Learn which project details from Jira will be displayed in Meisterplan, and which additional project editing functions are available, after linking a Meisterplan project to Jira. We'll let you know where it may be useful to get help from your organization's Jira expert.
- Tutorial Video
- Technical Requirements
- The Project Details
- Project Editing Functions
- Update Project Details from Jira
No time to read? In the video overview of Meisterplan for Jira, we also show the project details from Jira:
In order to be able to see Jira data for a Meisterplan project, the project must be linked to Jira. The projects that are created by importing from Jira are automatically linked to the Jira data selected during the import. You can also link Jira data to existing Meisterplan projects in the Information Panel.
To display information from Jira, you need a Jira user account that has the necessary access rights (configurable in Jira) for the Jira issues linked to this project. If you don't have a Jira user account, your internal Jira expert will be able to help you.
The Project Details
For Jira-linked Meisterplan projects, you can see at a glance when the work is projected to be completed and if the team is still on schedule. You can also see in detail which work items are part of the project, which are already done and for which there are sufficient resources allocated in Meisterplan.
To display this information, open the Information Panel by clicking the Jira icon in the right sidebar. Jira Details are only available in the Information Panel of the Portfolio Designer, not in the Information Panel of other views.
In the Portfolio Designer, select a project by clicking the project name or the project bar, and you can see the desired information in the Jira Details tab of the Information Panel:
Here you can immediately see if a project is on schedule or not:
The Scheduled Finish Date is the end date of this project in Meisterplan.
Below the date, you can see the resources allocated to this project between today and the scheduled finish date (in person days).
The Predicted Finish Date is the date on which the work of this project is expected to be completed. Meisterplan automatically calculates the date using the resource allocation and the estimated effort for the remaining work specified in Jira.
Below the date, you can see if the resource allocation is sufficient to complete the remaining work steps or not. Meisterplan also calculates the missing or surplus allocation amount (in person days).
If not all of the required allocation and estimation data is available, Meisterplan cannot calculate a predicted finish date. If this is the case, you can enable the calculation by doing the following:
No effort estimate in Jira
|"Specify effort in Jira to see date"||
Add effort estimates in Jira for the issues in the linked epic. Use the Jira field that is specified in Meisterplan.
No role or resource allocated
|"Allocate roles or resources to see date"|
No allocation as of today
|"Increase allocation as of today to see date"||
Increase your resource allocation as of today.
No allocation at the end of the project
|"Increase last allocation (currently 0) to see date"||
Increase the resource allocation in the last project segment.
Linked Jira Issues
In the middle section of the Information Panel, you can see which Jira issues are included in this project, which are already completed, and which are expected to be completed with the remaining resource allocation:
These Jira issues have already been completed by the team. All issues with the status category "Done" in Jira are displayed here. Various statuses can be assigned to this status category, which can be configured and named in Jira. For example, there may be a status called “Done”, which is not the same as the status category of the same name.
Issues within Resource Allocation
These Jira issues have not yet been completed, but are expected to be completed before the scheduled finish date considering a) the remaining resource allocation and b) the remaining estimated effort.
Issues outside Resource Allocation
These Jira issues have not yet been completed, and cannot be completed before the scheduled finish date considering a) the remaining resource allocation and b) the remaining estimated effort. Increase the allocation if these issues are to be implemented.
Project Editing Functions
Match Scheduled to Predicted Finish Date
If the scheduled and predicted project finish dates do not match, the Match Scheduled to Predicted Finish Date button appears below the project summary. If you click on it, Meisterplan will extend (or shorten) the project as well as all associated resource allocations so that all Jira issues can be completed.
For Meisterplan to calculate a predicted finish date and make this function available, the following prerequisites must be fulfilled:
- For the Jira issues not yet completed, an effort estimate must be entered in the specified field in Jira.
- Roles or resources must be allocated to the Meisterplan project.
- The remaining resource allocation as of today or at the end of the project must not be 0.
Allocate Roles and Resources
If no roles or resources have been allocated to the selected project, the Allocate Roles and Resources button appears below the project overview. If you click on it, a window opens in which you can select the required roles and resources and allocate them to the project.
Update Project Details from Jira
To get updated information from Jira, click More Actions in the Information Panel and then select Refresh.