Send To JIRA

The "Send To JIRA" process allows you to push information to JIRA from Microsoft Project. To use this function, select the tasks from the project plan that you wish to push to JIRA. You can select any number of tasks that you want to have sent to JIRA or you can select to have all the tasks in the project plan sent.

Note, any task marked with JIRAIGNORE as the issue ID will be excluded and skipped by this process.

  • Create new tasks in JIRA that are current unlinked - This option will cause The Connector to create a new issue in JIRA if the issue ID field in MS Project is blank (unlinked). 
  • Automatically update slave issues if JIRA task is associated  - If the Slave Issue configuration is enabled and the task has a Slave Issue ID set, the slave issue will be updated along with the primary issue.
  • Do not include tasks marked as 100% complete - If Microsoft Project indicates that the task is 100% complete, it will be skipped during the processing of updating the issue in JIRA.
  • Auto resolve parent / child issues based on indentation - The Connector will attempt to determine the parent / child relationship of new tasks that are about to be created based on the indentation levels that are currently defined in Microsoft Project. By default, The Connector does not require that issues and subtasks be organized in any specific way in Microsoft Project. You only need to have the parent issue ID correctly set.

If you have new issues in your plan that are not associated with JIRA issues, and you have the "Automatically create JIRA issues if the task is not linked" option checked, the Send To JIRA function will try to create a new issue.

It will use the default project that set up during the initialization process. The project ID can be overridden using the issue editor to pick a different project other than the default.

If you have configured a default priority and issue type / subtask type in the Customize options, these values will automatically be populated for blank values. If you do not have this option configure, you will be prompted for missing data. You must supply all of the missing data before you can continue with the "Send To JIRA" process.

JIRA

You can use the navigation bar on the right side panel to perform the following actions:
- Goto Issue - This will take to JIRA so you can view the full issue before you perform the operation
- Compare With JIRA - This option will compare the values that are currently in Microsoft Project with the values that are currently in JIRA.
- Issue Editor - This will open the selected task in the issue editor so you can make any necessary changes to the issue before you perform the operation

Search

The search option allows you to specify an issue ID. Enter the value into the textbox and press the "Find Issue" button. The Connector will location that issue in your list of issues on the left side of the screen.

Statistics

The Statistics panel will show you some overal statistics on the issues you are about to send to JIRA. It will give you a total count and the number of new issues that will be created.

Fields Included

This section gives you a quick glance the the fields you have selected for inclusion during the process. If the field is not selected and not included in this list, it will be ignored during any update process and the original values will be left intact.

This dialog also provides a context menu on the task list. Right clicking on the grid will display this context menu. It will give you access to the same options you have on the side panel. This also provides a "Customize View" option. Selecting this option will open a dialog where you can select the fields you wish to include in your view. You can select from any of the available standard fields and custom fields that are configured.

When you are ready to send the information to JIRA, click the "Continue >" button in the lower right corner. The Connector will begin sending your selected tasks to JIRA and updating the values in JIRA. You will be presented with a list of each of the issues as they are updated and any corresponding error messages.

Once the process has completed, you will see a summary of the total number of issues that have been created, successfully updated and failed along with the detail of the process below.

NOTE: If you have the "Stop on first failure" option enabed, this process will halt as soon as the first error occurs. If this option is not enabled, the error will be logged and the process will continue to the next task.