Author: Amanda Jennewein
Updated: October 2024
Intended audience: Jama administrators can customize the default project list view, including mixed item types for new Jama users.
Summary: Here's a guide on how to set the default project list view with mixed item type settings.
What is Project List View with Mixed Item Types?
This is the view that users see when they select "List View," and there are multiple item types available, such as when selecting a component from the Explorer tree or a custom filter.
What is the Core Item Type?
This item type maps default fields across "Core" fields, which we can display across item types. You can access these settings in the Organization Admin view.
What Do Core Item Settings for Project List View with Mixed Item Types Do?
When a new user logs in to their Jama Instance for the first time and still needs to customize their Project List View using the Gear icon, they will see the initial default settings for the view. Think of this as the factory default settings.
How to Configure Default Project List View with Mixed Item Type Settings
- Log in as a Jama Administrator, then go to Admin > Item Types > Core > Project List View with Mixed Item Types.
- Add, remove, and order the fields from Visible Fields however you wish.
- To see the View in action, create a new user and log in to the Jama account.
- Go to a Project and click on any View, including Mixed Item Types, such as a Component with multiple item types.
- Note: the columns displayed will be what you selected in the Core Item Type > Project List View with Mixed Item Types.
- Note: Once a user configures their List View Fields with the Gear, that personalization overrides Admin > Item Types > Core > View settings for that user
- Note: the columns displayed will be what you selected in the Core Item Type > Project List View with Mixed Item Types.
- Add, remove, and order the fields from Visible Fields however you wish.
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