Best Practices

Jama Connect Tips: How to Find Information Quickly and Seamlessly

Jama Connect captures real-time feedback and decisions to give you visibility into every stage of the product development cycle, from benchmarking and monitoring team progress to enabling stronger collaboration between stakeholders.

You have a wealth of information available to you in Jama Connect, but it’s only helpful if you can find what you need when you need it. Here are three tips for finding data quickly and easily.

Search Bar

OK, you probably thought of using the search bar, but you may not be using it to its full potential.

When you search for a term like “hardware,” Jama Connect’s robust search functionality will pull up every item containing that keyword, including Word, PDF, and text attachments. Your search isn’t restricted to items with the word “hardware” in the title or description; Jama Connect will show you every item that contains the word “hardware” anywhere. This powerful functionality tends to be underused.

You can also limit your search to a specific field, like the item name, just by adding a colon to your search. “Name: Hardware” will locate all items with the word “hardware” in the document name.

Say you’re looking for something more specific, like a client’s name. If there’s only one result for your search term, Jama Connect will automatically open a window taking you to that item, so you can hit the ground running.

Note: For the next two tips, we’re assuming a certain level of familiarity with Jama. For a more granular guide to these features, start with the Jama Connect User Guide or get your questions answered in the Jama Support Community.

Find Me 

Jama Connect’s Find Me feature allows you to locate the item you’re working on within the project structure, represented by the Explorer Tree. At any moment, you can get a comprehensive, integrated view of the project and see how each item fits in. The Find Me feature keeps you from missing the forest for the trees by putting the holistic vision for the project top-of-mind. At the same time, Find Me helps you orient each task you’re working on in relation to the project as a whole.

Trace View

Trace View offers live traceability within the product development cycle, showing you upstream and downstream items, missing relationships and item details in the context of relationships.

To access Trace View, select it from Projects. The items you selected in List View will appear in the Source column, with related items downstream from the source to the right and related items upstream from the source on the left. From there, you can use the blue arrows at either side of your screen to toggle upstream or down.

You can also apply filters to Trace View to see items by type — like subsystem requirement, verification or design description.

Additionally, Jama Connect lets you save a Trace View and bookmark it on your homepage for easy access. You can save multiple views to facilitate working on or managing items in different capacities.

Finally, you can export saved Trace Views as CSV files or share them with team members by copying and sharing the URL. (Note that Trace Views cannot be made public, so the best way to give every team member who needs to see a specific upstream or downstream view is to send them the URL.)

For a deeper dive into maximizing Jama Connect, check out the Ask Jama webinar, or explore the Jama Connect User Guide, which is full of tools to plan and track progress and performance.