Manage insights in a company-managed project

The following information only applies to company-managed projects, using scrum templates on a Standard plan. This is a beta feature.

To check your project type, look at the bottom of your project’s left-hand sidebar. If you don’t see an icon stating You’re in a company-managed project, then you’re in a team-managed project. Check out our team-managed project documentation.

You must have site admin access to do follow the steps described on this page.

Also, we’re rolling this feature out right now. If you don’t see insights just yet, sit tight. They’ll land in your company-managed project in the next week.

Insights, and other combined metrics, are sourced from various sets of project-level data. That data is rolled up into a summarized figure to represent an aggregated view of a single metric.

Insights are enabled using the View aggregated data permission.

When you enable the View aggregated data permission, anyone who’s granted the permission will have access to project-level and issue-level data. This means a user could see a project’s average estimations, or issue count, the name of any issue type, and a team’s cycle time or deployment frequency.

Learn more about permissions for company-managed projects.

Enable the View aggregated data permission

  1. If you’re not already there, navigate to yourcompany-managed project.

  2. From your project sidebar, go to Project settings > Permissions.

  3. In the top right, find ()Actions > Edit permissions.

A cropped screenshot of the actions menu in the permissions settings of a JSW project

4. In the Project permissions section, find View aggregated data.

5. Select Update. Users granted permission to View aggregated data will be pre-populated.

6. Choose to grant or revoke access for any logged-in user, or specific cohorts. Options include project-level users, roles, and groups. It doesn’t apply to issue-level grant categories such as Reporter, Current assignee, User custom field value, and Group custom field value.

A cropped screenshot of the permission update modal, showing the different user groups who can be granted access.

7. When you’re done, select Grant.

If you disable the View aggregated data permission for certain users, they won’t be able to view insights and some reports.

Learn more about permissions for company-managed projects.

Use insights with a board or backlog backed by a filter

Insights use the latest browser-features. Check which browsers we currently support.

You can use a JQL filter to define which issues appear on your board or backlog.

Although insights live on your board and backlog (and deployments view), they surface project-level data. This is what gives you a holistic view of your efforts and possible areas for improvement.

The insight feature won’t display unless your filter includes a specific project. This includes filters based on an issue type, such as a Bug, or an assignee, as well as user-owned boards.

A project admin can see if your board or backlog is based on a JQL filter.

  1. If you’re not already there, navigate to your company-managed project.

  2. From your project’s sidebar, select Project settings > General.

  3. Find the Filter section. If your board is set to a specific JQL query, it will be listed here

Learn more about creating and managing boards based on filters.

Last modified on Jun 24, 2021
Cached at 9:12 PM on Jul 30, 2021 |

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