Changing the Project Scope

If you are the Project Owner, you can change the Jira filter or structure you are using to define the project scope. This is especially useful if you’ve imported the wrong one.

When you change the project scope, you are only switching the Jira filter, structure, Jira project selection, or Jira epic selection.

• You retain any groupings you created to define the project. 

• If the new scope you select includes any of the same issues, they are automatically grouped as they were originally. 

You can also switch between scopes.

Change the Project Scope

1. Select Change Scope from the Scope drop-down located at the top-right.

   

2. Select how you want to import issues from Jira:

   1. Jira Filter - Use this option when you want to use a JQL query to curate the issues to track. You can select a preexisting Jira filter or create a new one.

   2. Structure - Use this option when you have created a structure with the issues you want to track.

   3. Jira Projects - Use this option when you want to track all the work done in specific Jira projects. You can select multiple Jira projects; however, Financial Manager can report on up to 10,000 issues.

   4. Epics - Use this option when you want to track specific Jira epics.

3. Search or select items, select them from the list, and click Apply.
   If you selected a Jira Filter, your favorite filters appear at the top of the list in alphabetical order. All other filters are ordered alphabetically. 

The list displays only the Jira filters, structures, Jira projects, and Jira epics you can access.