Integrate PPM tasks with Jira projects
The integration between PPM tasks and JIRA projects enables project managers, program managers, portfolio managers, or project stakeholders to view real-time status and progress of agile projects that are run in JIRA from within PPM projects.
This section details on how to set up and use the integration.
A JIRA agile instance is an environment where the JIRA connector conveys the data from JIRA to PPM.
What integrations does a Jira instance support?
When you add a JIRA instance, you can see several icons shown next to the instance name. They are indicative of what kind of integrations a JIRA instance can support.
|TS||The agile instance supports time sheet integration: you can import effort from JIRA to PPM time sheets.|
|WP||The agile instance supports work plan integration: you can link a JIRA project with a PPM work plan task.|
|PE||The agile instance supports portfolio epic integration: you can push a PPM portfolio epic to a JIRA project for execution.|
|RA||The agile instance supports request-agile entity integration: you can manage JIRA agile entities through managing mapped requests in PPM.|
Add a JIRA instance as an administrator
Note: PPM supports Jira 9.0 for the request-agile entity integration. If you want to use other integrations, use an earlier Jira version.
To add a Jira instance:
- From the PPM menu, select Open > Administration > Integrations.
- Navigate to the Enterprise Agile pane.
- In the Instances section, Atlassian JIRA line, click +.
Click the General tab and provide the required information as described in the table below:
- Click Save.
Click Test Connection to test the connection with the instance.
If a message appears stating that connection failed, click OK on the message, and then resolve the connection issue.
Only tasks in a hybrid project where only part of the project uses agile methodology can be linked to JIRA projects.
For details, see Set PPM project as hybrid project.
Link a PPM task with a JIRA project
When you link a PPM task with a JIRA project, the JIRA project becomes a sub-project of the PPM hybrid project.
To link a PPM task with a JIRA project as a project manager:
- Open the hybrid project work plan.
Open a target task.
Tasks that can be linked with a JIRA project must meet the following requirements:
- The task is a leaf task.
- The task is not a milestone.
- The task has no manually entered actuals. Tasks with actuals only synced from time sheets can be linked with a JIRA project.
- The task is not already linked to an RFC in Service Manager.
- If the project is already integrated with Microsoft Project using an MSP plug-in or MPP file, the work plan should be fully controlled by PPM (under PPM-controlled mode) if you want to map the project tasks to JIRA projects.
- In the Hybrid Project tab, click Start Mapping.
- In step 1, select a JIRA instance, and click Next.
In step 2: User Configuration, provide the following information to decide what to import to the linked task, and click Next.
Field (*Required) Description Username/ Password
Provide the authentication information you use to log on to Jira.
Depending on the integration settings, you will see either of the following fields, not both.
- Username / Password: The user name and password you use to log on to the Jira server.
PAT (Personal Access Token). The Personal Access Token you use to log on to Jira.
This option is available in 23.3 and later versions and appears only when your administrator selects the Users must use a PAT (Personal Access Token) instead of username/password on Work plan & Timesheet screens option. For details, see Work Plan Integration Options.
PAT (Personal Access Token) *Project Select a JIRA project to map. *Import Selection
Select what you want to import into PPM. Available options are:
- All project issues: imports issues that belong to the project.
- One Epic: imports issues of a specific epic.
- One Version: imports issues of a specific version.
- One Board: imports issues of a specific board (Scrum or Kanban board).
*Import Selection Details
It works together with the Import Selection field:
- If you select All project issues in Import Selection, this field displays the option All project issues.
- If you select One Epic in Import Selection, this field displays all the epics you have access to. Select an epic.
- If you select One Version in Import Selection, this filed displays all the versions you have access to. Select a version.
- If you select One Board in Import Selection, this filed displays all the boards you have access to. Select a board.
*Group Issues by
Group imported issues by:
- Sprint: all the imported issues are grouped by sprint, for example, PROJ Sprint 1 and PROJ Sprint 2.
- Status: all the imported issues are grouped by issue status, for example, In Progress, To Do, and Done.
- Epics: all the imported issues are grouped by epic name. Each epic name has a prefix [Epic] when imported to the PPM work plan, for example, [Epic] Re-branding.
Select which types of issues are imported
Select the type of issues to import. Epics and Stories are selected by default.
For example, if you select Stories, Tasks, and Features, only stories, tasks, and features are imported to the work plan.
Imported issues are prefixed with the issue types: [Epic], [Story], [Task], [Feature], and [Bug].
When an Epic is inserted as a summary task (for example when grouping issues by Epic), the work logged against the epic is entered in a new leaf task created under that Epic with the prefix [Work].
Note: If you select All project issues in the option Import Selection, it does not mean the issues of all types are imported. You still should use this option to select among all the issues linked with the project, which types of issues are imported.
Issues Progress and Effort *% Complete of Summary Tasks
What to base on when calculating % complete of summary tasks.
% Work Complete: PPM calculates % complete of a summary task based on the amount of work logged on each issue.
% complete of a summary task = [sum of (work logged on all imported issues)] / [sum of (work logged on all imported issues) + sum of (remaining work of all imported issues)]
% Story Points Done: PPM calculates % complete of a summary task based on the story points of each issue.
% complete of a summary task = [sum of (story points of imported Done issues)] / [sum of (story points of all imported issues)]
Whether or not the issue effort is imported to PPM as scheduled effort and how the effort is imported.
- Logged work: Work logged against the issues is imported to PPM as scheduled effort.
- Convert story points to effort: Story points of the issues are converted to hours by a ratio and then imported to PPM as scheduled effort and as actual effort if the issue is done.
- Do not sync effort: Issue effort is not imported to PPM as scheduled effort.
Number of Hours per Story Point If story points of issues are imported to PPM as scheduled effort (in hours), how many hours one story points is equal to. Task Options Include issues that do not belong to any group (Sprint/Status/Epic)
Some issues in the JIRA project do not belong to any sprint or epic or do not have status. If you select this option, you can import all these issues to the work plan.
- When you select to group imported issues by sprint, the belong-to-no-group issues are grouped under the summary tasks "Backlog".
- When you select to group imported issues by status, the belong-to-no-group issues are grouped under the summary tasks "No Status Defined".
- When you select to group imported issues by epic, the belong-to-no-group issues are grouped under the summary tasks "No Epic Defined".
Add one root task to ensure accurate % complete roll up to linked task
If you select this option, PPM creates a virtual root task (with the name Root Task) right under the linked task. Expand the root task to see all the imported issues grouped by sprint, status, or epic.
The virtual root task exists to make sure % complete values of all its underlying tasks (the imported issues) are rolled up to it (and to the linked task) correctly.
Insert Epic Milestones?
Whether or not the imported epics are added as milestones under the summary task "Epic Milestones".
- No milestone: the imported epics are not added as milestones.
- As major milestones: the imported epics are added as major milestones.
- As minor milestones: the imported epics are added as minor milestones.
Confirm the user configuration and click Submit.
The one-to-one mapping is established, and the mapping information is displayed under the PPM task.
The JIRA logo is added in front of the PPM task, indicating that it is linked to a JIRA project.
After the PPM task is linked with an agile project, you wait for the background service to synchronize the agile project work items (external tasks) into PPM. Alternatively, you can click the agile icon in the front of the linked task to trigger immediate running of the service.
The data control of external tasks depends on whether the project enables Time Management to track actuals.
When the project enables Time Management
|Schedule information of external data is controlled in agile and synched to PPM||
Schedule information of external data is controlled in agile and synched to PPM
For data mapping between PPM and agile, see Data mapping between JIRA and PPM
Actual information of external data is tracked in PPM using time sheets
Actual information of external data is tracked in PPM using time sheets.
Every time when the background service External Work Plan Sync runs, PPM checks whether there is time logged on the external tasks.
When the project does not enable Time Management
Both scheduled and actual information of external tasks are controlled in agile and synched to PPM by the background service External Work Plan Sync.
For task data mapping between agile and PPM, see the following table.
|Data in PPM||Data in JIRA|
Sprint, status, or epic name > issue name
|Schedule finish||Sprint's finish time|
|Actual start||Sprint's actual start|
|Actual finish||Sprint's actual finish time|
Logged work + remaining work
Unlink JIRA project from PPM task
Go to the Hybrid Project tab of the Task Details page for the linked task.
Next to the JIRA instance information, click Unlink.
A warning message pops up.
The link between the JIRA project and PPM task is cancelled immediately.