflow, Jama Connect stores your settings for later use.

    • Select Enable workflow for this organization.

    • (Optional) Select Allow project managers to override workflows on a project.

      Important

      If you select or deselect either option, it could trigger a long transaction that might impact system performance.

      projects_workflow.png

      This enables workflow for all projects using this item type. It can't be disabled at a project level.

  2. In the Workflow Administration section, select Add/Edit to start a new workflow, or select an existing workflow and then Config in the Action column to edit it.

    project_workflows_add_edit_annotated.png
  3. A project or organization administrator can continue setting up the workflow from here.