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1. Create a Group

1.1. Prerequisites

A user with administrator permissions, creates a new Group.

1.2. How to

To create an Group within the Budget Management for Jira, follow these steps:

1.2.1. From your admin section, on your left-hand side menu click on the (blue star) settings icon, this action will take you to the overview page.

1.2.2. On the left-hand side menu, click on Group, which will open the Group's panel list.

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1.2.3. Click on the Create a New Group button in the upper right corner; this action will open the panel to create a new Group.

image-20241202-125710.png

1.2.4. To create a new Group, make sure you fill in the mandatory fields and the necessary information.

Group refers to a specific division, department, or section within an organization that focuses on a particular function, project, or aspect of the business. It helps structure and organize an organization's activities and resources based on specific goals or functions.

1.2.5. Proceed by clicking on “Create” button.

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1.3. Constraints

When it comes to creating a Group, there are a few important considerations.

1.3.1. The Group Name field is mandatory and must be filled in to create a Group.
1.3.2. You cannot create a Group with a name that is already in use.
1.3.3. Creating a Group requires the necessary administrator permissions.

1.4. Issues that may arise

When you're attempting to Create a Group, there are a couple of potential issues that might come up.

1.4.1. Lack of administrator permissions will prevent Group creation.
1.4.2. Failing to complete required fields will result in an error message.
1.4.3. Using a duplicate name will prevent the Group from being created.


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