Integrate with Jira

Last modified: November 6, 2024

Introduction

Jira integration in the Portfolio Management Tool allows you to link Jira projects to your portfolio. With this integration, you can assign Jira epics from those Jira projects to portfolio initiatives and track their progress.

Features

Limitations

  • Only Portfolio Managers from the same company as the portfolio can configure Jira integration and link Jira projects to a portfolio.
  • Only Portfolio Managers and Contributors from the same company as the portfolio can link Jira epics to initiatives.
  • Viewers or external members cannot use Jira integration functionality.
  • This integration is only one-sided. You can only display Jira information in the Portfolio Management tool and not vice versa.

Configuring Jira Integration

As a Portfolio Manager, you can integrate your portfolio with Jira. After configuring the Jira integration, you can link Jira projects to your portfolio and link Jira epics to portfolio initiatives. Note that each portfolio requires a separate Jira integration setup.

Prerequisites

  • You need to have the Portfolio Manager role for the portfolio.
  • You need to have an active subscription to Jira Software Cloud.
  • You need to have a user account and API token with access rights to the project in Jira. For more information on how to get this API token, see Manage API tokens for your Atlassian account.

Procedure

To connect your portfolio to Jira, follow these steps:

  1. In the Portfolio Management tool, open the portfolio you want to integrate with Jira.

  2. Go to the Portfolio Settings page.

  3. Go to the Integrations tab.

  4. In the Jira integration section, click Configure Jira Integration.

    The Jira integration wizard opens to guide you through the steps to set up the integration.

  5. Read the prerequisites and click Next.

  6. Enter the information in the following fields:

    • Jira Environment URL: This is the URL of your company’s environment within the Jira platform as provided by Jira. This URL usually looks like this: https://mycompany.atlassian.net.
    • Account: This is the login name (the email address) of a user on the Jira platform with project access rights.
    • API Token: This is a valid API token issued by the Jira platform and assigned to the above-mentioned account. For more information on how to get this API token, see Manage API tokens for your Atlassian account.

  7. Click Next.

  8. Select the Jira projects you want to link to your portfolio. You can link up to a maximum of 20 Jira projects per portfolio.

  9. Click Save.

Once the configuration is completed, your portfolio is connected to Jira, and you can see the following:

  • A card with the details of your Jira integration and the Edit Configuration button, which enables you to edit the current configuration of the integration.

  • A list with the Jira projects that are linked to this portfolio, which contains the folllowing items:

    • Project icon – This is the icon of the linked Jira project.
    • Name – This is the name of the linked Jira project.
    • Key – This is the key of the linked Jira project. Clicking it takes you to the Jira project page.
    • Unlink button (⨉) – Clicking ⨉ unlinks this Jira project from your portfolio.

Editing Jira Configuration

If you want to edit your existing Jira configuration, for example to rotate the API token, you can do this as follows:

  1. In the Portfolio Management tool, open the portfolio.

  2. Go to the Portfolio Settings page.

  3. Go to the Integrations tab.

  4. Click Edit Configuration.

  5. Make the changes and save.

Deleting Jira Configuration

To delete a configuration, do the following steps:

  1. In the Portfolio Management tool, open the portfolio.

  2. Go to the Portfolio Settings page.

  3. Go to the Integrations tab.

  4. Click the ellipsis icon (…).

  5. Select Delete. A confirmation box opens to confirm your action.

  6. Click Delete to confirm your action.

Once the integration with Jira has been completed, you can link Jira projects to your portfolio as follows:

  1. In the Portfolio Management tool, open the portfolio.
  2. Go to the Portfolio Settings page.
  3. Go to the Integrations tab.
  4. Click +Link Projects.
  5. In the pop-up dialog box, search for and select the Jira projects you want to link to your portfolio.
  6. Once your selection is complete, click Done.

The Jira projects that you linked appear on the Linked Projects list in the Jira Configuration section.

  1. In the Portfolio Management tool, open the portfolio.

  2. Go to the Portfolio Settings page.

  3. Go to the Integrations tab.

  4. For the Jira project that you want to unlink, click ⨉ at the end of the row. A confirmation box opens to confirm your action.

  5. Click Unlink to confirm your action.