Configure your Jira links to automatically import tracked time from Jira into Meisterplan. This keeps you up to date and lets you plan with the latest data.
- Required User Rights
- Prerequisites
- Configuring Actual Time Worked Import from Jira
- Importing Actual Time Worked from Plugins
Required User Rights
Under Manage > User Groups, your user group needs to have the following rights:
- To access the Jira link configuration, you need to have the Task Connector > Configure right under Integrations.
- To import actual time worked into Meisterplan, the Jira Link Owner needs to have the following rights in addition to the Task Connector > Configure right:
- Under Project & Resource Planning > Projects and Programs > Edit Project and Programs, at least the Mine option.
- Under Project & Resource Planning > Projects and Programs > Edit Project and Programs, the Access Actuals > Edit right.
- Under Integrations, the Import Data right.
Prerequisites
To import tracked time from Jira into Meisterplan, your Jira instance must be connected to Meisterplan via the Jira Connector.
You also need to know whether your teams track their time on issues (or work items) or additionally on subtasks in Jira so you can ensure all tracked time is imported into Meisterplan.
Jira Link Owner
You need to set a Jira Link Owner for your links to be able to configure the actual time worked import.
The user who created the Jira link is automatically set as Jira Link Owner. We recommend creating a dedicated user account in Meisterplan that has the required user rights. To set the dedicated user as Link Owner, log in to Meisterplan with the the Link Owner's user account and in the respective Jira link, click Assign Logged-In User as Link Owner.
Configuring Actual Time Worked Import from Jira
Under Integrations > Jira Connector, open a Jira Link and check the box or boxes under Import Actual Time Worked in the right-hand tile.
This activates the automatic import of tracked time from Jira into Meisterplan as actual time worked.
What Will Be Imported
When someone enters their time in Jira via the Jira Time Tracking feature, this will be imported into Meisterplan:
If the time was already imported, but the amount changed, the corresponding entry will be updated in Meisterplan.
This applies to all issues (work items, subtasks, and all child issues in epics or parent issues, but not the epic/parent issue itself) linked to a Meisterplan project via the Jira Connector. You can see the issues listed in the Information Panel under Task Insights.
In the Change Log, an entry will be created for each imported or updated actual time worked entry, under the name of the Jira Link Owner.
Importing Tracked Time from Subtasks
When you have checked the box Include Subtasks, tracked time from subtasks will also be imported and updated in Meisterplan.
When Will Tracked Time Be Imported
Tracked time from Jira will be regularly imported into Meisterplan every night, including both new and updated entries.
Updating Imported Actual Time Worked in Meisterplan
Actual time worked imported from Jira will be added to the connected project and can be viewed where actual time worked is displayed, e.g., in the project's details. You can edit the imported actual time worked in Meisterplan, but the values will be overwritten with the next import from Jira.
If the tracked time in Jira changes, the entry in Meisterplan will be updated with the next import.
When you deactivate the checkbox Import Tracked Time from Jira Work Items, the imported time will remain unchanged in Meisterplan. If you uncheck the box Include Subtasks, but keep the Import Time Tracked in Jira Issues box checked, imported time from subtasks will be deleted with the next import.
How Time Tracked in Jira Is Matched to Meisterplan Resources
When time is tracked in Jira, Meisterplan will try to match the tracked time to a resource in the Resource Pool. The is done according to the following logic:
- Meisterplan tries to match the person who tracked the time in Jira to a resource in the Resource Pool based on their email address. It is not relevant whether this resource is assigned to the linked project in Meisterplan or not.
- If the person cannot be matched to a Meisterplan resource, the entry will be ignored.
- If the booking entry does not have an assignee (for example, because the booking is made via a Jira plug-in), Meisterplan instead tries to match the assignee of the task or sub-task in Jira to a resource in the Resource Pool based on their email address. It is irrelevant whether or not the resource is assigned to the linked project in Meisterplan.
- If there is no assigned person in Jira, or if they cannot be assigned to a Meisterplan resource, the entry will be ignored.
- If you have checked the box Match Meisterplan Teams or Roles to [Jira field] in the Jira link, the time tracking will be imported under the name of the resource and the team if both the assignee and the team can be matched to their counterparts in Meisterplan (resources based on their email addresses, teams based on their names). For subtasks, the team responsible for the parent issue applies.
If the team in Jira cannot be matched to a Meisterplan team, the tracked time will be imported under the resource's name.
Importing Actual Time Worked from Plugins
If your teams track their time with a Jira plugin such as Tempo Timesheet, the tracked time will also be imported into Meisterplan. Importing tracked time into Meisterplan works exactly as described above, with one exception: depending on the plug-in used, option 1 may not be possible when matching assignees to Meisterplan resources.
In Tempo Timesheet, for example, Meisterplan matches the assignee of the Jira issue to a Meisterplan resource and adds the tracked time to this resource. If there is no assignee, or if they cannot be matched, the entry will be ignored.