Requesting and Creating Projects

Project record created, by requesting party (typically service owner or solution architect or whoever is championing the project)

• ITS Portfolio, new Project Record

  • https://its-pro.ucsd.edu/projects/PR/issues, “create”

• Includes the charter information

Project is reviewed and prioritized

• If resources outside of requesting team are required, confirmation of availability from other managers and subsequent updates to the roadmap and resource allocations

Create ITS-PRO (Jira) space

• Request from SNOW Service Portal - Information Technology

• Project space request approved by PPMO Director, and automation creates the new Jira space

• Apply standard objects

  • Project settings, bulk copy issues, select appropriate standard object list

Create Confluence (Collab) space

• Request from SNOW Service Portal - Information Technology

  • Spaces, create a space, blank space, enter name, default permissions, additional options: enter project key, create space

• Apply standard project templates

  • https://ucsdcollab.atlassian.net/wiki/spaces/PPMOSI , copy, select new space, parent (home), include children, next, copy

  • Delete parent page, don’t include nested items

• Ensure sufficient basic permissions

  • space settings, space permissions

    • users: add requester and SO (if different)

    • groups: add ITS ALL

Add ITS-PRO (Jira) space/project to a Structure

• On the Project settings > Details page in Jira select the Project Category (= Structure) in which you would like the space/project to appear.