# Getting Started

This guide walks you through installing Hiera, completing your first configuration, and taking a quick tour of all available views.

## Installation

1. Visit the [Hiera listing on Atlassian Marketplace](https://marketplace.atlassian.com/apps/1914332338).
2. Click **Get it now** and select the Jira Cloud site where you want to install the app.
3. Confirm the permissions. Hiera is built on Atlassian Forge, so all data processing happens within the Atlassian infrastructure.
4. Once installed, navigate to any Jira project and open the **Hiera** panel from the project sidebar or the Apps menu.

## First Configuration

After installation, two steps are required before Hiera can display your data:

### 1. Hierarchy Configuration

Hiera needs to know how your issue types relate to each other. By default, it uses the hierarchy **Initiative > Epic > Story**, but you can customize this per project.

* Open Hiera in a project and click the **Hierarchy** button in the toolbar.
* Add, remove, or reorder issue types to match your project structure.
* Click **Save** to store the configuration.

See [Hierarchy Setup](/hiera-docs/admin-and-configuration/hierarchy-setup.md) for full details.

### 2. Field Mapping

Hiera maps standard and custom fields for dates, teams, risk, and more. It auto-detects common field names, but you may need to adjust mappings manually.

* Click the **Fields** button in the toolbar.
* Verify or set mappings for: Start Date, End Date, Area, Team, Risk, Impact, and Story Points.
* Click **Save**.

See [Field Mapping](/hiera-docs/admin-and-configuration/field-mapping.md) for full details.

## Quick Tour of Views

Hiera provides eight views, each designed for a different planning perspective. Switch between them using the view selector in the toolbar.

| View                  | Purpose                                                                                               |
| --------------------- | ----------------------------------------------------------------------------------------------------- |
| **Timeline**          | Gantt chart with hierarchical tree, drag-and-drop scheduling, dependency overlays, and export options |
| **Dependencies**      | Interactive dependency map with pan/zoom, conflict detection, and grouping options                    |
| **Risk Matrix**       | 3x3 grid plotting issues by Risk and Impact, with KPI summary cards                                   |
| **Table View**        | Flat table of all issues for scanning fields and bulk review                                          |
| **Capacity**          | Heatmap showing assignee/team load over time, highlighting overallocation                             |
| **Workload Planning** | Cross-project planning matrix for hours allocation, plan vs. actual tracking                          |
| **OKR View**          | Tree view of objectives with automatic completion rollup and health indicators                        |
| **Portfolio**         | Card grid of top-level items with status, health, and child counts                                    |

Each view respects toolbar filters (text search, status, assignee, area, team, quarter, labels, risk-only). Select a view and start exploring your project data.


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