Charter - Define your DevOps standard. Apply it everywhere

Charter is an Azure DevOps project collection-level administration extension for setting up and maintaining a standardized change process across projects and processes.

It provides a single settings hub where administrators can configure work item type behavior, environment checks, and service hook webhooks, then save and apply those settings consistently.

Why use Charter

• Centralize change process configuration in one extension page.
• Keep process-level and project-level settings aligned.
• Reduce manual setup in each project or environment.
• Export and import configuration as JSON for repeatable rollout.

Key features

1. Process configuration for work item types

• Select one or more Azure DevOps processes to target.
• Configure work item type UI layout with an editor for pages, sections, groups, and controls.
• Maintain work item states, including order, category, and color.
• Manage work item rules with conditions and actions, the same ones Azure DevOps offers.
• Support allowed value management for picklist-backed fields.
• Copy item type configurations across selected processes.

2. Project environments and checks

Select target projects, view and manage the environments and service connections per project, and choose exactly which ones should receive checks. Every check type is supported: Approvals, Branch control, Business Hours, Exclusive Lock, Invoke Azure Function, Invoke REST API, and Required template. Checks are applied consistently to the right resources and updated in place when possible.

3. Webhook subscription management

• Configure project-level webhooks for multiple event publishers.
• Select event types with dynamic filter inputs.
• Configure consumer inputs and delivery URL.
• Manage resource version behavior for subscriptions.
• Edit or delete the web hooks already configured in Azure DevOps.

4. See what changes before you apply

Before anything is written, Charter reads the current configuration and shows what will change, per process and project. Download the full list of changes as JSON, and a snapshot of the current configuration is downloaded when you confirm, so you can undo by uploading it.

5. Configuration portability

• Download the full settings model as JSON.
• Upload JSON to restore or migrate settings.
• Use JSON-based configuration for repeatable setup across organizations.

Extension surface

• Adds a collection administration hub page:
  • Charter - Project Collection Manager

Permissions and scope

Charter uses Azure DevOps scopes required to read and configure:

• Projects and project metadata
• Build and release related resources
• Environment checks
• Work item process configuration
• Service hook subscriptions

The extension is intended for collection/project administrators responsible for process governance.

Typical workflow

1. Open Charter - Project Collection Manager from collection administration.
2. Configure process settings (work item types, layout, states, and rules).
3. Configure project settings (environments, checks, and webhooks).
4. Save settings to apply changes.
5. Export JSON for backup, promotion, or reuse.

Pricing and licensing

Charter is licensed per Azure DevOps organization and starts with a 14-day free trial — no credit card required. See the Pricing tab for plans, and the end user license agreement for terms.

Billing is handled directly by Meridian, not through Microsoft.

Support and privacy

• Support policy — channels, hours, and response targets.
• Privacy policy — what data Charter handles and where it stays.