Project Milestone Tracking in JIRA Issues

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This document provides instructions for adding a project milestone tracking table to JIRA issues using the Table Grid Editor add-on. It includes steps to add a custom field, configure the table grid with columns like internal milestone, planned and actual start dates, and comments. It also explains how to define column properties and find projects starting late using filters and a JQL query to access the table grid data.

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How to Guide:
Project Milestone Tracking
in JIRA Issues

Add a Table with Project Milestones
to JIRA Issues

FOLLOW THESE STEPS TO ADD THE
TABLE GRID TO YOUR JIRA ISSUES

Project Milestones

Give a name and description to the Table Grid Editor.
For example, if you are going to use the Table Grid Editor
to store offers made to the customer, you can call it Quotes.

Select the screens where you want
to include the Quotes.

Goto the relevant screen and you will
find the Table Grid Editor

Project Milestones

a) Goto Custom Fields
b) Hit configure

Project Milestones

Project Milestones

Click Edit Default Value

Project Milestones

Let’s configure Table
Grid Editor for Quotes

Get the configuration files
used in this Example
> Download <
Continue this presentation for the Explanation of the configuration file

Basic configuration of the Table Grid and where to store its contents
gd.tablename=projectschedule
gd.ds=jira
gd.visiblerows = auto
gd.delete.confirmation = true

Name of the table in database

Let’s define the columns
gd.columns=InternalMilestone, Planned, ActualStartDate, mComment

Column Identifiers

Let’s define Internal Milestone column
gd.columns=InternalMilestone, Planned, ActualStartDate, mComment
col.InternalMilestone= Internal Milestone
Column header name
col.InternalMilestone.type = list
col.InternalMilestone.width=190
col.InternalMilestone.defaultSort = Ascending
col.InternalMilestone.defaultvalue=1. Use Case Outline

Different Supported Column Types
col.name.type = ( checkbox | date | integer | list | number | radio | sequence | string | textarea )

Some Examples:

textarea

number

integer
list

radio

date

Let’s define Planned Start Date and Actual Start Date
gd.columns=InternalMilestone, Planned, ActualStartDate, mComment
col.Planned= Planned Start Date
col.Planned.type = date

Header Column name

col.ActualStartDate = Actual Start Date
col.ActualStartDate.type = date

Header Column name

Let’s define Comments column
gd.columns=InternalMilestone, Planned, ActualStartDate, mComment
col.mComment=Comment
col.mComment.type = string
col.mComment.width=180
col.mComment.maxLength=40

Column header name

How to find Project that are starting late?

Pull out filters

How to find Project that are starting late?

Click advanced

How to find Project that are starting late?

Here you can enter a JQL Query that includes
Table Grid properties

How to find Project that are starting late?

issuekey in grid("Project Milestones", "Planned < ActualStartDate")

access your grid in JQL
name of the custom field Table Grid

SQL where clause

Save the Filter so you have it at a
Click of a Button

Save the Filter

Get Table Grid Editor addon
from the
JIRA Marketplace
> Download <

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Project Milestone Tracking in JIRA Issues

1. How to Guide: Project Milestone Tracking in JIRA Issues

2. Add a Table with Project Milestones to JIRA Issues

3. Find Projects that are Starting Late

4. FOLLOW THESE STEPS TO ADD THE TABLE GRID TO YOUR JIRA ISSUES

5. Add a custom field

6. Select Table Grid Editor and click next

7. Project Milestones Give a name and description to the Table Grid Editor. For example, if you are going to use the Table Grid Editor to store offers made to the customer, you can call it Quotes.

8. Select the screens where you want to include the Quotes.

9. Goto the relevant screen and you will find the Table Grid Editor

10. Project Milestones a) Goto Custom Fields b) Hit configure

11. Project Milestones Project Milestones Click Edit Default Value

12. Project Milestones Let’s configure Table Grid Editor for Quotes

13. Get the configuration files used in this Example > Download < Continue this presentation for the Explanation of the configuration file

14. Basic configuration of the Table Grid and where to store its contents gd.tablename=projectschedule gd.ds=jira gd.visiblerows = auto gd.delete.confirmation = true Name of the table in database

15. Basic configuration of the Table Grid and where to store its contents gd.tablename=projectschedule gd.ds=jira gd.visiblerows = auto gd.delete.confirmation = true Where contents of table is to be stored (datasource)

16. Basic configuration of the Table Grid and where to store its contents gd.tablename=projectschedule gd.ds=jira gd.visiblerows = auto gd.delete.confirmation = true Let Table Grid decide how many rows to show

17. Basic configuration of the Table Grid and where to store its contents gd.tablename=projectschedule gd.ds=jira gd.visiblerows = auto gd.delete.confirmation = true ask for confirmation before deleting a set of rows

18. Let’s define the columns gd.columns=InternalMilestone, Planned, ActualStartDate, mComment Column Identifiers

19. Let’s define Internal Milestone column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.InternalMilestone= Internal Milestone Column header name col.InternalMilestone.type = list col.InternalMilestone.width=190 col.InternalMilestone.defaultSort = Ascending col.InternalMilestone.defaultvalue=1. Use Case Outline

20. Let’s define Internal Milestone column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.InternalMilestone= Internal Milestone Column type, “list” = elements col.InternalMilestone.type = list in a dropdown box col.InternalMilestone.width=190 col.InternalMilestone.defaultSort = Ascending col.InternalMilestone.defaultvalue=1. Use Case Outline

22. Let’s define Internal Milestone column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.InternalMilestone= Internal Milestone col.InternalMilestone.type = list col.InternalMilestone.width=190 Width of column in pixels col.InternalMilestone.defaultSort = Ascending col.InternalMilestone.defaultvalue=1. Use Case Outline

23. Let’s define Internal Milestone column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.InternalMilestone= Internal Milestone col.InternalMilestone.type = list col.InternalMilestone.width=190 col.InternalMilestone.defaultSort = Ascending Order the column ascending col.InternalMilestone.defaultvalue=1. Use Case Outline

24. Let’s define Internal Milestone column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.InternalMilestone= Internal Milestone col.InternalMilestone.type = list col.InternalMilestone.width=190 col.InternalMilestone.defaultSort = Ascending col.InternalMilestone.defaultvalue=1. Use Case Outline Default value when adding new rows

25. Let’s define Planned Start Date and Actual Start Date gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.Planned= Planned Start Date col.Planned.type = date Header Column name col.ActualStartDate = Actual Start Date col.ActualStartDate.type = date Header Column name

26. Let’s define Planned Start Date and Actual Start Date gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.Planned= Planned Start Date col.Planned.type = date col.ActualStartDate = Actual Start Date col.ActualStartDate.type = date Column type, “date” = shows a date selector when the edits Column type, “date” = shows a date selector when the edits

27. Let’s define Comments column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.mComment=Comment col.mComment.type = string col.mComment.width=180 col.mComment.maxLength=40 Column header name

28. Let’s define Comments column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.mComment=Comment col.mComment.type = string col.mComment.width=180 col.mComment.maxLength=40 Plain text type

29. Let’s define Comments column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.mComment=Comment col.mComment.type = string col.mComment.width=180 col.mComment.maxLength=40 Set width to 180px

30. Let’s define Comments column gd.columns=InternalMilestone, Planned, ActualStartDate, mComment col.mComment=Comment col.mComment.type = string col.mComment.width=180 col.mComment.maxLength=40 Allow max length of 40 characters

31. How to find Project that are starting late? Pull out filters

32. How to find Project that are starting late? Click advanced

33. How to find Project that are starting late? Here you can enter a JQL Query that includes Table Grid properties

34. How to find Project that are starting late? issuekey in grid("Project Milestones", "Planned < ActualStartDate") access your grid in JQL name of the custom field Table Grid SQL where clause

35. Save the Filter so you have it at a Click of a Button Save the Filter

36. Get Table Grid Editor addon from the JIRA Marketplace > Download <

Project Milestone Tracking in JIRA Issues

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