What are Perspectives in Jumptree?

In business-speak, Jumptree Perspectives enables users to completely change and use the terminologies and lexicon suitable for their industries and organizations.

In normal terms, it means you can change the text in Jumptree to anything you want.

Why you might need Jumptree Perspectives.

If you have teams from multiple countries, then allowing them to use Jumptree Project in their native language can improve clarity and help them be more productive.

Or if your organization has multiple departments, the terminology used in one group might be completely different from another (e.g. Cases vs. Tasks vs. Issues).

Traditionally, software vendors prepare themselves for other languages by implementing a globalization strategy with internationalization. But with this approach, you are limited to one translation per language.

Jumptree solves this problem by offering a concept called Perspectives—allowing multiple translations per language.

An Example: Multiple Departments

Suppose your company has 3 departments that use Jumptree to manage their projects—Sales, Software, and Human Resources.

And these departments each use a different term to describe their “projects.”

For example:

  • Software Department — uses the default Projects
  • Sales Department — calls their projects, Leads
  • HR Department — calls their projects, Positions

The default Jumptree Perspective will suit the Software Department’s needs…

Default Jumptree Navigation

So let’s take a look at how Jumptree Project can be customized to fit the Sales and HR department as well.

Perspectives Overview

Go to the overview page by selecting Admin » Application Settings » Manage Perspectives.

Jumptree Perspectives Overview

1. Languages — This panel displays the languages that are currently supported in the application. English (U.S.A.) is the default.

Jumptree offers virtually any language possible. Here is a partial list:

Perspectives - Language

2. Perspectives — The Perspectives panel displays all the perspectives that can be selected. The default perspective is Jumptree Project Management.

For our tutorial today, we’re going to create 2 additional perspectives, one for the sales department and another for HR.

Creating a New Perspective

Click the New Perspective button.

New Perspectives - Sales

1. Language — Choose the language for the perspective

Select: English-US

2. Perspectivee — Give your perspective an identifiable name

Enter: Jumptree Sales Management

3. Approved — Can your users select this perspective?

Check: Approved

Next, repeat the above steps but but enter: Jumptree HR Management for the Perspective.

New Perspectives - HR

When you’re done, the overview page will now list 3 perspectives.

Perspectives - Overview

Changing the Text

To change the text, first click on the Jumptree Sales Management link.

Select Projects

Jumptree categorizes default groups with the prefix JTG_ and all default keys start with the prefix JTK_.

So to change the word “Projects,” go to JTG_Projects and find JTK_Projects.

Perspectives - Projects Group

For the Sales team, we’re going to change the translation to Leads

Edit Projects to Leads

And for HR deparment, we are going to change it to Positions

Edit Projects to Positions

It’s that simple!

Once you’re done, users will be able to select the appropriate perspective for their department by going to their preferences page.

Preferences

So one Jumptree installation can readily support multiple departments in your organization.

And the results are…

Now let’s take a look at the navigation menu once more.

This is what the Sales Department will see:

Customized Sales Navigation

And this is what HR will see:

Customized HR Navigation

And just before we finish with this tutorial, below is a screenshot that one of our clients sent us.

They have teams around the world and so they translated Jumptree Project entirely into Chinese (Simplified) with our easy-to-use Perspectives capability.

Chinese (Simplified) Perspective