Insights Settings

The Settings tab allows you to manage certain Insights functionality through the following:

Jira Insights Settings

  • Requirement Fields: Pulls in all active Jira fields for Requirement objects (that integrate with a Jira instance.) This has no correlation to Portfolio Reporting.

Portfolio Settings

  • Portfolio Configuration: Create and configure your Portfolio Reports that you can view in the Report Gallery.

  • Jira Defect Custom Fields: Allows you to select your custom Jira Defect fields that you want to see in the Portfolio Details table of the Portfolio Overview report.

  • Jira Defect Status Mapping: Allows you to map Insights status values and associate chart colors to your Jira status values for continuity when viewing Portfolios.

  • Jira Defect Severity Mapping: Allows you to translate defect severity values defined in Jira to a set of standard severity values in Insights, making it easy to clean up multiple prioritization values that may exist in your Jira projects.