This article is outdated. Please use the Content menu on the left hand side of the screen.
Perspectives are a very broad topic to discuss. All columns which are displayed in Gantt's WBS panel depend on this configuration and this configuration depends on Custom Fields we define in Jira. This alone makes Perspectives a very complicated and rich tool.
Here we will cover basic information on this setting menu.
On the left side of our Gantt chart a small table with multiple fields, such as Status, Progress, Assignee, (etc.) can be seen. This is our Gantt's WBS (Waterfall view) panel. Each set of these columns is called a Perspective, and it can be thoroughly configured.
Creating And Customizing a Perspecitve
For every new Program created three default perspectives are available: Basic, Team and Time Tracking. These perspectives can be edited by user in the Perspectives menu. Some fields ha a grey color, and some are green. The distinction is quite simple - grey fields are the ones built into Jira by the default, and green ones are Custom Fields created by a user or by different Jira Apps.
If you want to create a new Perspective, follow these steps:
- Click the 'New Perspective' button.
- Enter the 'Perspective Name'.
- Drag and drop ‘Field Boxes’ you’d wish to see in your Gantt's WBS panel from Available fields section to Selected fields.
Now we can setup custom column description alignment and column width (also with a simple cursor moves). After pressing the Save button our new Perspective View is created and ready to use with our App.
It is easy to notice that each column (represented by a field-box in this menu) has a selection of icons and tools to select from. One of them is a ‘Choice Bubble’ in the upper left corner of a Field-Box. Whenever checked, a structure in Task Summary Navigator will be expandable in the Gantt's WBS column which it represents.
Some attributes allow users to select how column’s values are displayed. By clicking the ‘Gear/Cog Icon’ we are free to select from a range of different column values recalculation and display methods. They vary depending on a Field/Custom Field type they represent.
For some (not all) numeric attributes like ‘Time Tracking’, user can select whether progress is displayed as just a number or a number with its progress bar. By deselecting all values we can turn off aggregation for a given column. Typically, you can select MIN, MAX or SUM, and for Status also Children by status and Children by % (aggregation). Our application can only aggregate values of visible issues, which means that time can only be summed up, whenever Sub-Tasks of our Parent task are included in a filter of a Project within our Program. If this condition is not fulfilled and our Sub-Tasks are not visible (included in mentioned filter), then the summary will not take them into account during recalculation.
At this point it is worth mentioning that due to the nature of our app, the 'Type' column cannot be re-added once deleted. We can replace it of course with the 'Issue Type' field, though the native 'Type' field cannot be replaced, so please keep that in mind before deleting it.
Now let's imagine that we would like to group our tasks and see aggregated values for each Task. In this case we selected aggregation for two columns: 'Story Points' and to sum these Story Points for our Sprints and 'Status' to aggregate 'Children by status category'.
And the result looks as follows. Number of 'Story Points' is summarized per Program Sprint as well as the number of Children in each Sprint is displayed and aggregated per each status.
Last, but not least, with the ‘Position Tiles Icon’ we can move the position of column’s content: to the left, center or right. On the example above, we can se Keys and Summaries positioned to the left and Story Points along with Statuses positioned to the middle of each column.