Jama Connect User Guide

Dashboard options

You can customize a project dashboard to display the information needed by project members. Dashboard changes are made at the project level.

Caution

To manage the dashboard, you must have organization admin or project admin permissions.

The following options can be added to the dashboard.

Image shows Add to dashboard window with options for what you can add to the dashboard.

Filter results

filter_results.png

Displays the results of an existing filter.

  • Name the window.

  • Select a filter and which columns to display.

  • Select how many items to display.

Bar chart

bar_chart.png

Displays the results of an existing filter as a bar chart.

  • Configure the name, filter, field shown, and number of elements with the gear icon in the top right.

  • Select individual bars in the bar chart to view those items in a new tab.

Pie chart

pie_chart.png

Displays a pie chart for a filter and field that the user selects.

  • Configure the filter and field with the gear icon button in the top right.

  • Select the individual items in the pie chart to open those items in a new tab.

Project summary

project_summary.png

Displays a summary of the entire project, including:

  • Total number of items in the project.

  • Number of days until next release.

  • Number of days until project completion.

Recently viewed

recently_viewed.png

Displays the last 15 items viewed by the current user.

  • Select a recently viewed item to open it in a new tab.

Assigned to me

assigned_to_me.png

Displays a list of items assigned to the current user.

  • Select the gear icon in the top right to edit the settings.

  • Name the window.

  • Select a filter and which columns to display.

  • Select how many items to display.

Recent activity

recent_activity.png

Displays a line graph of recent activity over a period of time.

  • Configure the time period.

  • Change the name with the gear icon in the top right.

Activity stream

activity_stream.png

Displays the current activity stream of the project.

  • View all current activity including comments, edits made, new items created, and assignment changes.

  • Use the filters at the top right to filter only comments, activities, or search for specific items.

Rich text

rich_text_2.png

Displays user-defined text, images, diagrams, and equations.

Relationship rules diagram

rel_rules_diagram.png

Displays the relationship rules applied to the project.