The global settings do not apply to Next Gen Projects. To configure the settings for Next Gen Projects go to the project settings.

If not configured, Default Settings will apply.

Configuration structure

The settings can be configured on global, project and issue level. As the words already explain, the global settings apply globally, the project settings only to a certain project and the issue settings on a specific issue.

Theses settings overwrite each other, which means the issue settings are taken over the project, which are taken over the global settings (issue>project>global).

General Settings

The general settings are only accessiable on a global level.

They are not changeable from the project or issue settings.

Issuetypes with Summary Panel

  • Define certain issuetypes that display the Summary Panel

Permission Summary Panel

  • Define certain user groups that are able to access the Summary Panel

Summary Panel Settings

Time

  • Include Root Issue: Check this, if you want the Root Issue to be included into counting
  • Include Sub-tasks: Check this, if you want the Sub-tasks to be included into counting
  • Ignore Remaining Time for closed issues: If this is checked. the remaining time of all resolved issues will not be taken into the sum up
  • Time unit: Set the time unit to be displayed (hours / days) or use the time unit of your Jira instance
  • Time format: Choose which information should be displayed below the progress bar
  • Time Budget: Set a single line text field as budget field (How to add a Time Budget Marker)

Completed Issues

Displays the completion of issues based on the resolution

  • Include Root Issue: Check this, if you want the Root Issue to be included into counting
  • Include Sub-tasks: Check this, if you want the Sub-tasks to be included into counting

Status Category

Displays the completion of issues based on the status

  • Include Root Issue: Check this, if you want the Root Issue to be included into counting
  • Include Sub-tasks: Check this, if you want the Sub-tasks to be included into counting

Story Points

Displays the completion of story points based on the resolution

  • Include Root Issue: Check this, if you want the Root Issue to be included into counting
  • Include Sub-tasks: Check this, if you want the Sub-tasks to be included into counting
  • Budget: Set a numeric field as budget field

Attachments

Check this box to show an attachment counter in your Summary Panel with a number of all attachments in the issue and contained issues

  • Include Root Issue: Check this, if you want the Root Issue to be included into counting
  • Include Sub-tasks: Check this, if you want the Sub-tasks to be included into counting

Comments

Check this box to show a comment counter in your Summary Panel with a number of all comments in the issue and contained issues

  • Include Root Issue: Check this, if you want the Root Issue to be included into counting
  • Include Sub-tasks: Check this, if you want the Sub-tasks to be included into counting

Additional Fields

Add any number based custom field to the Summary Panel

  • Include Root Issue: Check this, if you want the Root Issue to be included into counting
  • Include Sub-tasks: Check this, if you want the Sub-tasks to be included into counting
  • Budget: Set a numeric field as budget field

Customfields Settings

Progress

  • Define the value that the Progress Bar displays in the Epic Overview Report
  • The configuration made here are overwritten by the custom field configuration made directly at the custom field