Project Setup
Projects
What project are you working on?
Projects belong to Customers and scope environments, Jira work, releases, deployments, evidence, and decisions.
Required metadata
Project
ActiveCRM Modernization
- Customer
- Acme Corp
- Purpose
- Modernize the core sales and service delivery system.
- Jira Project
- CRM
- Systems
- Salesforce, GitHub, Jira
- Environments
- Production, UAT
- Repositories
- Salesforce Core
- Releases
- Summer Release
- Open Risks
- 2
- Evidence Events
- 96
- Promotion Path
- Standard: Developer -> QA -> UAT -> Production
Project
BuildCPQ Rollout
- Customer
- Acme Corp
- Purpose
- Implement product, pricing, quote, contract, and order capabilities.
- Jira Project
- CPQ
- Systems
- Salesforce, GitHub
- Environments
- Developer Sandbox, CPQ Demo Org
- Repositories
- CPQ
- Releases
- Bug Fix 14
- Open Risks
- 3
- Evidence Events
- 74
- Promotion Path
- CPQ: Developer Sandbox -> CPQ Demo Org -> UAT -> Production
Project
TestingRevenue Cloud Upgrade
- Customer
- Acme Corp
- Purpose
- Upgrade revenue operations without losing deployment evidence.
- Jira Project
- RCA
- Systems
- Salesforce, Jira
- Environments
- Revenue Cloud Upgrade Org, UAT
- Repositories
- Revenue Cloud
- Releases
- Revenue Cloud Upgrade
- Open Risks
- 4
- Evidence Events
- 58
- Promotion Path
- Standard: Developer -> QA -> UAT -> Production
Project
RecommendedTraining Refresh
- Customer
- Acme Corp
- Purpose
- Refresh enablement environments before the demo program.
- Jira Project
- TRN
- Systems
- Salesforce, Slack
- Environments
- Training Sandbox
- Repositories
- Shared Components
- Releases
- Training Refresh
- Open Risks
- 2
- Evidence Events
- 31
- Promotion Path
- Training: Production -> Training