My Projects Filter and Dashboard

[Rich Gold]

I want to create a filter to show only my projects. Seems simple, but I can't seem to find a way. 

I am a PM and assigned as a PM only on all my projects. I can't seem to find any way to select roles other than the one assignee for each project. 

[Plamen Borisov]

It is even more interesting if you want to show the management a filter or a gadget that shows the projects split by Project Lead e.g. if they want to know how many projects each lead is handeling. I guess I should go back to Excel :(

[Rich Gold]

I have found a manual solution using a Dashboard and the "Projects" gadget type. I can manually select my projects which are then shown in a list on the dashboard. It's manual, but at least it shows me only the projects that I care about and allows me to quickly jump from project-to-project. 

This seems like a strange limitation that nothing else can be customized at the project level or my view inside the projects menu item, but it looks like the above method is the closest thing. 

[laralg]

Well Rich, if you wanted more information at project level the only other alternative I can give you is this add-on:

https://marketplace.atlassian.com/plugins/com.deiser.jira.profields/cloud/overview

It lets you have custom fields at project level, make gadgets with them so maybe it can give you more info thant the gadget.

Regards

[Tom DeLuca]

Hey Rich -

I'm with you... your request seems very simple and obvious, and this thread baffles me that people are not understanding it. 

I want to log on to Jira and see a list of Projects for which I am the Lead.  Three years later there still does not appear to be an easy way to do that.

[Max Foerster - K15t]

Hi Rich,

what is your role or function in that projects so we can see how to best filter for that. Are you for example the project lead? Then 

projectsLeadByUser()

would be the best choice. Or is it really a project role you're in?

projectsWhereUserHasRole(rolename)

[Rich Gold]

My role is Project Manager. 

I can't seem to get correct syntax using the JQL you provided, but that looks like exactly what I need. 

[Max Foerster - K15t]

Could you please provide a screenshot of the "user and roles" settings for the project and the query you used so we can fix the syntax? :)

[Rich Gold]

Query I'm attempting to write for this filter:

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Roles page within project settings (I believe this is part of Tempo add-on):  

[Max Foerster - K15t]

Hey Rich,

sorry for that. I got you wrong from the beginning. So just to have a list of your projects is (from what I know) not possible. I think you could write an own Gadget for that if you want to. But you can get around that a bit with using a 2-Dimensional Filter Statistics Gadget and using the following JQL query (the problem with the query is of course that it will list all issues of the projects where you have the role.)

project IN projectsWhereUserHasRole("Project Manager")

Configure the Gadget to use the filter and let the y-Axis be "Projects" and in my case the x-Axis is "Issue type".

So you see your projects in general and can but (on the other axis) some interesting data you might want to see as well. Here's my example:

[Rich Gold]

Thanks Max, The 2-Dimensional Filter Statistics Gadget is not really what I was looking for, but your query seems to be exactly what I need. I added to it to show only project issue types. 

project in projectsWhereUserHasRole("Project Manager") AND IssueType = Project

This gets me what I need as long as I create an issue type of "project" for each project. I suppose what I really want is to be searching at the project level, not the issue level.

It seems like I'm trying to use Jira in a way that's not intended, but I'm not sure why. I'm a PM, and I want to daily go into each project to look at sprints, backlog, etc for that specific project only. Since I'm an admin, when I go to the "Projects" menu item I see hundreds of projects, so unless the one I'm looking for is in the Recent menu, I have to manually search for the project that I want. I thought I should be able to get the list I want through a Dashboard, but it all appears to be at the issue level, not the project level. 

Isn't there a better way to view just the projects where I am assigned?

[Max Foerster - K15t]

Hi Rich,

how often do your projects change? It sounds a bit weird to me to be honest. Why not just build a dashboard for each project your owning in that sense? And then go through them every day and you have all information available that you could need. Are you using project categories already? That would be an easy way to quick filter projects in the project navigator.

Best,

Max

[Rich Gold]

Some can be pretty short-term, and I have quite a few going at once. It seems like a very manual process to create a new dashboard for each one, if all I want to do is quickly jump from one project to the next as I have back-to-back scrum sessions. 

I must be thinking about this wrong, it seems like the most basic view to me. I'm thinking at a project level and want to dive into each project individually and Jira seems to want everything to be a combined issue view for all projects. 

Perhaps I need to create a separate user for all non-admin work which will limit my view to only projects that I actually care about so I don't have to wade through all the rest. 

[laralg]

Well, what I would do for that it is to create a board with all my projects and divide the swimlanes by project. That way I have a whole view of everything going on and I can colapse, expand the ones that I care about.

Regards

[Rich Gold]

Thanks for the suggestion Lara, but as far as I can tell, the boards only allow you to pull in items at the issue level, which does include an issue types of projects, but not projects themselves. 

[laralg]

Hi!

How do you know which ones are your projects? In Jira by default when you log in you can see every project (unless you have modified the permissions scheme).

Jira only stores information in the issues, so the only way to see specific projects (or better said, issues related to said project) is creating filters where you define which are your projects.
Jira understands "your projects" as all you can see, if your permission scheme allows you to see everything, then it is hard to define in which ones you work.

Regards

[Rich Gold]

Within a project settings, there is a "people" screen where you can assign roles. I want to create a filter based on those role assignments. 

[Rich Gold]

Those roles may be from the Tempo plugin, so I'm wondering if I may not be able to use them in filters?

[laralg]

Hi Rich,

You should be able to use any role, even if it is add-on created, this query worked for me:

project in projectsWhereUserHasRole("Administrators")

Regards.