Learn how to link Meisterplan projects to Jira to see the Jira issues involved and the predicted finish date. We'll let you know where it may be useful to get help from your organization's Jira expert.
- Watch how to Link Projects
- Technical Requirements
- Linking a Project to Jira
- Remove a Link
- Change a Link
No time to read? We also show how to link projects, in the video overview of Meisterplan for Jira:
To link a project with Jira, your Meisterplan user account must have the following rights:
- Import and Export
- Edit Rights for the desired scenario or Edit Plan of Record
- Add Projects and Programs
- The Meisterplan project you will link must belong to the current portfolio
To link projects to Jira, at least one Jira Link must have been added to your Meisterplan system. Learn how to add Jira Links in the Manage Jira Links article.
To access Jira data, you need a Jira user account. If you don't have a Jira account, please check with your internal Jira expert.
You can import data from Jira next-gen projects, but not using the epic list as described in step 3a. Instead, use JQL queries (see step 3b) with "parent" instead of "epic".
Find out how to test Meisterplan for Jira without risking live data in the Testing Meisterplan for Jira article.
Linking a Project to Jira
The following are the steps to link Meisterplan projects to Jira in the Portfolio Designer:
Step 1: Select a project by clicking on the project name in the list or on the project bar in the Gantt chart.
Step 2: If the sidebar on the right side of the screen is not visible, open it by clicking on the blue round button on the top right of the screen:
Step 3: In the sidebar, click the Link Project button:
Step 4: Select the Jira instance ("Jira Link") that contains the Jira issues you want to link to this project and click Next:
You may get prompted to authorize access to Jira and log in to your Jira account. Learn more about this in the Jira Authorization and Login article.
If the desired Jira instance is missing from the list, you can link a new instance by clicking Add New Jira Link.
If you don't have a Jira account or if you are unsure which Jira instance to choose, just ask your organization's Jira expert.
In the following dialog, you are selecting the Jira data to be linked to the Meisterplan project. You can choose whether to select from a list of Jira epics or to enter a JQL query. To switch between those two modes, click Link Using JQL or Link Using Epic List, respectively, in the top right of the dialog:
Depending on the selected mode, proceed with the relevant next step.
Step 5a (Selecting from the epic list): Select a Jira epic by clicking the entry in the list:
To import Jira next-gen projects, use "parent" for your query:
We recommend to test the query in Jira first to ensure you get the desired result(s).
Meisterplan displays up to 100 of the epics in the Jira instance configured for the active Jira Link.
You can filter the epics by Jira project or epic status using the drop-down controls. You can also use the search box to search for epic names.
If the desired epic is not in the active Jira instance, click Discard and select a different Jira Link in the previous step.
Please note that epics from Jira next-gen projects cannot be displayed in the epic list. To link the work from a Jira next-gen project, switch to JQL mode (see step 5b).
Step 5b: (JQL query): Enter a JQL query:
You'll find an introduction to JQL as well as example queries in the JQL for Beginners article. If you need further assistance, just ask an expert in your company (e.g., the project lead or the Scrum Master/Agile Coach, or also the team itself).
If you want to see the query results before linking, click the Preview Results in Jira button. This will open Jira in a new browser window.
If the desired Jira data is not in the active Jira instance, click Discard and select a different Jira Link in the previous step.
Step 6: Once you have selected an epic or entered a JQL query, click on the Link Project button.
Now you can view Jira data for the Meisterplan project in the right sidebar:
Remove a Link
If you want to remove the link between a Meisterplan project and the respective Jira data, click More Actions in the right sidebar and select Unlink Project:
When you unlink a project, information such as the linked Jira issues or the predicted finish date is no longer available for this project. The project-specific settings for how work effort is calculated are deleted (see the Adjusting the Work Effort Calculation article for more details).
Change a Link
If you have linked the Meisterplan project using JQL and want to change the link, click on Project Settings in the right sidebar:
Then enter a new query in the JQL Query field and confirm by clicking Apply:
If you need help finding the right query, simply ask an expert in your organization (for example the project lead, the Scrum Master/Agile Coach, or the team itself).
If you have linked the Meisterplan project using the epic list, first remove the current link as described in the previous section. Then link the project again by clicking Link Project in the right sidebar: