Zymmr Documentation

website·Indexed 31 days ago

https://docs.zymmr.com/

Documentation for Zymmr, a project management tool for Agile teams. Includes guides on reporting with Velocity, Burndown, and Burnup charts, Gantt charts, and roadmaps; administration of workflows, custom fields, and leave management; and setup for SSO integrations via Google Workspace, Okta, Auth0, and Keycloak.

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What's inside Zymmr

  1. Overview of Zymmr Bitbucket Cloud Integration

    The Bitbucket integration connects Bitbucket Cloud repositories to Zymmr. This integration enables automatic linking of commits to work items and provides visibility into the development workflow through the following features:

    • Repository Linking: Connect Bitbucket repositories to Zymmr projects.
    • Commit Tracking: Automatically link commits to specific work items.
    • Pull Request Integration: Track the status and details of pull requests.
    • Workspace Management: Support for connecting multiple Bitbucket workspaces.
    • Real-time Updates: Synchronization powered by webhooks.
    • Work Item Visibility: View code changes directly within Zymmr work items.
  2. Overview of the Leave Calendar Dashboard

    The Leave Calendar, located within the personal profile, serves as the central hub for managing time off. It allows users to submit new leave requests, track the status of applications, and view history. Approved leave marks selected days as non-working days, which impacts resource and capacity planning. The dashboard table tracks the following details:

    • Application Date: Submission timestamp.
    • Leave Date: The requested date off.
    • Leave Type: Category (e.g., Sick Leave, Casual Leave).
    • Reason: The provided justification.
    • Status: Current state (PENDING, APPROVED, REJECTED, or CANCELLED).
    • Approver: The user reviewing the request.
    • Action: Options to manage the request (e.g., Cancel).
  3. Overview of the Zymmr Projects Dashboard

    The Projects page, located in Global Settings ⚙️, serves as the central dashboard for overseeing all projects. It allows users to filter projects by status (All, Active, or Archive), search for projects by name or key, and initiate the creation of new projects. The dashboard table provides key metadata including the project Name, unique Key (used for work item IDs), Type (e.g., Kanban, Scrum), Status, Project Lead, and planned Start/End dates.
  4. Overview of Expense Types in Zymmr

    Expense Types are standard categories used for tracking project costs. They are managed within Global Settings ⚙️ and populate the dropdown options available to users when adding expenses in the Project Costing module.
  5. Overview of Zymmr Project Attributes

    Project Attributes are custom labels or metadata (high-level tags) assigned to projects to categorize and organize them by characteristics such as technology platform, business domain, or application type. These attributes are predefined by a system administrator in global settings to ensure consistent categorization, which enables reliable cross-project filtering and reporting.
  6. Overview of the Resource Management Dashboard

    The Resource Management dashboard is an interactive, calendar-based grid used for capacity planning. It visualizes user workloads, including project assignments, absences, and non-working days. Users can toggle the view mode between 'hours' or 'percentage' of daily capacity to identify overallocation (values exceeding 100%).
  7. Overview of Zymmr User Tiers

    User Tiers are located in Global Settings ⚙️ and are used to standardize how resource costs are calculated across projects. By creating tiers based on roles or seniority (e.g., Junior Developer, Senior Analyst), administrators can assign a default cost to each tier. This provides a baseline cost for team members that can be automatically applied to projects while still allowing for project-specific overrides.
  8. Overview of Workflow Schemes

    Workflow Schemes are administrative tools located in Global Settings that act as a bridge between Work Item Types and Workflows. They allow different work item types (such as Bugs vs Stories) to follow different processes within the same project.
  9. Overview of Zymmr Priority Levels

    The Priority feature, located in Global Settings ⚙️, allows administrators to define levels of urgency for work items. Each priority level consists of a unique name and a color swatch, which provides a visual cue across boards, backlogs, and reports to help teams identify critical tasks.
  10. Overview of Work Item Events

    Work Item Events are configuration rules located in Global Settings ⚙️ that trigger a data entry modal when a specific, pre-defined work item field is modified within a designated project. This mechanism is used to enforce data completeness and maintain audit trails by ensuring critical information is captured immediately upon a specific change, rather than relying on general workflow transition forms.
  11. Overview of Zymmr User Management

    User Management is a core administrative function located in Global Settings ⚙️. It allows administrators with global administrative permissions to create and manage user accounts. The dashboard provides a paginated list of users with the following details: Name, Email, User Tier, Status, and Last Update.
  12. Overview of Zymmr Roadmaps

    Roadmaps in Zymmr provide a high-level, structured view of project timelines and tasks. They combine a detailed table format with a chronological, Gantt-like ordering of tasks based on start and end dates to visualize project milestones and dependencies.