Configure terminology

All major objects in Jira Align can be renamed to more closely match your processes, especially when working with external tools such as Jira, Team Foundation Server, or others. You can configure different terminology sets according to such frameworks as SAFe (Scaled Agile Framework), DAD (Disciplined Agile Delivery), and LeSS (Large-Scale Scrum), depending on what system your company uses. Or you can use the system default terminology.

You can configure general terminology used throughout the product, top menu terminology, date labels used for waterfall projects, release vehicle terminology, financial terminology, and terminology used on the person’s record page.

Important: If you’re using the Flexible Terminology feature in Jira Data Center, your Jira connector doesn’t sync platform terminology. You will need to update terms in each product separately.

To configure terminology:

1. Select the Settings gear in the top navigation bar.
2. On the left side of the page, select Platform Terminology under Settings.
3. From the Terminology Shown drop-down menu, select the terminology set you want to use.
4. Edit the fields you want to change, and then click Update Terminology.
   Note: When updating the Currency and Finance terminology, click Update Currency or Update Finance accordingly.
5. Under Customize Pyramid Display, select which areas to display in the pyramid.
   Note: To view the pyramid, go to the strategy room.
6. Click Update Pyramid.
   Important: You must sign out and sign back in to see the updates.

Note: The Description fields provided for object terminology are primarily for internal use, to communicate to other Jira Align admins and leaders how you intend to use the object. Some objects that have been selected to display on the Strategy Pyramid will also show the contents of their Description field on the pyramid. These items include:

• • Mission
  • Vision
  • Values
  • North Star
  • Long Term Goal
  • Long Term Strategy
  • Yearly Goal

To configure person record terminology:

1. Select the Settings gear in the top navigation bar.
2. On the left side of the page, select User Record Terminology under Settings.
3. Edit the fields you want to change, and then click Update Terminology.