Server - Priority Scoring Calculator Installation Guide

Owned by Servicedesk
Last updated: Mar 07, 2022
9 min read

1. Getting Started

2. Enabling Browser third-party cookies

In order to use Priority Scoring Calculator, third-party cookies must be enabled. Please check your browser configuration.

For Microsoft Edge

  • Open Microsoft Edge, select Menu (3 dots icon on top right corner of the browser) > Settings > Site permissions > Cookies and site data.

  • Turn off "Block third-party cookies"

For Chrome

  • Open Chrome, select Menu (3 dots icon on top right corner of the browser) > Settings > Privacy and security > Cookies and other site data.

  • Turn on “Allow all cookies” OR "Block third-party cookies in Incognito"

For Safari

In the Safari app  on your Mac, choose Safari > Preferences, click Privacy, then do any of the following:

  • Turn off “Prevent cross-site tracking.”

  • Turn off “Block all cookies”

3. Authorizations and permissions required to use the plugin

By default, each user in the jira-administrators group can access to the plugin in the top toolbar of their Dashboard.

This default group configuration can be modified from the admin profile, on the Settings tab, in App Access Group.

Create issues project permission and  Browse users and groups permission are required to configure the plugin and edit values from the app page.

4. Installation and basic configuration

  • Connect on your Atlassian account and select the project you want to work on

  • Select the type of project you want and add it a Name and a Key

  • In the top toolbar of your Dashboard, click on the application link : © Priority Scoring Calculator

  • On the Settings tab, select an active project to start using the app

4. 1. Define the filter

  • In the top toolbar of your Dashboard, click Issues, then Search for issues

  • Define your filter by Project - Type - Status - etc…

  • Then Save as

  • Add a Filter Name, then Save

  • On your app, on the Issues tab, Select your favorite filter

For more information, please check this Atlassian Support Documentation : Save your search as a filter.

4. 2. Define the formula - configure Custom Fields

Please note that the definition of the formula is required to start scoring.

In order to use the default formula, custom fields must be created first in the app Settings tab.

4. 2. 1. Create Custom Field

  • On the Settings tab, in the Project Formula part, click Create Custom Field

  • Select the type : Number or List

  • If the type is Number : add the Name of the Custom Fields you want to use on your formula. You can use the Custom Fields of the default formula as well, add them using the same process.

  • If the type is List : add a Name and Values. The first field is the label displayed to end-user and the second one is the value for calculation. Add the values and Save changes

4. 2. 2. Edit Custom Field

Select the desired Custom Field List and modify it by adding a new value or deleting an old one.

4. 2. 3. Add Custom Field in the formula

  • In the list of Project Formula, select the custom field you want to use for the calculation and click Add Custom Field to integrate it into the formula field

  • To avoid an error message, please use a valid formula

4. 2. 4. Delete Custom Field

Please check this Atlassian Support Documentation : Edit or delete a custom field.

Please note that only the administrator profile can delete Custom Fields.

4. 2. 5. Example of formulas

("Business Value" + "Time Criticality" + "Risk or Opportunity") / "Job Size" = "WSJF"

(“Reach” * “Impact“ * “Confidence“) / “Effort“= “RICE”

Please note that the custom fields used into the formula will be the ones that appear in the table on the Issues tab.

("Impact" * "Confidence" * "Ease" ) = "ICE"

5. Scoring the Issue

5.1 Scoring from the App

5. 1. 1. Filter list

  • First create your filter(s).

  • Then, among all the filters created, select the filter you want to use for the display of the Issues

5. 1. 2. Issue types displayed

Select all of the Issue types or select only one to display from: Task - Sub-task - Story - Bug - Epic.

5. 1. 3. Number of entries displayed

  • Select the number of entries you want to display on one screen from: 10 - 25 - 50 - 100 entries.

  • Use the navigation pagination below the table to browse the results page.

  • Use the search bar to find the Issues in which your keyword is mentioned.

  • Please note that to be found, the word must be complete.

5. 1. 5. Set columns

  • Customize your table by clicking on the empty field of Set columns to see the list of possible columns to add.

  • Select the column (s) you want to add to your table.

  • Click on the cross to remove it.

5. 1. 6. Open an Issue

Click on the Issue displayed in the Issue Key column to display it completely in another window and modify it if necessary.

5. 1. 7. Update values

Please note that you can easily add and modify the values directly from the table by clicking on the value field.

5.2 Scoring from Issue screen

Please note that it’s also possible to populate Issue Custom Field from the Issue screen.

  • Go to Jira Administration, select Issues

  • In the left navigation bar select Screens

  • Select the project you want

  • Update all screens related to your project

  • Below the Field Tab add your Custom Fields according to the formula

  • Go to Issues - My open Issues or the Issue you want

  • Click Edit, edit the Issue by adding the values directly in the Custom Fields at the bottom of the list

  • Click Update

  • See the values recently added in the Issue itself

  • Modify the values directly in the Issue, the score will be calculated automatically

  • then, go back to your app and see the values added automatically in the table

For more information, please check this Atlassian Support Documentation : Configuring a custom field.

6. Formula configuration - Settings tab

6. 1. App access group

Please check the Authorizations-and-permissions-required-to-use-the-plugin part.

6. 2. Active filter

Please check how to define the filter.

6. 3. Active project

Among all your projects, select the one you want to work on.

6. 4. Formula scope

In this part, there are 2 possibilities:

  • Project Only : apply only one standard formula per project, without distinguishing by Issue Types

  • Project And Issue Types : apply this standard formula + apply a specific formula to an Issue Type.

6. 4. 1. Project Only

Please check the define the filter part.

6. 4. 2. Project And Issue Types

  • In the Project formula apply the standard formula

  • In Issue Type Formulas select an Issue type

  • Define a new formula

  • Then, click Apply to current Project

  • Then, go to Issues tab

  • Note that the table is different depending on the Issue Type chosen in connection with the 2 formulas applied

6. 5. Project formula

Please check how to define the formula.

6. 6. Apply to current project

Allows you to apply the formula to the active project.

6. 7. Apply to multiple project

This feature allows you viewing and scoring of multiple project issues on one screen only.

6. 7. 1. Using ‘Project Only’ with one formula

  • In Formula Scope select Project Only

  • First define the formula

  • Then click Apply to multiple projects

  • Enter your different projects in the Select projects field, enter the first three characters in lowercase.

  • Then Apply

  • Then modify the Active project to select the project you want to work on

Note that the formula will be the same in the different projects you selected before.

Project 1

Project 2

6. 7. 2. Using ‘Project And Issue Types’ with two different formulas

  • In Formula Scope select Project And Issue Types

  • Then configure Project Formula and Issue Type Formula

  • Then click Apply to multiple projects below Issue Type Formulas

  • Enter the different projects wanted in the Select projects field, enter the first three characters in lowercase.

  • Then Apply

  • Then modify the Active project to select the project you want to work on

Note that the formula will be the same in the different projects you selected before.

7. Display and sort issues

To be able to sort issues when editing from the plugin page, please check that Auto-update search results is set to ON in “Settings”, “System”, “General Configuration”.

 

7.1 On your board

You can use your favorite Kanban board to visualize and follow up the scoring of your issues in order to prioritize them.

Customize your filter to retrieve Issues where the scoring result is not empty and then order by the scoring result desk.

JQL example : PROJECT = BUD and WSJF is not EMPTY order by WSJF desc

7.2 In-app

Please note that the app sorting system is based on JQL. If you try to sort custom fields of type numbers with empty values in the list, this can lead to unexpected behavior.

We suggest to customize your filter to retrieve Issues where the scoring result is not empty and then order by the scoring result desk.

JQL example : PROJECT = BUD and WSJF is not EMPTY

8. Troubleshooting

8.1 Unknown error popup while opening the app

This error may be triggered because you are trying to access the app with a different URL than your instance Base Url. Please go to your admin General configuration and check your Base Url.

8.2 Error popup : Error: active project may not exist

This issus is thrown if you don’t have access rights to the active project, or this project was deleted.
To solve this issue, go to the Settings tab and search for another project you have access to.

8.3 Calculation is not working while scoring from the issue view

This behavior is generally caused by a SSL mis-configuration on the server. This affect webhooks calls which are in charge of updating results.

Please have a look on that documentation to investigate the issue :

https://confluence.atlassian.com/jirakb/configure-jira-server-to-run-behind-a-nginx-reverse-proxy-426115340.html

https://confluence.atlassian.com/kb/how-to-import-a-public-ssl-certificate-into-a-jvm-867025849.html

9. Need more help?

Please raise an issue in our Help Center in case of questions or to report a bug, we are here to support you.