Project portfolio and resource management with multiple Jira projects - New office building
If you are not familiar with Jira at all, please check our other demo first!
You can check some basic Jira functionality with our other demo: Task and Worklog Management for Marketing Teams >> click HERE!
Features of BigPicture - Project Management & PPM you can try in this demo
- Track your tasks within multiple Jira projects
- Main features of BigPicture - Project Management & PPM like...
- Schedule your tasks in a GANTT-like view
- Set up depedencies
- Assign issues for Jira users depending on their workload (resource management)
Detailed solution use case description
Your company is expanding, so you have to build a new office. You want to track your issues within Jira, you want to separate the issues into multiple projects, but you also want to see an overview of the progress and check the workload of your Jira issues and decide on the assignee based on that.
You divide the tasks into three projects:
- Finance, where you can find any finance- or HR-related issues like hiring an architect or buy new furnitures.
- Construction & Utilities, where you can find any construction- or utilities-related issues like building walls or install plumbing.
- Design & Interior, where you can find any design- or interior-related issues like design a floor plan or choose the new furnitures.
Every project have a leader, where you assign the issues, so you can check the assigned tasks and workload for your colleagues. It will help you with the scheduling also, as you can set up a timeline for the issues.
Also in the tutorial, you can check these issues in different views with BigPicture - Project Management & PPM
- a timeline view, where you can see the whole process
- a view grouped by projects, where you can check the issues in every project and also see the links between them, and in the structure, you can see also every project one-by-one
Once again, if you are new to Jira, you can check some basic functionality and features with our other demo: Task and Worklog Management for Marketing Teams >> click HERE!
In our imaginary scenario, you are part of the Marketing team, and you are working on the new office building. You want to check when your issues are scheduled and how busy your colleagues will be in the next few weeks.
You will have to:
- check the whole process in BigPicture - Project Management & PPM
- check the workload
- add a new task in the Jira project
- schedule the issue within the GANTT view, and assign it for yourself
- check the issues only related to your project (Office - Design & Interior)
Log in to the site
1. Open a browser, and go to https://metainfdemo.atlassian.net
2. Your login credentials are:
- Username: minfdemo.marketing@gmail.com
- Password: mardem456
Open the New Office Building issues in BigPicture - Project Management & PPM
1. On the main navigation, choose Apps >> BigPicture
2. Click on the New Office Building (by timeline) name, or simply click here: https://metainfdemo.atlassian.net/plugins/servlet/ac/eu.softwareplant.bigpicture/bigpicture#!/box/PROG-1/g
Check the whole process in the GANTT-chart view
1. On the left side, you can see the issues, the status of the issues, and as you will see in the project column, they come from different projects.
2. On the right side, you can see the scheduling and the timeline, also the dependencies.
3. Feel free to play with the zoom icons, so you can see a different time period.
Check the issues assigned to the current user
1. Above the GANTT chart, you can see the Quick filters drop-down field. Click on that!
2. Click on the My tasks quick filter!
3. You will see only the issues assigned to you!
4. To see all issues again, click on the Quick Filter, My tasks again!
Check the workload on you and your colleagues
1. Above the quick filter, you can see the Gantt drop down. Click on that, and click on the Resources option! Or simply click here: https://metainfdemo.atlassian.net/plugins/servlet/ac/eu.softwareplant.bigpicture/bigpicture#!/box/PROG-1/re
2. You will see the different workloads of the different colleagues.
3. What do the colors mean? If it's green, you have some capacity, so they can assign new issues for you. If it's yellow/orange, you have a little capacity, within 1 workday, so maybe you can take the issue. If it's red, you are over your workload, so you are overburdened with issues.
Create new issue in Office - Design & Interior project
1. Click on the Create icon in the main navigation bar.
2. Select Office - Design & Interior project.
3. Add a summary like Design wall decorations
4. Add an original estimate for the issue like 2 days (2d or 16h)
5. Click on create
Re-schedule newly created issue in BigPicture - Project Management & PPM
1. If you left the page, go to the GANTT view or simply click here: https://metainfdemo.atlassian.net/plugins/servlet/ac/eu.softwareplant.bigpicture/bigpicture#!/box/PROG-1/g
2. The new issue will be the last on the list on the left side. If you found it, in the GANTT view reschedule it!
3. To modify the start date, simply grab the left side of the bar, and move it somewhere else.
4. To modify the due date, simply grab the right side of the bar, and move it somewhere else.
5. You can check on the issue itself, it changes also!
Assign newly created issue in BigPicture - Project Management & PPM
1. Go to the Resources view, or simply click here: https://metainfdemo.atlassian.net/plugins/servlet/ac/eu.softwareplant.bigpicture/bigpicture#!/box/PROG-1/re
2. You can see the new issue in the unassigned row on the scheduled days.
3. Simply drag & drop it for your user, Marketing Demo.
4. As you can see, you can schedule the issue also here as well.
Check issues grouped by projects
1. On the main navigation, choose Apps >> BigPicture
2. Click on the New Office Building (by projects) name, or simply click here: https://metainfdemo.atlassian.net/plugins/servlet/ac/eu.softwareplant.bigpicture/bigpicture#!/box/PROG-2/g
3. As you can see, the left side structure is different. The issues all the same.
Feel free to try other funcitionalities within BigPicture. More about BigPicture here.
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