Posted by Jira offers two main project types: Team-Managed and Company-Managed. If your organization uses Jira team-managed projects and is ready to scale or requires more control, switching to company-managed projects may be the right decision. In this blog, I’ll walk you through the process of transitioning from team-managed Jira projects to company-managed Jira projects.
If you are not creating your project by yourself and don’t know what is the type of your project then you can check your project type at the bottom. Or watch here.
Why move to company-managed Jira projects?
Before starting the transition, let’s briefly explain why an organization might consider moving from team-managed Jira projects to company-managed Jira projects:
The ability of extension:
Company-managed projects are better suited for larger, more complex projects. They provide greater flexibility and control over project configuration.
Advanced customization:
Company-managed projects allow for extensive customization, including custom issue types, workflows, and field configurations.
Improved control:
With company-managed projects, admins have more control over project permissions and settings, making it easier to manage security and access.
Consistency:
For organizations that require standardized project management processes across the company, company-managed projects provide a centralized and consistent approach. Watch if you want to know more about the differences between team-managed and company-managed projects in Jira.
Now that you understand the benefits, let’s move on to the step-by-step guide to converting your Jira projects.
Step 1: Evaluate your current project
The first step is to evaluate the projects managed by your current team (team-managed projects). Define project structure, workflow, issue types, custom fields, and permissions. This assessment will help you plan your transition effectively.
Step 2: Create a transition plan
A well-thought-out plan is essential for a smooth transition. Create a detailed transition plan outlining the following:
Timeline:
Set clear deadlines and milestones for the transition.
Roles and responsibilities:
Determine who will be responsible for each aspect of the transition.
Communication strategy:
Develop a strategy to keep team members and stakeholders informed about upcoming changes.
Check and confirm:
Plan how you will test the new company-managed project to ensure it meets your requirements.
Step 3: Set up your company-managed projects
Create a new company-managed project in Jira. During this process, you’ll have the ability to customize various aspects of the project, including workflows, issue types, and field configurations. Make sure these settings fit your organization’s project management needs.
Step 4: Data migration and issues
Moving data from your team-managed project to a new company-managed project is an important step. You may need to use Jira’s built-in tools or third-party apps to move tickets, attachments, and comments. Ensure all data is migrated correctly and verify the integrity of your project. Here I will use Jira’s built-in functionality for migration.
- Find All the issues with the help of the Jira Search Functionality.
- Click on bulk changes.
- Choose “Move” Operation.
- Follow the further instructions.
Step 5: Adjust permissions
Review and adjust permissions for company-managed projects to meet your organization’s requirements. Make sure team members have the appropriate access levels and permissions to work on the project.
Step 6: User training and support
Provide training and support to your team members to help them adapt to the new project management environment.
Step 7: Follow up and repeat
Post-transition, closely monitor new projects managed by the company to identify any issues or areas requiring improvement. Iterate and refine your project configuration based on user feedback and changing project needs.
Conclusion
Moving from team-managed Jira projects to company-managed Jira projects can provide significant benefits to your organization, including improved control, scalability, and customization. correction. However, this requires careful planning and execution. By following the steps described in this blog. With the right approach, your organization can manage projects effectively and achieve better results with company-managed projects.