Projects Module

Project icon OPTIONAL

Set the right project icon for your new project. This is important because it helps differentiate projects in the reports

• JPG

• PNG

Project name MANDATORY

This is the name field for the new project

Company MANDATORY

All projects and retainers must belong to a company

Budget OPTIONAL

If you would like your project's margins to be calculated based on a fixed budget and not on the sum of the costs of the issues, then you can enter the project’s budget amount here. If left empty, the EVM App will calculate costs based on the SUM os all of the project’s issues, by calculating the issue’s original estimates, assignee and assignee cost rate,

Duration format MANDATORY

Specify how the durations should be displayed for this project. It is defaulted to the duration display settings you have at the app level, but can be customised at the project level as well

• Days

• Hours

Money format MANDATORY

Specify how the currency amount should be displayed for this project. It is defaulted to the currency format on the settings you have at the app level, but can be customised at the project level as well

• Exact amount

• Thousands

• Millions

Start date MANDATORY

Here you specify the start of the work for this project

Ignore time entered before this date

When set, the App will ignore any worklog entered before this date for any of the project issues in this project

• True

• False

Delivery date OPTIONAL

Specifies the expected end of the project. Although this is an optional field, the EVM app will not be able to calculate key EVM metrics until this is set.

Enter JQL to define scope or select Jira filter

This is where you specify the scope of the project. The scope can be specified by selecting an already created Jira filter or by writing your own Jira JQL. Please see the Tips and Tricks for defining project and retainer scope for advanced usage of Jira JQLs

• Saved Jira filter

• Manually entered JQL

Status MANDATORY

Specifies the status of the project. This is a manually

• Proposal

• Initiating

• Planning

• Ready to Start

• Executing

• On Hold

• Blocked

• QA Validation

• QA Failed

• PO /Client validation

• Done

• Cancelled

Description OPTIONAL

Here you can add a brief description of the project. You can also add project management and other documentation links

Notes OPTIONAL

Optional Notes about this project

Project Manager(s) OPTIONAL

In this field you can specify one or many project managers in charge of this project

• Jira users with access to the EVM App

User Access OPTIONAL

In this very important section, you specify who has access to the project and under what capacity. Caution needs to be excised. Please refer to the user access functionality document for more details

• Regular

• Admin

Use ROM Calculations OPTIONAL

You can enable this option if your project issues have not been properly estimated yet but you still want to see some project progress with the issues that have been estimated.

• True

• False

• ROM Hours

• ROM Cost

• ROM Price

Reset on each import Deprecated

Will be deprecated, do not use