Identifying Projects Using a Specific Item Type in Jama Connect®

Sathiya
Sathiya
  • Updated
Audience: Everyone

Products and Versions Covered: Jama Connect® 

Summary

Customers often need to determine which Jama Connect projects are using a specific item type, especially before modifying item type configuration.

This is important to:

  • Avoid unintended changes to active projects

  • Support standard process governance.

This article describes three practical approaches to identify item type usage across projects in Jama Connect.

Resolution

Approach 1: Use the All Projects Community Report (Recommended)

Description

The All Projects Report is a context-insensitive Velocity report available on the GitHub Community Reports. Add and configure the report in your instance. 

It generates an Excel file with two worksheets:

  • Worksheet 1 – All Projects: Project list in your Jama instance.

  • Worksheet 2 – Item Type Project Matrix: Item type usage matrix

The second worksheet provides a matrix view where:

  • Rows represent projects

  • Columns represent item types

  • “X” indicates actual usage

Considerations

  • An item type is considered used in a project only when at least one active item instance exists.

  • Project-level item type activation or empty sets are not considered usage.

Approach 2: Attempt to Delete the Item Type (UI-based Check)

Description

Jama Connect prevents deletion of an item type if it is currently being used in any project. When an administrator attempts to delete such an item type, the system displays a warning dialog listing all projects and sets where the item type exists.

This provides a built-in, quick way to identify usage.

Steps

  1. Navigate to Admin → Item Types.

  2. Select the target item type.

  3. Click Delete.

Behavior

  • If the item type is used, a warning dialog appears listing all projects where it exists.

  • If the item type is not used in any project, Jama allows deletion and shows a confirmation message.

Considerations

  • Requires Admin permissions

  • Not suitable for exporting results

Approach 3: Use Global Filters (Search Across All Projects)

Description

Jama Connect allows users to create a global filter that searches across All Projects for a specific item type. This returns a list of all items of that type across the instance.

From the result list, users can see which projects contain those items.

Steps

  1. Open Filters in Jama Connect.

  2. Set Select a project = All Projects.

  3. In Create rules, select the target Item Type.

  4. Run the filter.

Considerations

  • Permission-dependent (only shows projects the user can access)

  • Not summarized by project

  • Can return large result sets

Summary Comparison

Approach Best For Output Type Permissions
All Projects Report Governance & impact analysis Excel matrix Admin recommended
Delete Item Type Quick admin check UI dialog Admin only
Global Filter Inspect actual items Item list Permission-based

Conclusion

Jama Connect provides multiple ways to identify item type usage across projects. For quick checks, the UI-based delete method is sufficient. For detailed inspection, global filters are useful. For process governance and impact analysis, the All Projects Community Report is the recommended best practice.

Additional Resources 

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