Pi Track: Installation and Configuration
Installation
Please follow the steps below to install Pi Track to your Jira Data Center instance:
Log into your instance of Jira as an admin.
Select the Settings drop down menu and select Manage apps.
Select Find new apps from the left side menu.
Once the screen loads, you can type Pi Track in the search bar to find the appropriate app version.
Select free trial to begin the trial or buy now to purchase a license for Pi Track.
Select accept and install in the modal that opens up to confirm the app installation.
Pi Track begins to download and you’ll be prompted to log into your MyAtlassian account.
Enter your credentials and select Generate license.
A license key will be generated, and select Apply license to get started with the app. If you're using an older version of UPM, you can copy and paste the license into your Jira instance.
You’re now all set to start using the app.
Configuration
Setting up Jira permissions
The plugin uses standard Jira time-tracking permissions, extended with custom permissions provided by Pi Track.
Permissions overview
Standard Jira permission
Custom permission provided by Pi Track
Permission that interferes with Pi Track and must not be granted
Permission | Type | Description |
|---|---|---|
Delete All Worklogs | Standard | Grants the virtual Time Log Reviewer permission. Time Log Reviewer is a virtual permission that enables the time log review workflow, including approving, rejecting, and deleting time logs. |
Delete Own Worklogs | Restricted | Must not be granted. Allows direct deletion of work logs and bypasses Pi Track workflow. |
Edit Billable Time | Custom | Allows editing billable time in time logs. Typically granted to project managers responsible for billability decisions. |
Log Unapproved Time | Custom | Allows creating, editing, and submitting time log drafts, and editing rejected time logs. Do not grant together with Delete Own Worklogs, Edit Own Worklogs, or Work On Issues. |
Log Unapproved Time for Others | Custom | Allows creating time log drafts and submitting them for approval on behalf of other users. |
View Billable Time | Custom | Allows viewing billable time values in time logs. |
Edit All Worklogs | Standard | Grants the virtual Time Log Reviewer permission. |
Edit Own Worklogs | Restricted | Must not be granted. Allows direct editing of work logs and bypasses Pi Track controls. |
Work On Issues | Restricted | Must not be granted. Allows direct creation of work logs in Jira. |
Recommended permissions setup
To ensure smooth Pi Track operation please setup the following permissions logic for all projects, which will utilize Pi Track timetracking logic.
Disable the following permissions for all roles:
Delete Own Worklogs
Edit Own Worklogs
Work On Issues
Enable Log Unapproved Time for all roles that are expected to log their own time.
Enable Log Unapproved Time for Others for roles that are allowed to log time on behalf of other users.
Enable the following permissions for roles responsible for time log review and management (typically Team Leads and Project Managers):
Delete All Worklogs
Edit Billable Time
View Billable Time
Edit All Worklogs
Disabling the built-in Work Log issue tab
The plugin adds its own Work Log tab, which is shown when the Log Unapproved Time permission is not configured for the project. If the steps below are not completed, some projects may display two Work Log tabs side by side.
To disable the built-in Jira Work Log tab:
Log in to your Jira instance.
Open Jira Administration (gear icon) and select Manage apps.
In the left panel, navigate to Atlassian Marketplace → Manage apps.
Set Filter visible apps to System.
Search for Issue Tab Panels Plugin.
Expand the plugin details and open the list of its modules.
Locate Work Log Tab Panel, hover over it, and click Disable.
Excel export customization
On plugin startup, the base Excel template is copied to<JIRA_HOME>/installed-plugins/dsr-timesheet-plugin/base-time-log-report.xlsx.
The template is initially blank. If the file already exists, it will not be overwritten.
To modify the template, a Jira administrator must disable the plugin, update the spreadsheet file, and then enable the plugin again.
When generating a report, the Excel renderer detects the first empty row in the template and starts populating the report data from that point.
Feel free to reach our team, if you need support or have suggestions!