Group Editor

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You must have the JIRA System Administrators global permission to access Group Editor.

Choose: Cog → Projects → Project groups (sidebar)

The group editor consists of three columns. The left column contains a tree of project groups, the middle column contains a list of projects in the currently selected group, and the right column (Ungrouped projects) contains a list of projects that are not currently included in any group.

Creating a group

Import from project categories

In some cases, a good way to get start is to import project categories as groups. To do this on a fresh install, click “Import from categories” button in the groups area, or click the dots next to the Add Group button and select “Import from categories”. You can do this at any time, but be aware that importing categories will remove any existing groups (if any).

Creating a group manually

Create some groups by clicking the Add Group button. You can add a subgroup to an existing group by selecting the parent group in the creation modal. Or you can add a subgroup by clicking on the dots next to the group name and then selecting the Add subgroup option. You can create any number of groups with any nesting level. The only limitation is that groups on same level must have different names.

Project management

To add a project to a group, select the group and drag the project from the Ungrouped projects column to the middle one. Or you can drag the project from the Ungrouped projects or middle column directly to the desired group in the left column. The latter allows you to quickly move a project from one (selected) group to another.

In addition to the Group Editor, there are two more ways to associate a project with a group: using the project settings and using the Project Console.

To remove a project from a group, drag it to the Ungrouped Projects column.

The number badge next to the group name shows the number of projects currently in that group.

Editing a group

You can edit the group name or move it to another group by clicking on the dots next to the group name and then selecting the Edit group option. To move a group to the top level, click the cross icon on the right side of the parent group field, this will clear the field.

Deleting a group

To delete a group, click on the dots next to the group name and then select the Delete Group option. If the group to be deleted contains subgroups, they will also be deleted, i.e. you always delete the whole branch. All projects from deleted groups are moved to the Ungrouped Projects column.

Importing and exporting groups

You can export and then import all project group data in the YAML format.

All Project Groups app data is backed up during a standard Jira database backup. So if you’re moving data to another Jira instance, for example, you don’t need to do a YAML export.

To export data, click the dots next to the Add Group button and select Export to YAML. After that, a yaml format file will be downloaded, containing data on the structure of groups and linking projects to groups.

To import data, import AdminPermissionWarn from ’../../../components/AdminPermissionWarn’ click the dots next to the Add Group button and select Import from YAML.

Of course, since YAML is just text, you can create your own file from scratch. Sometimes this is the fastest way to create a group structure and link projects. Our YAML format is quite simple. Here’s an example:

YAML

projectGroups:
- name: Group 1
  projects: [PROJECTKEY1, PROJECTKEY2, PROJECTKEY3]
  subgroups: []
- name: Group 2
  projects: [PROJECTKEY4]
  subgroups:
- name: Subgroup 1
  projects: [PROJECTKEY5, PROJECTKEY6, PROJECTKEY7, PROJECTKEY8]
  subgroups: []
- name: Subgroup 2
  projects: [PROJECTKEY9, PROJECTKEY10]
  subgroups: []

Installation Group as a project setting