Send To JIRA
The "Send To JIRA" option allows you to push information to JIRA from Microsoft Project. To use this function, select the tasks from the project plan that you wish to push to JIRA. You can select any number of tasks that you want to have synced with JIRA.
If you have new issues in your plan that are not associated with JIRA issues, and you have the "Automatically create JIRA issues if the task is not linked" option checked, the Send To JIRA function will try to create a new issue.
It will use the default project that setup during the initialization process. The project ID can be overridden using the issue editor to pick a different project other than the default.
Issue type, priority, and status are defaulted from the configuration screen. If the configuration option is set to "Warn and require manual entry", you will have to set those values before it can be successfully created.
JIRA requires some basic information to be provided for you to create a new issue. If The Connector detects that you are missing some information, you will get the following dialog to appear. This dialog will give you the ability to provide the values for creating the issue.
You can use the Browse Projects function to get a list of available projects to select. Use the “Apply to all during the current process” will use the settings you specify for any other tasks that are missing information.
If an error occurs during the creation process, the error message from JIRA will get displayed in a list that you can review and correct.
When you press the "Send To JIRA" option on the toolbar (or select it from the menu), you will get the option dialog. You can either choose to send selected tasks or send all tasks. If you choose to send only selected tasks, only those tasks highlighted in Microsoft Project will be sent.
If you uncheck the "Automatically create JIRA issues if the task is not linked" option, any tasks that do not have an associated issue ID will be skipped over.
If you are using "Slave" issues, you can choose the option to automatically update the slave issue as well. A slave issue is a secondary issue that can be associated with a single task and updated at the same time as the primary task.
After the function has completed, you will be given a confirmation screen showing the number of tasks that were successfully sent to JIRA.
Any errors that have occurred during the process will be listed in the "Error List" at the bottom of the screen. The process does not stop when an error is encountered, so if you have 10 tasks you are sending to JIRA, and two fail, the 8 remaining will successfully update.
You can also customize the data that is sent to JIRA by selecting the "Customize" button on the Send To JIRA dialog.
This displays a dialog will all of the pieces of data that are exchanged in the process. You can control which pieces of data get sent to JIRA from here.
If you do not want to update the Due Date (for example) on the JIRA issues, you can uncheck that option and after the process completes, the Due Date values in JIRA will remain the same as they were before the process began.
This gives The Connector a lot more control over configuring how you need the data exchange to work.
If you have custom field support enabled, you will also see a tab for "Custom Fields". This will allow you to specify which custom fields you wish to exchange with JIRA.
Any changes to these settings will be saved and used for all future actions. If you wish to make a change for only the current action, you can select the "Use these settings for only this update" and your changes will not be remembered.