Configuring your General Project Settings

The general setup options for your project are described below:

• 'Need Scheduling Permission' — Check this checkbox to override the 'Resolve Issues' permission (i.e. 'Fix for version' permission) with the JIRA 'Schedule Issues' permission. Users will then need to have the 'Schedule Issues' permission to drag and drop cards into version boxes. This also applies to prioritising issues.
• 'Card Creation' — Check this checkbox to allow the creation of cards via GreenHopper. If you uncheck this checkbox, the creation of cards via GreenHopper will be locked.
• 'Issue Link Type' — You can specify which link type the hierarchy plugin will use in this setting.
• 'Use Time Aggregation' — Check this checkbox to allow aggregation of time tracking fields between the parents and their subs in GreenHopper.
• 'Use JIRA IFrame' — Check this checkbox to use JIRA's IFrames when viewing issues in GreenHopper, i.e. when you click an issue in any of the boards the issue details will display in a pop-up window (IFrame) rather than opening the issue in the standard JIRA view.

A ranking field is essentially a GreenHopper-specific custom field that you can use to rank your issues. The ranking field will be made available in the 'Sort by' drop down of your contexts. This will allow you to view your issues ordered by rank and prioritise them by drag and drop.

To configure the ranking field for a project,

• If no ranking fields exist:
  1. Click the 'Add a Ranking Field to your Project' link to add a new ranking field. A new add field page will display.
  2. Fill out the fields (accept all field defaults and select whether you want the project to apply to a specific project or globally). See Adding a Custom Field for detailed instructions.
  3. Click the 'Finish' button to add your field. The 'Associate field <your ranking field> to screens' page will display. You don't need to configure anything on this page, so just click the 'Cancel' button.
  4. Navigate back to the general configuration settings for your project. Your new field should be selected as the ranking field.
• If ranking fields already exist but none are selected for your project:
  1. Select the desired ranking field in the dropdown (only your GreenHopper Ranking custom fields will be available in this drop down).
  2. Click the 'Add field' link to add the field as the ranking field for GreenHopper. The dropdown will disappear and the name of your ranking field will be displayed as text.
• If you have selected a ranking field for your project already:
  1. Click 'Remove field' to remove the selected ranking field. Alternatively, if your ranking field is not working correctly, the 'Optimize (repair)' link will repair all of the misranked issues and fix your ranking field.

You can add multiple fields to be available in your Sort by drop down of your contexts. You will then be able to sort your issues with these new criteria.

To configure the sorted fields for a project,

• Adding a sorted field:
  1. Select the desired field from the dropdown in the 'Sorted fields' section (only the Sortable custom fields will be available in this drop down).
  2. Click the 'Add field' link next to the dropdown.
• Removing a sorted field:
  1. Click the 'Remove field' link next to the field that you want to remove as a "sorted field" from your project.

A flagging field is used in projects to notify of impediments on issues (i.e. you can flag an issue which needs attention). Issues are flagged using a pre-specified value of either a Multi Checkbox or Multi Select custom field, that has been assigned as the flagging field. You can choose which custom field to use as the flagging field and the value that is assigned when an issue is flagged.

To configure the flagging field for a project,

1. Select the desired custom field to use as the flagging field from the dropdown in the 'Flagging field' section (only Multi Select and Multi Checkbox custom fields will be available in this drop down). The 'Field Value' dropdown will display.
2. Select the desired value to assign to issues when flagged in the 'Field Value' dropdown.

Read how to flag an issue in GreenHopper in Flagging an Issue in GreenHopper.