Settings Reference
Project Commander's settings live on the tab or screen where you use them — there is no single Settings page that holds everything. This reference lists every setting grouped by where you set it, what it does, and what changes downstream when you flip it. For how a tab behaves overall, see that tab's own guide.
Projects tab — Add / Edit project
Most of what shapes a project is set per project. Open the Projects tab and click + Add Project, or Edit on a row. On Add, a Project Key, Board ID, and JQL filter are required (no Board ID when the Sprint Mode box is unticked); on Edit only the key is required. Every setting a project has lives in ONE place, the project's own record, the one this form creates (since 2026-09-04). The gears on the Dashboard, Scope and What-If cards, the Sprints tab's capacity controls and this form all change that same record, so no two screens can hold two different values for one project; until then the gadget kept a second copy of every setting and the two drifted apart.
- Project Key (required) — the Jira project key, e.g.
DEMO. - Name (optional) — a display name; it defaults to the key when left blank.
- Board ID (required while Sprint Mode is ticked) — the Jira board the app reads sprints and backlog from. On Add it is found from the Project Key when you leave that field: with one board a note reads Board found: <board name>; with several the field becomes a dropdown of the boards by name; with none it stays a box to type the number in (placeholder
e.g. 134). It must be a number, and Jira must know the board, or Add refuses to save. With Sprint Mode unticked the field is replaced by a note saying no board is needed. - JQL filter — a Jira query (e.g.
project = "AUTH") that defines which issues belong to the project. Required on Add; clearable on Edit. It scopes the Dashboard, Scope, Alerts, Epics, and Trends tabs; it does not scope the Sprints tab or Auto-Level, which read everything on the board. - Target date — a date picker for the deadline the project is measured against. It is the Fixed date the Target Date card uses; whether the card uses it, or the latest issue due date instead, is chosen in the Date source radio behind the Target Date card's gear on the Dashboard (and the Target Date card on the Scope tab).
Estimation mode — the master switch
Story Points or Time (default Story Points). This is the master switch for the whole project: it controls which Jira field is read, every number, every unit label, and where capacity comes from.
- Story Points reads story points from the project's configured story-points field (see Story Points Field below); you set how much the team can take per sprint.
- Time reads Jira's time-tracking estimates (hours) — which of the two estimate fields counts as "remaining" is chosen by the Remaining Work setting below. Capacity works exactly as it does in a points project: the Sprint capacity field below is the capacity of every sprint left on the project's number, in hours or days. (Until 2026-09-01 a time project ignored that field and used a fixed six hours a day per person instead.)
What changes when you switch from Story Points to Time:
- Sprint headers relabel from "pts" to "hrs" (or "days"), and the numbers change entirely — a sprint at "40 pts" might read "320 hrs". Switching between story points and time clears the Sprint capacity field, because the two units cannot be converted into one another; type the new number and the sprint headers follow it.
- Issue rows show each issue's size in hours/days; the Remaining Estimate column becomes the meaningful one.
- On the Dashboard, the On Pace? and Delivery Forecast cards recompute on time; the forecast verdict can flip because the demand is now measured in hours against a Sprint capacity you have retyped in hours. Progress usually stays similar (both sides scale together).
- The Scope tab's demand-vs-capacity chart changes its Y-axis to Hours/Days and redraws its capacity blocks in the new unit. Which capacity it draws is set behind the Delivery Forecast card's gear on that same tab, not on the chart.
- What-If runs on hours; the sliders still work the same (they are percentages).
- Auto-Level sizes issues in hours, so packing can shift an issue or two between sprints.
- The Missing-Estimates alert flips field: it flags issues without story points in Story Points mode, and issues without time estimates in Time mode. The Done-with-Remaining-Work alert mainly surfaces in Time mode.
- Dependencies do not change — they are about sprint order and blocker status, not estimates.
Story Points Field
Appears only when estimation mode is Story Points. Jira sites store story points in different custom fields: team-managed projects use "Story point estimate" (the app's default), while company-managed projects use a separate "Story Points" field whose internal number varies per site. If the app reads the wrong one, every issue looks unestimated and demand reads zero. This dropdown picks the field the app reads story points from — and writes them to, for inline edits — for this project.
- Default — Story point estimate — the standard field of team-managed projects. Existing projects keep this unless changed.
- Detected candidates — when the form opens, the app looks up every story-points-like numeric field on the site and shows each with how many issues hold a value in it (e.g. Story Points — 214 issues with values). On Add, when the default field holds no values and exactly one other field does, that field is pre-selected automatically; an explicit or stored choice is never overridden, and Edit never changes a stored value by itself.
- Custom field number… — type a Jira custom-field number directly for sites whose points live somewhere unusual.
If the configured field misses estimates that another story-points field holds, the Dashboard and Alerts tab show a notice with the evidence (which field, how many issues) and a button to this form. The notice appears at most once per session and can be dismissed.
Time unit
Appears only when estimation mode is Time. Hours or Days (default Hours). Days simply divides every hours figure by 8 for display (an 8-hour day); the underlying data never changes. "Scope +96 hrs" reads "Scope +12 days".
Remaining Work
Appears only when estimation mode is Time (in Story Points mode the choice would change nothing). Picks the ONE way every screen — and the delivery forecast engine — counts unfinished work (ruling 2026-07-15):
- Committed size (full until Done) — the default. An unfinished task counts at its full committed size (its original estimate, falling back to the remaining estimate when no original exists) until it is marked Done. Logging time against a task never shrinks the number: you are on the hook for the whole task until it's finished.
- Live estimate (after logged time) — an unfinished task counts at Jira's live remaining estimate, which shrinks as time is logged (and can be adjusted by hand in Jira).
Whichever you pick applies everywhere at once: the Dashboard Progress card's "remaining", every Delivery forecast card's "Remaining" line, the Scope tab's Burned & Remaining card, demand-vs-capacity figures, the weekly digest, and the forecast simulation itself — so the same remaining number appears on every surface, and switching the setting moves them all together. On the committed basis the forecast is slightly more conservative (logged time on unfinished tasks doesn't shorten the work); on the live basis it credits logged progress. Burned % and Remaining % always sum to 100 either way.
Sprint mode
A checkbox at the bottom of the form, on by default. On: the app reads sprints and the backlog from the board. Off: a flat list of the issues the JQL filter finds, with no sprints and no board needed; the Velocity Lookback field is renamed Throughput Lookback. Sprint capacity and Sprint length stay, renamed Capacity (per period) and Period Length — a project without sprints still plans in periods, and until 2026-09-01 those two fields vanished while the Scope chart and the Epics budget went on using the stored number anyway.
What turning Sprint mode off does:
- The Sprints tab is replaced by a tab named Tasks, and the What-If tab's Sprint view is not offered; velocity tracking and scope change since a sprint started stop (they need sprints).
- The Dashboard and forecast still work, but on issue due dates instead of sprint boundaries. The Delivery Forecast card's Capacity model list reads Capacity per period (the project's own number, applied to each period), Effective team capacity, Team capacity and Throughput (work finished per week, from the date each issue was finished, over the look-back window — added 2026-09-13), and the card opens on Team capacity. Velocity drops out — it counts work completed per sprint — and Throughput takes its place. The form's Velocity Lookback field reads Throughput Lookback and counts periods. Since 2026-09-01 the project's own number is offered here, so a project with nobody on the Team & Capacity tab still gets a forecast; before that it got none.
- Alerts and the Epics tab keep working.
Sprint capacity
A number, default 40, labelled Sprint Capacity (pts/sprint) (or hrs/sprint / days/sprint in Time mode). With Sprint mode off the field reads Capacity and pts/period (or hrs/period / days/period), and the number is the capacity of each planning period. The capacity of every sprint that has not been given a number of its own — the same meaning in both kinds of project since 2026-09-01. A time project used to ignore this field and use a fixed six hours a day per person instead; that rate is gone, along with the separate Capacity limit setting it came from. Changing the project's unit converts the number: hours to days divides by eight, days to hours multiplies by eight, and a line under the field says what it became. Switching between story points and time clears it, because the two cannot be converted into one another. On this form a field left blank or set to 0 is saved as 40. Raising it turns over-capacity sprints green, lets Auto-Level pack more per sprint (fewer overflow sprints), and can improve the Delivery Forecast. There is no separate per-user number on this form — per-person limits come from the Team & Capacity tab.
Hours per story point
A number, default 4, shown only when Estimation Mode is Time. Some issues carry a story-point estimate and no time estimate; to show those on a screen measured in time, the app multiplies the points by this number. Until 2026-09-01 it appeared in no field at all and was two different numbers at once — 4 on the Can We Deliver row, the Scope tab's Demand vs Capacity chart and the Epics budget, 8 on the Critical Chain demand model and the schedule behind it. It is one number now, and everything reads it. A 0 saved through Edit is honoured: story-point-estimated work then counts as no time at all.
Sprint length
Weeks, 1 to 4, default 2. With Sprint mode off the field reads Period Length and says how long one planning period is — what the Capacity number above is worth, what the Delivery Forecast card steps through, and what the Demand vs Capacity chart on the Scope tab draws one block per. Dates newly created sprints and feeds Auto-Level's overflow sprints. Velocity is normalised to a weekly rate, so lengthening sprints lowers the apparent weekly rate (same work over more weeks) and pushes the projected date later. The Sprint capacity number does not auto-scale with length — adjust it yourself if you change length.
Velocity lookback
Any whole number from 1 to 10 recent closed sprints, default 5, typed into the Use last … sprints box, averaged for velocity and Effective team capacity figures. The same setting is written from two other places: the Use last … sprints box behind the Delivery Forecast card's gear on the Dashboard, Scope and What-If tabs (shown only while the card's Capacity model is Velocity, or Throughput without sprints), and the Lookback dropdown (Last 3 / 5 / 8 / 10 sprints) under the Velocity button on the Sprints tab toolbar. With Sprint Mode off the form's field reads Throughput Lookback and counts periods. Fewer sprints make the average more reactive (one unusual sprint counts for more) and widen the What-If simulation's spread.
Settings dialog (the gear)
The gear at the top-right of the tab bar opens the Project Commander Settings dialog, saved with the Save Configuration button at its foot. Everything in it except The Alerts tab section is saved on the project selected at the top right, like the settings on the Add / Edit Project form, so two projects can differ. The Alerts tab section is saved for you alone, as you click. A line under the heading names that project — Settings for IBTF — IBT F6 Time sprints. Everything below but the Alerts section is saved on this project. — because the project picker sits behind the dialog; with no project selected it says so instead.
When the save goes through, Saved! appears beside the button and the dialog closes. When the store or the Jira account refuses it, the dialog stays open, what was typed stays as typed, nothing on the tab bar changes, and a red line beside the button reads The settings could not be saved and nothing was changed. Try again. The line stays until the next save.
- Tab visibility — four checkboxes, all ticked by default, show or hide optional tabs: Epics, What-If tab, Actions, and Risks. Visibility only; no calculation changes.
- Advanced tabs — six further tabs (Command, Trends, Report, and PI Planning, Governance and Scale under a More dropdown) are hidden by default and are not in the gear dialog at all. Shift-clicking the Project Commander logo in the header shows them, and shift-clicking again hides them; the choice is saved. Hiding them while you are standing on one returns you to the Dashboard.
- Read-only Mode — a checkbox (off by default) that hides every write control across the app: drag-drop, start/complete/create/delete sprint, sync due dates, sprint date and name editing, locking, and capacity editing. Auto-Level still previews as a dry run, but Accept is blocked. All viewing, analytics, charts, and What-If sliders keep working.
- Display Columns — which columns appear in the sprint issue tables. The chosen columns show as tags with an × to remove each, above a dropdown reading N columns selected. The default set is Key, Summary, Assignee and the points column. Each column is listed under the heading it draws in the issue tables, so the points column is listed as Points in a points project and Time (hrs) or Time (days) in a time project; typing Jira's own wording ("story points") still finds it (2026-09-06). About 20 standard columns are offered (Type, Key, Summary, Assignee, Reporter, Priority, Status, Story Points, Original/Remaining Estimate, Time Spent, Sprint, Start/Due Date, Epic, Epic Link, Parent, Subtasks, Linked Issues, Labels); type 2+ characters to search any Jira field and add it, or add a free-text custom column. Display only. The tags, and the issue tables, keep the order the columns were chosen in: a column added goes to the end, and the saved order comes back exactly after a save and after a reload.
- The Alerts tab — which of the Alerts tab's checks to run and in what order (a tick per check, drag to reorder, Turn every check on, Put them back in their usual order), How it reads (The order you put them in or Most found first), What to include (which sprints, and Include backlog), What your columns mean (what each board status counts as), and Your own checks (a named check written in Jira's search language). A check turned off leaves the Alerts tab and every count that reads it: the number beside the tab, the tab's own heading, the Dashboard's Alerts row and the Projects table. These answers are yours alone and are saved as you click, with no Save to press.
- AI Features — an AI Provider dropdown (None (AI off) by default, Anthropic (Claude), OpenAI (ChatGPT), Google (Gemini)). With None chosen a line says AI features are off. Once a provider is chosen, an API key field appears, named for the provider (Anthropic API Key, OpenAI API Key or Google API Key) with a Show / Hide button (in the app inside Jira the key is stored in the app's encrypted Atlassian Forge storage, used only when an AI feature runs), and a Model picker that is required — it reads Select a model… and saving without one shows an error. Available models: Anthropic — Claude Fable 5, Claude Opus 4.8, Claude Sonnet 4.6, Claude Haiku 4.5; OpenAI — GPT-5.5, GPT-5.4, GPT-5.4 Mini, GPT-4o Mini; Google — Gemini 3.5 Flash, Gemini 2.5 Pro, Gemini 2.5 Flash, Gemini 2.5 Flash Lite. With a provider configured, the What-If tab's analysis box, the Chain Analysis box in the Critical Chain section of the Projects tab and Auto-Level's AI Review can be used, and the Ask panel gains three things: it can work out what a question is asking when the plain words do not settle it, it words the answer in a paragraph, and its Write an update I can send on button writes a short update from an answer's figures. It never uses the AI to produce a figure, and it answers with no provider configured at all.
Directly below the Provider dropdown a blue notice shows whether or not AI is switched on. Its first paragraph says that once an API key is saved, sprint data (issue summaries, assignee names, sprint names and story points) is sent to the chosen provider, that nothing is sent without a key, and links to the privacy policy. Its second names the three addresses the app is permitted to reach outside Atlassian - api.anthropic.com, api.openai.com and generativelanguage.googleapis.com - and explains that Atlassian lists all three whether or not the feature is used - on the screen Jira shows while the app is being installed, and in Atlassian Administration under Connected apps - because an app declares what it is permitted to reach up front rather than when it reaches it. The app contacts one of them only once a provider is chosen here and your own key is saved.
Below the Model picker, once a provider is chosen, sits Hide people's names from the AI (off by default). With it on, everyone on the team is sent as "Person A", "Person B" and so on. Every number still goes - who has how much work, and who is over capacity - so the answer is just as useful, and the real names come back into the answer you read. The list of who is who is never sent, so the AI provider cannot work it out.
Each model is given its own room to answer. The models that think before they answer, or that simply write more, are given more of it: Claude Fable 5 and Opus 4.8, every GPT-5, and every Gemini but Flash Lite. Before 11 September 2026 every model of a provider shared one allowance, and three of the twelve ran out of it and answered half way - Claude Opus 4.8, the Gemini Flash models and GPT-5.5.
- Start over — a red Start over (remove all app data) button at the bottom of the dialog (added 2026-09-04; absent in demo mode). It opens a confirmation that names exactly what goes for this account — the registered projects, the people and capacity typed on the Team & Capacity tab, risks, actions, baselines, alert dismissals, saved card settings and the settings in this dialog — and what does not: nothing in Jira changes (issues, sprints, boards and Jira settings stay). On Remove everything the app removes its stored data, together with the copies of each project this person's browser kept for reading only what changed, and reopens on the setup screen. It is the one supported way to reset the app, and the first step of the fresh-install walk the release checks run.
Dashboard tab
- Include backlog — a checkbox at the top-left of the Dashboard (in sprint mode), off by default. Unchecked, the dashboard counts only sprint issues plus done issues; checked, it adds everything matching the project's JQL filter. Turning it on raises remaining-work totals and can lower the Progress percentage. It is ONE setting of the project: the same box at the top of the Scope tab, the Include backlog box on the What-If tab, the Include backlog issues box in the Auto-Level menu on the Sprints tab and the one on the Timeline tab all show and change this same value.
- On Pace? card (gear) — an Include — All Done, not only planned checkbox, and a Pace measure radio with three options: Auto (recommended) (the default), Timeline-based, and Schedule-based.
- Delivery Forecast card (gear) — three controls, all shared project settings (plus the Use last … sprints box described under Velocity lookback, shown while the Capacity model is Velocity or Throughput): the same controls appear on the Scope and What-If forecast cards, and changing one anywhere updates all three.
- Capacity model — with sprints on: Each sprint's own setting, Effective team capacity, Team capacity, Velocity. With sprints off: Capacity per period, Effective team capacity, Team capacity and Throughput — Velocity drops out, because it counts work completed per sprint, and Throughput (work finished per week from each issue's finish date) takes its place.
- Demand model — Ignore dependencies, Respect dependencies, Critical Chain only, Resequence work. (When Critical Chain only is chosen, the Capacity model control is replaced by a note that Critical Chain ignores team capacity, and the Scope-growth control is hidden.)
- Scope growth method — a checkbox that turns it on, plus an Average / Manual dropdown; Manual reveals a per-week growth-rate number. Off by default.
- Target Date card (gear) — a Date source radio: Latest issue due date (the default) or Fixed date: with a date box beside it (the box can be used only while Fixed date is chosen; clicking it chooses Fixed date). A date typed in the Target Date field of the Projects tab's Add / Edit Project form is this same fixed date.
- Progress card — display only: the percent complete plus "done" and "remaining" totals; it shows an over-delivered note (capped at 100%) if scope shrank below completed work.
- The Delivery Forecast grid below the cards is a display, not a setting: it lays out every Capacity model (rows) against every Demand model (columns) so you can compare every pairing's finish date at once. Clicking a cell just sets the two dropdowns above to that pairing.
- Delivery Forecast detail — the See detail below link on the forecast card opens a breakdown table whose rows carry radio buttons; choosing one sets which projection source the forecast date is read from. It is remembered with the project.
- Ask — a speech-bubble button in the tab bar at the top right, right of the project selector and left of Guide, on every tab. It opens a panel answering questions from the app's own figures (see the Ask Panel Guide). It is shown whether or not an AI provider is configured, because the figures do not come from one. It is in the app inside Jira, including on a Jira dashboard; it is not shown in the connected web app, demo mode, or before a project is registered.
Sprints tab
- Capacity source — the control inside each sprint card's Team section on the Sprints tab, with three choices: Sprint Capacity (the project's number from Projects → Edit, or a number typed for this sprint by clicking the figure beside it), Team capacity (everyone marked active on the Team & Capacity tab who has a share of this project, added up, with a number typed for one person in the table below replacing what that tab works out for them), or Effective team capacity (N%) (the same sum reduced by the team's measured efficiency — finished work divided by committed work averaged over closed sprints; the live percentage shows in the option, and it appears only when a closed sprint gives a usable reading). Each sprint's choice is independent, and changing it clears any number typed for that sprint.
- A person's capacity for one sprint — type a number into that member's capacity cell in the sprint's member table to set their capacity for that sprint alone; right-click the cell to clear it and go back to what the Team & Capacity tab works out for them. On Team capacity the sprint's own figure is the sum of these, so editing one moves the sprint's capacity and its badge.
- Locks — a per-issue lock pins the issue during Auto-Level (its size still counts against the sprint, but it never moves) and blocks dragging; a per-sprint lock freezes the whole sprint (nothing moves in or out, and it rejects drops). Auto-Level only rearranges unlocked issues in unlocked sprints.
- Sprint dates — each sprint's start and end dates are editable inline. Sync due dates pushes the sprint's end date onto the due date of every issue in that sprint (a lock does not exempt an issue from this sync).
- Closed sprints — a dropdown on the Sprints toolbar reading Closed Sprints: Hidden (the default), Closed Sprints: Last 5, Closed Sprints: Last 20 or Closed Sprints: All, which sets how much sprint history is loaded and shown alongside the open sprints (in date order). Remembered with the project.
- Auto-Level — click Auto-Level (or the ▼ beside it) on the Sprints toolbar to open its menu; choosing a strategy enters a dry-run mode that changes nothing in Jira until Accept:
- Strategy — Priority (highest priority first), Size (smallest first), Due Date (soonest due first), or Balanced (spreads work evenly, placing large issues into the sprint where each fits best). All four respect dependencies (a blocker lands no later than what it blocks), keep locked issues and sprints in place, honour per-sprint limits, and place a single oversized issue (bigger than a sprint) into its own holding area to decide where it goes.
- Horizon — Next sprint, Next 2 sprints, Next 3 sprints, or All sprints. Saved with the project.
- Include backlog issues — a checkbox that makes backlog work count in the figures Auto-Level reads; Auto-Level never moves a backlog issue into a sprint. It is the project's Include backlog setting, so ticking it here also ticks Include backlog on the Dashboard and every other tab.
- Compare All — runs Priority, Size, Due Date, and Balanced at once and shows them side by side with delivery forecasts.
- After a run: Undo changes (revert but stay in the mode), Accept (save the moves to Jira), AI Review (only when AI is configured), and Exit (revert and leave). Auto-Level is available to everyone — it is not a premium-gated feature.
- Scope change — a figure in each started sprint's header, Scope change +N pts, for the work added since the sprint started (red when work was added, green when it went down, — before the sprint starts). Display only, not a setting.
Team & Capacity tab
This is where the team is set up. It is where Team capacity and Effective team capacity come from — two of the three choices in the Capacity source control inside each sprint card's Team section on the Sprints tab — and it works the same way in both kinds of project. The third choice, the project's Sprint capacity number on Projects → Edit, also applies in both.
- Team members — each row carries a capacity for the period chosen above the table (for example Hrs/Wk or Pts/Sprint), a Util %, time-off and holiday deductions, a net capacity, the remaining capacity, demand, an issue count and a status badge. Members are picked up automatically when you assign issues to them, or added with + Add member, which asks for a name and suggests the project's people as you type. A person added this way has no capacity until one is typed, and starts at the project's default utilization, 100%. The last column is Remove — it deletes the member after a confirmation, which offers an optional, off-by-default tick box to also unassign their open issues in Jira. Capacity is stored per ISO week; Populate weeks bulk-fills a span at the member's current rate.
- Time off — click days on the calendar to mark it (a plain click selects one day, Ctrl+click toggles a day, Shift+click selects a range), then set the hours-per-day (Full Day (8h), Half Day (4h), 2 hours or 1 hour) and an optional reason; it reduces that person's available capacity.
- Company holidays — add a date with a name and an optional Yearly (repeats-yearly) flag; holidays reduce everyone's capacity for sprints that span them. There are no built-in US/UK preset lists.
- Status badges — a member reads OVERCOMMITTED above 115% of capacity, OPTIMAL from 90%, AVAILABLE from 60%, UNDERLOADED below that, and a neutral dash when they have neither capacity nor work.
Scope tab
- Delivery Forecast card — the same shared Capacity model, Demand model, and Scope growth method controls as the Dashboard's card (changing them here changes them everywhere).
- Include backlog — the same project setting as the Dashboard's box, drawn at the top of the Scope tab (in sprint mode).
- Confidence band — a Confidence band: dropdown in the chart controls, shown while the forecast line is on: Off (the default), Historical variability, or Monte Carlo (P10–P85). It is not saved: it returns to Off when the tab is opened again.
- Start Date card (gear) — a Date source radio that anchors the timeline's left edge: Fixed (reveals a date picker), Earliest start, Earliest due, or Earliest sprint start.
- Target Date card (gear) — a Date source radio: Fixed (reveals a date picker), Latest due, or Latest sprint end.
What-If tab
The What-If tab is a sandbox: its sliders are scenario inputs that reset when you leave, not saved settings — but its forecast card carries the same shared settings as the Dashboard.
- What-If / Simulation toggle — switches each sub-view between the deterministic What-If sliders and a Monte Carlo Simulation.
- Sub-view toggle — Sprint, Project, or All Projects, shown only when more than one is available (Sprint needs sprint mode and sprints; All Projects needs more than one project).
- Sliders (What-If mode) — Velocity, Issues estimation, Scope, and Capacity, each a −50% … +50% swing from the current plan, with a Reset all to baseline button. The slider positions are transient — they return to baseline when you leave the tab.
- Uncertainty ranges (Simulation mode) — each of the four variables becomes a low–high range instead of a single value.
- Checkboxes — the Sprint and Project sub-views both carry Cascade overflow, Include backlog, and Breakdown by user on their controls row; the All Projects sub-view has its own Include backlog box. Include backlog is the project's one setting, the same as the Dashboard's.
- Forecast card (gear) — in the Sprint and Project sub-views this is the same shared card as the Dashboard (Capacity model, Demand model, Scope growth all shared). In the All Projects sub-view only the Demand model is shared; the Capacity model and Scope-growth override there are local to that view.
Risks tab
The Risks tab is optional — it is shown by the Risks checkbox in the gear dialog. It carries two saved settings of its own, in a small preferences bar across the top of the tab (not in the gear):
- AI risk suggestions — on by default. When off, the suggestions under AI Generated are not worked out and the section is not shown. The suggestions are worked out by rules from the project's own figures; no AI provider is asked, whether one is set up or not.
- Auto-close risks when all mitigation actions complete — off by default. When on, a risk closes by itself the moment its last linked action is marked done, with no prompt.
The tab's other controls — the source, status, scope, and strategy filters and the sort dropdown — are view filters that reset when the app reloads, not saved settings.
Other tabs
These tabs have no saved settings of their own — their only setting is the show/hide checkbox in the gear dialog. Any filters or sorting on them are view controls that reset when the app reloads.
- Actions — shown or hidden by the Actions checkbox in the gear dialog. Its status, scope, originator, and assignee filters, its sort, and its group collapsing all reset on reload. It does follow the Risks tab's Auto-close setting, since completing an action can close its risk.
- Epics — shown or hidden by the Epics tab-visibility checkbox in the gear dialog; the JQL filter and estimation mode drive its numbers. Visibility only.
- Trends — a historical-trend tab driven by the JQL filter, estimation mode, time unit, and Include backlog; it is one of the advanced tabs, hidden by default and shown by shift-clicking the logo. Not affected by capacity settings.
Reference — capacity precedence
When several capacity sources could apply to a sprint, the app resolves them in order; the first one that is set wins.
Per sprint:
- a number typed on the sprint card for that sprint, else
- Effective team capacity (if selected), else
- Team capacity (if selected), else
- the project's Sprint capacity, default 40 — the same flat number for every sprint however many people are on it and however long it runs.
Per person, per sprint:
- a number typed in that member's cell, else
- the member's own configured capacity from the Team & Capacity tab.
A person's row is never a share of the sprint's own number, on any source. Effective team capacity is offered whenever a closed sprint gives a usable efficiency reading.
Reference — which settings drive which features
- Estimation mode and Time unit touch nearly everything: sprint headers, all four Dashboard cards, the Scope chart axes, What-If, Auto-Level sizing, velocity units, the Missing-Estimates alert, and the units of each sprint's Scope change figure. They do not change dependencies.
- Sprint capacity, each sprint's Capacity source, the numbers typed for one person in one sprint, and the team setup all feed the resolved capacity used by sprint headers, Auto-Level bin sizes, the Delivery Forecast, and the Scope capacity line.
- Sprint mode decides whether the Sprints tab or a Tasks tab is shown, and gates velocity, scope change since a sprint started, and the What-If tab's Sprint view. It renames Sprint capacity to Capacity, Sprint length to Period length and Velocity Lookback to Throughput Lookback rather than hiding them.
- Velocity lookback and Sprint length feed velocity, the projected completion date, Effective team capacity, and (for length) new-sprint dating.
- Include backlog and the JQL filter decide which issues are in scope for the Dashboard, Scope, Alerts, Epics, and Trends — but never the Sprints tab. Auto-Level brings backlog issues into its leveling only while Include backlog is ticked.
- Display Columns, the tab-visibility checkboxes, Read-only Mode, and the AI provider affect what you see or what you can change, not the underlying numbers. The Alerts tab choices in the gear change which checks are counted, and so the alert counts, but no forecast or capacity figure.