Integrating 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 will 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
- From the PPM menu, select Open > Administration > Integrations.
- Navigate to the Enterprise Agile pane.
- In the Instances section, Atlassian JIRA line, click the add icon (+).
Provide the required information.
Specify a unique name for the instance.
The instance name should not exceed 50 characters. Do not contain such special characters as
URL of the JIRA server you want to integrate with PPM.
Format of the URL:
- Do not end the base URL with a slash.
If you have customized the JIRA server, make sure you include the port number in the URL as well:
Host name of the proxy if you have configured proxy for PPM Server to access the Internet.
Proxy Port Port of the proxy if you have configured proxy for PPM Server to access the Internet. Admin account information for portfolio epics/agile data sync/work plan sync
Username and password of the account used to retrieve agile data and portfolio epic from agile projects in JIRA
The account information decides which agile projects you can select in the Advanced tab.
Note: If you do not use portfolio epics or Agile Projects portlets for JIRA agile projects, you can just enter invalid account information.
Work Plan Integration Options Sync Story Points to For each imported issue, its story points is synchronized to the selected task user data field. Sync Epic Content Story Points to
For each imported issue, the sum of story points of its epic's contents is synchronized to the selected task user data field.
The sum does not include story points of sub-tasks or of the epic's contents that are not imported to the PPM work plan.
Use Admin Account to Map Work Plan Tasks
- Click Save.
Only tasks in a hybrid project where only part of the project is done using agile methodology can be linked to JIRA projects.
For details, see Setting PPM Project as Hybrid Project.
Linking 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 do so 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 either 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-one mapping relationship is established, with the mapping information displayed right away.
The linked task has the JIRA logo in the front of its name, indicating it is linked to a JIRA project.
Viewing JIRA Project Data from Within PPM
After a JIRA project is linked to a PPM task,
- You wait for the background service External Work Plan Sync to import the agile project's entities to the PPM project. These imported entities are listed under the linked task as leaf tasks.
You cannot edit the imported entities in the PPM project. However, their changes are synchronized from JIRA to PPM every time after the External Work Plan Sync service runs.
When one of the conditions occurs
External Work Plan Sync service would
Delete the mapping.
Skip synchronization on the mapping. Next time the service runs, it checks the state again.
The linked agile entity is deleted
Skip synchronization on the mapping and save the status.
Network connection issue or user authentication issue
Stop synchronization for all the mappings on the specific server and save the status.
The following table describes the one-one mapping of project process information between PPM and JIRA.
|Data in PPM||Data in JIRA|
Sprint, status, or epic name > issue name
|Schedule start||If issue's creation time is within the sprint period, it is issue's creation time. Otherwise, it is sprint's start time.|
|Schedule finish||Sprint's finish time|
|Actual start||Sprint's actual start|
|Actual finish||Sprint's actual finish time|
Logged work + remaining work
Unlinking 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.