Admin Settings
Configuration Options
Access all global settings from any module's sidebar → Settings (bottom of sidebar).
General Settings
Controls app-wide preferences that apply across all modules.
| Setting | Options | Default | Effect |
|---|---|---|---|
| Time Display Unit | Jira default, Hours/Minutes, Hours, Days, Weeks, Months | Jira default | How time is displayed across the entire app |
| Enable Rough Planning | Sync with Jira / Manual booking mode | Sync. with Jira | Controls how capacity estimates are derived |
| Default Time Range | Current month, quarter, year, week, day, last 7 days | Current month | Pre-selected date range when opening any module |
| Timezone Mode | Jira timezone, User's timezone, My timezone | Jira timezone | How worklog timestamps are interpreted |
| First Day of Week | Sunday through Saturday | Monday | Day the week starts on in calendar and Day-view columns |
| Working Days | Checkboxes for each day | Mon–Fri | Days counted as working days in capacity calculations |
| Hours Per Day | Number input | 8 | Working hours per day, used in capacity and display |
Timezone Mode guidance:
- Use Jira timezone for teams in the same location
- Use User's timezone for distributed teams so each person's entries reflect their local time
Time Tracking Settings
Access from Settings → Time Tracking tab:
| Setting | Options | Default |
|---|---|---|
| Time Display Unit | Jira default, Hours/Minutes, Hours, Days | Jira default |
| Default Time Range | Current month, quarter, year, week, day, last 7 days | Current month |
| Timezone Mode | Jira timezone, User's timezone, My timezone | Jira timezone |
| First Day of Week | Sunday–Saturday | Monday |
| Working Days | Checkboxes | Mon–Fri |
| Hours Per Day | Number input | 8 |
Worklog Fields
Custom fields that appear in the Log Time form for capturing additional context.
Creating a Worklog Field:
- Settings → Worklog Fields → Add Field
- Configure:
- Field Name - label shown in the Log Time form
- Field Type - Text, Number, Select, or Checkbox
- Required - Yes/No (must-fill before saving a worklog)
- Options (for Select) - define dropdown values
Field Types:
| Type | Description | Example Use |
|---|---|---|
| Text | Single-line text input | Client PO number, activity description |
| Number | Numeric input only | Ticket/reference number |
| Select | Dropdown from defined options | Activity type (Development, Testing, Meeting) |
| Checkbox | True/False toggle | Billable / Non-billable flag |
Tips:
- Limit to 3–5 fields - too many fields slow down the logging experience
- Use Select for structured data; use Text for free-form reference codes
Time Categories
Classify worklogs by work type; appear as a dropdown in the Log Time form.
Creating a Time Category:
- Settings → Time Categories → Add Category
- Enter Category Name and optional Description → Save
Recommended Categories:
| Category | Use Case |
|---|---|
| Development | Feature work, bug fixes, coding |
| Code Review | PR reviews, pair reviews |
| Meetings | Stand-ups, retrospectives, planning |
| QA Testing | Test execution, test case writing |
| Documentation | Writing docs, wikis, runbooks |
| Support | Customer support tickets, incidents |
| Research | Spike work, investigation |
Using in Reports:
- Filter by Time Category in the Report Builder
- Group By → Time Category to see time totals per category
- Add sub-grouping (Time Category → Assignee) for per-person category breakdown
Portfolio Settings
Access from global Settings → Portfolio tab or from inside a portfolio → Settings gear.
| Tab | Setting | Description |
|---|---|---|
| Time & Units | Time Display Unit | How hours display in portfolio table |
| Calendar & working days | Bookings start date | Jira field mapped to Gantt bar start (e.g., Start date) |
| Calendar & working days | Bookings end date | Jira field mapped to Gantt bar end (e.g., Due date) |
| Calendar & working days | Hours per day | Used to convert story points/estimates to hours |
| Calendar & working days | Working days | Days counted as working days |
| Timezone & defaults | Timezone | How date/time is interpreted when reading from Jira |
Important: Gantt Chart bars will not render correctly until Bookings start date and Bookings end date are mapped to Jira fields that have values on your issues.