How to activate it.JCATS for your Jira project
As Jira administrator, you can activate it.JCATS work logs globally or choose which specific projects should use it.
Creating and configuring the WBS field (required)
Refer to this article from the Atlassian documentation for an in-depth guide on how to create custom fields.
Step | Procedure | Example | Description |
---|---|---|---|
1 | Open the Custom fields administration menu | Navigate via Jira Administration → Issues Look for FIELDS in the menu on the left and select Custom fields | |
2 | Click on the Add custom field button | ||
3 | Select Advanced in the upcoming dialog. Look for and select the type WBS Field. Click Next. | ||
4 | Enter a name and an optional description for your field. Click Create. | Only one WBS custom field is required for your Jira instance | |
5 | Associate your field with the project screens where you would like to see it placed later. Click on Update to finalize the field creation. | ||
6 | Open the it.JCATS configuration menu | Switch to the Mange Apps tab Look for the IT.JCATS Configuration in the menu on the left and click on Activate IT.JCATS It is not possible to activate it.JCATS unless a WBS field is configured. | |
7 | The newly created custom field should now be available in the WBS field dropdown. Select the custom field and click on Save. |
Enabling/Disabling work logs for all projects
Step | Procedure | Example | Description |
---|---|---|---|
1 | Open the it.JCATS configuration menu | Navigate via Jira Administration → Manage Apps Look for the IT.JCATS Configuration in the menu on the left and click on Activate IT.JCATS | |
2 | Be sure to add a WBS field if none has been selected. | Refer to the section "Creating and configuring a WBS field" above. | |
3 | Toggle the Use it.JCATS globally switch to ON or OFF | ||
4 | Click on Save | Using the Log work function in any issue will now send the data over to SAP |
Enabling/Disabling work logs on a specific Jira project
This function is only available if it.JCATS is not globally active.
Step | Procedure | Example | Description |
---|---|---|---|
1 | In Jira, open the Project settings view | Open the project you wish to edit and select Project settingsin the project sidebar Stay in the Summary tab and look for the it.JCATS panel on this page. | |
2 | Toggle the Active switch to ON or OFF | If it.JCATS is globally active, the switch will not be available, instead being replaced by a notification. |