Release date US: 2022/05/06
Release date AU/EU: 2022/05/07
Project Access in Categories
Organization admins can now manage a category’s visibility in one, many, or all projects.
Category Permission Visibility Types
- Unassigned AccessNot visible in any projects.
- Project Access
Visible in one or more defined projects.
- Global Access
Visible in all defined organization projects.
As projects are added to the organization, visibility is automatically applied. Note:
Newly added categories are “unassigned” by default, meaning they’re not visible in any projects.
Unassigned categories don't appear in your projects, including in these project views:
- List View
- Reading View
- Single Item View
- Manage Categories window
By default, users don't have access to categories that have just been added, allowing organization admins time to configure categories without disrupting or revealing them to the organization.
Organization admins can configure unassigned categories at any time. Here's how:
- Global Access: Enable to make the category visible to all projects.
- Manage Access: Configure the specific projects in which the category should be visible.
Global vs. Project Access
Global access allows all projects to access a category, while project access means a category will only be visible to specified projects.
The global access option can be enabled or disabled at any time with the Global access checkbox. When enabled, all active organization projects have visibility to that category. The Manage access option is disabled in this usage case because the category is set as being visible to all projects.
If the user disables global access, the category is then converted to a “Project access” category, and all projects will still have access to it. The user can then manage which projects should maintain access to the category.
Project access categories can only be seen and used in the projects specified by their organization admin; the organization admin can then choose to manage access and make any needed changes.
Manage Project Access
Project access can only be managed on one non-global category at a time. When the Manage access button is clicked, the Manage access window is displayed; this is where organization admins can hide or show any active projects in the organization.
Note: Access can only be edited on top-level parent categories; all child categories inherit the top-level (parent) access. This also affects all move, copy, and merge actions.
- Hidden projects are listed in the left panel
- Visible projects are listed in the right panel
- Projects are displayed with the project name, followed by the project key
- Projects can be moved from either pane
- Impact counts display the staged actions at the bottom of the window
- Clicking Save applies the staged access options to the selected category
- Access activities are posted and displayed in the Admin activity history
Note: If a category has been applied to items in a project, that project can no longer be removed from the Visible projects list. All applied categories must be unapplied from all items in the selected projects before removing the category from the project. This restriction also applies to all move, copy, and merge actions.
Managing access has an impact on cross-project use of categories. When a user who is working with a cross-project List View or Reading View selects Manage categories, the visible categories are limited to Global categories and categories that intersect with the selected projects.
- If a deleted item is restored, any associated categories aren't restored.
- If a project is archived and later restored, the categories aren't restored.
- When a user, in a cross-project List View or Reading View, selects Manage categories across the list, they will see only categories that are global and intersect with the current project.
- Improved language and updated instructions when adding notification emails to the System Health Report settings page.
- Updated inline alert to the new library component on the Categories admin page to match Jama Software design standards, providing more consistency to the application.
Updated highlight, hover, and selected colors to match Jama Software design standards, providing more consistency to the application.
- Added a new Go to item link as an option in the drop-down menu on the Reviews left sidebar, providing easier access to items in projects.
- Added clarifying icons to the Add moderator and Add participants buttons in the Reviews header.
- When a user comments on a review, the content of the comment is now maintained when switching from Reply to Resolve; the user no longer has to re-enter the content.
- Improved language for user messages when they can't publish a new review revision because the filter that was used to create the review has been deleted.
- IMPORTANT: The default view on the Reviews index page is now Table View instead of Grid View.
- Updated the navigation tabs, buttons, spinners, and other UI elements to newer components that match Jama Software design standards and provide consistency to the application.
- Adjusted the Reviews index page view preference (Grid or Table) to persist throughout the user's Jama Connect session.
- Updated the filters on the Reviews index page to keep selections throughout the user’s review session and to apply on initial selection from the drop-down menu.
- Expanded table column data and sort functionality in the reviews index table view. You can now sort by Review Status, Role, Revision, Moderators, End date, and My progress.
- The Reviews tab count now reflects the total and filtered counts for both “My” and “All” reviews simultaneously.
- Removed unnecessary back-end calls when review and count data are loaded, improving navigation performance on the reviews index page.
In the Test Center, when the unique ID of a test case is long, the full ID can now be viewed in a title tag when you hover over the ID link.
Items are no longer locked when they are edited in List View.
Review comments are now saved when a session is renewed or refreshed.
From the Jama Connect API, a locked parent item still allows sub-items to be edited.
In the Review Center table view, when you sort by project, the results are now sorted in alphabetical order.
When a review comment includes an @mention and is edited or deleted, the count is now updated to reflect that change.
Comments in private reviews are no longer visible to non-participants.
Related items in reviews are now visible after you publish a new revision.
Review activities now displays the correct designation of a new version compared to a new review.
The test cycle start and end dates are now visible in the Reading View of a review.
When moving your cursor over a review, images in the description are no longer downloaded from the server, causing performance issues.
The Calculated and Logic field appears in integer format instead of string format when you export it to Word, Excel, or PDF.