Individually configure each Jira link so the Information Panel displays what you need for reliable planning.
Preparation
Under Integrations> Jira Connector, create a Jira link for each department or team. For each link, you can individually configure settings such as a different matching mode or different velocities.
The configuration of a link determines which information in Meisterplan and Jira are compared. In the Information Panel, you can link a project with the associated Jira data and select which Jira link applies to the project.
Choosing the Right Configuration
For each link, you can choose between four basic options how to match Meisterplan and Jira data, depending on how your work is planned.
- Planning with the total effort: Do not match roles or resources, and Meisterplan will compare the summed up allocations to the effort in Jira. Learn more here.
- Planning with roles: Match Meisterplan roles to the Jira field in which you record the roles in Jira. Learn more here.
- Planning with resources: Match Meisterplan resources to Assignees in Jira. Learn more here.
- Planning with roles and resources: Match both roles and resources to the respective Jira information. Learn more here.
To successfully match roles and resources, ensure that role names and email addresses of resources and Jira users are identical in Meisterplan and Jira.
What You Need to Know for Each Jira Link
To configure a link, you need some information about how your company works in Jira. If necessary, ask a Jira expert from your company (such as the project manager, the Scrum Master/Agile Coach or the team using Jira).
For each link, get these details:
- Match Roles and Resources: No matter which of the four options you chose, ensure that the planning in Meisterplan corresponds to the planning in Jira (e.g., based on roles/teams).
- Effort: What is the unit that the team or department uses for their planning, e.g., Story Points or a time estimate? Or do they use a custom field?
- Velocity per Role: (only relevant for Story Points, Story point estimates and custom fields) How many Story Points can the team complete in a work day?
Configuration
Learn below which details you need to configure.
General
Here you can change the name of the Jira link.
Match Roles and Resources
Here you can define the level of detail that is used in the Information Panel to compare efforts in Meisterplan and Jira. You can choose between four options.
If you have configured at least one role and/or resource match, the efforts of assignees or teams in Jira will be imported as role or resource allocations in Meisterplan. Learn more in the Importing Jira Data as Meisterplan Projects article.
Without Matching
If you plan on a high level and only need a comparison of all allocations to the Jira effort, you do not need to match anything here. Meisterplan will sum up all allocations of the project and compare them to the summed up effort of the linked Jira data (epic, stories,...) without considering the assigned roles or resources.
Matching Roles
If you plan with roles and would like to compare the effort of Meisterplan roles to Jira Teams, check the Match Meisterplan Roles to box and select the Jira field in which you record the Jira team.
You can select the following fields and custom field types:
- Custom fields of the 'Select List (single choice)' type
- Custom fields of the 'Short text (plain text only)" type
- Team
To successfully match roles, ensure that the role names in Meisterplan correspond to the names in the selected Jira field.
The Information Panel will display the effort per team or role.
Matching Resources
If you plan with individual employees and would like to compare the effort of Meisterplan resources to Jira Assignees, check the Match Meisterplan Resources to Assignees in Jira box.
To successfully match resources, ensure that the email addresses of Meisterplan resources correspond to the email addresses of Jira users, and ensure that your Jira users have set the visibility of their email addresses to "Everyone" in their Atlassian account.
The Information Panel will display the effort per assigned user or resource.
Matching Roles and Resources
If you would like to compare the effort of teams/roles as well as assignees/resources, check both boxes. If there is both a role and a resource match on a Jira issue, the role match of the team will take priority. That is, the effort in the issue will be compared to the effort of the corresponding role allocation.
To successfully match roles and resources, ensure that role names and email addresses of resources and Jira users are identical in Meisterplan and Jira.
The Information Panel will display the effort per team/role or per assignee/resource.
Effort
This is where you select the unit that the team or department uses for planning effort.
When selecting the role effort, you can choose between:
- ∑ Remaining Estimate (sum of sub issues)
- Remaining Estimate (of main issue)
- ∑ Original Estimate (sum of sub issues)
- Original Estimate (of main issue)
- Story point estimate
- Story Points
- all custom number fields in Jira
When selecting the resource effort, you can choose between:
- Remaining Estimate (sum)
- Original Estimate (sum)
If you select Story Points, Story point estimate or a custom number field, you can define the velocity per person day in another section below.
Velocity per Role
For each role, enter how many Story Points the team can complete in a work day (when using a custom field: the number of units that corresponds to a work day). This number is used to convert the Jira effort in the Information Panel to compare it to Meisterplan allocations.
You can enter the velocity for the following fields:
- Story point estimate
- Story Points
- all custom number fields in Jira
You can enter a different velocity for the same role in different link configurations.