With the Jira Connector, you can connect Jira with Meisterplan to compare the capacity planned in Jira vs. Meisterplan. In views such as the List, you can also get a quick overview of the deviation across your portfolio.
Task Connector
If you are using our Task Connector, see the article Comparing External Tool Effort in Different Views for details.
How You Can Compare Jira Effort and Allocations
You have different options for comparing Jira effort with the corresponding Meisterplan allocations: by color-coding a view, by applying a filter, or by adding one or more of three fields to a Meisterplan view such as the List.
System Fields
There are three system fields with data on connected tools such as Jira:
- Connected Tool: displays the name of the connected tool (e.g., Jira)
- Deviation Status Compared to Connected Tool: summarizes the status of the deviation, either within or outside the configured allocation threshold; learn more below;
- Missing Allocations Compared to Connected Tool: displays the the sum of missing allocations in Meisterplan (in days or hours, depending on the allocation unit currently selected in the Portfolio Designer, with FTE defaulting to days);
Example: In the screenshot above, "New UI" has 18.03 fewer days allocated in Meisterplan than in Jira and is outside the allocation threshold. "Recovery Test" has 7 fewer days than in Jira but is still within the allocation threshold. Learn here how to configure the deviation threshold.
You can configure the following views to display one or more of the three system fields:
- Portfolio Designer: Group by
- Portfolio Dashboard
- List
- Board:
- Display Columns/Swimlanes by
- Configure Board > Card Details
- Roadmap: Group by
- Project Details
- Project Overview
Color Schemes
You can select the field Deviation Status Compared to Connected Tool as a color scheme for a quick visual guide:
Example: In the screenshot above, the "New UI" project is red because its allocation deviation from the Jira effort is above the configured threshold. The other projects in green are within the allocation threshold.
You can color the following views according to deviation status:
- Portfolio Designer
- Team Planner
- Board
- Roadmap
Filters
You can use the fields Connected Tool and Deviation Status Compared to Connected Tool as filters:
Example: In the screenshot above, the Board view is filtered to only display projects from Jira instances that are outside the allocation threshold. The "New UI" project corresponds to these filters.
You can apply the fields as filters in the following views:
- Portfolio Designer
- Portfolio Dashboard
- List
- Board
- Roadmap
Configure the Deviation Threshold
Not every deviation is critical. Especially in larger projects, a difference of a few days may not matter and can change again when the project progresses. To focus only on relevant projects, you can configure the percentage of deviation so that only projects with a significant enough deviation will be defined as Outside Allocation Threshold in the above-mentioned fields, filters and color schemes.
In the left sidebar, click Integrations and select Jira Connector. In the toolbar, click Configure Threshold:
Meisterplan compares the remaining effort from Jira (or any other connected tool) with future allocations in Meisterplan for each resource or role on a project. When there are more allocations in Jira than in Meisterplan for at least one resource or role, the project is marked as Outside Allocation Threshold. When you configure the threshold, only deviations that are equal to or higher than the percentage will be marked as Outside Allocation Threshold in fields, filters, and color schemes.
Example: In the above screenshot, only deviations of 20 % or more are considered. For example, when the remaining effort for a resource estimated in Jira is 100 days and Meisterplan has 90 days allocated, the project will be categorized as Within Allocation Threshold, because the deviation is only 10%. When the estimation in Jira changes to 120 days, the project will be categorized as Outside Allocation Threshold, because the deviation is now 25%.
You can configure the threshold both under Integrations > Jira Connector and Integrations > Task Connector, but it is the same setting that applies to all connected tools including Jira.