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Jama Connect User Guide

Categories

In Jama Connect, the Categories feature allows you to organize and view cross-project items based on classifications. Examples of classifications include configurations, allocations, releases, and features.

You can use the Categories feature to assign cross-project items like requirements, test cases, and use cases to customer-defined groupings. According to your project needs, you can assign a single category or multiple categories.

The Categories feature is disabled by default. The organization admin must enable it before the option appears in Jama Connect. Once the feature is enabled, users with read/write permissions can make edits. For more information, see Enable categories.

Tip

If you prefer to hide the Categories tab for a project, go to the Page layout settings (gear icon > Change layout).

Your role determines your interactions when you use the Categories feature.

Role

Responsibilities and actions

User with read permissions

  • View categorized items in the Category tree.

  • See a list of cross-project items.

  • View Category Path.

  • View Category Path ID.

User with read/write permissions

  • Organize your requirements across projects.

  • Apply a category to items from Single Item View, List View, or Reading View.

  • View categorized items in the Category tree.

  • See a list of cross-project items.

  • View Category Path.

  • View Category Path ID.

Organization admin

  • Control and manage the Category admin tree:

    • Add, move, copy, and merge categories.

    • Edit and delete categories.

  • See category details like description and when it was created.

  • View Category Path.

  • View Category Path ID.

  • View Category ID.

  • Clean up categories.

Changes to the Categories admin tree affect any allocated items in your projects.

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