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.
Add a Jira agile instance
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.
Set PPM project as hybrid project
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.
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.
Synchronize agile data into PPM
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.