The “Issue Type” field in Jira is mapped to “Text1” field in MS Project.The “Issue Key” field in Jira is mapped to “Text10” field in MS Project.The arrow mark in the above screen indicates the direction in which the data is copied. The above synchronization settings correspond with the MS Project “Sample Business Plan.mpp.” There are many tabs in this dialog box such as Basic, Status, Secondary, etc., with which you can do mapping between MS Project and Jira. This can be done from within the “Project Synchronization Settings” dialog box, which is opened using the Ceptah add-in “JIRA Project Settings” command. During synchronization, tasks from our MS project plan will be mapped and shown as issues in Jira project.Įnsuring Correct Project Synchronization SettingsĪfter installing the Ceptah Bridge, checking connectivity, and setting up projects in MS Project and Jira, our next step is to ensure proper setting for the bridge. There are three workflow states in the project board (“TO DO,” “IN PROGRESS,” and “DONE”), with no work-in-progress items. Note, there are no issues in this project at this stage. As shown below, a project called “Sample Business Plan” has been created with project key “SBP.” You have to set up a Jira project before doing any synchronization. Note that if we hadn’t added these custom fields, mappings could have been done from right within Ceptah, which in turn creates these fields in the project plan’s view. There are two versions (“1.0” and “2.0”) and two components (“Component A” and “Component B”). In addition to the usual fields, I’ve added two custom text fields, (“Components” and “Fix Versions”), which will be used while mapping with Jira via Ceptah. Successful connection is important before we proceed with other work such as synchronization.įor the sake of example, I’ve created a project plan named “Sample Business Plan.mpp,” which is shown below: With a correct username and password, when you click on the “Test Connection” button, a successful string message, “ The connection is working,” will be shown. The steps remain almost same for Jira server 8.1. I’ve used a web log-in authentication method and the site URL created in Jira for this purpose (), You can also use an installed Jira server, for which the URL would be as follows:įor the step-by-step installation of Jira server, you can refer this guide. This can be checked by navigating in Captah to the “JIRA Connection Settings” command dialog box, as shown below. Post installation of Ceptah Bridge, you should first ensure the connectivity between MS Project and Jira. Note: we will be using predictive mode.Ĭhecking MS Project and Jira Connectivity In this article, we will cover functionalities related to synchronization and updates showing necessary settings. For agile mode, Scrum is used with sprints, epics, and stories. It has various mapping functionalities, which support both predictive and adaptive modes. Settings: Used to set various fields in both MS Project and Jira.Close: Close the issues in Jira and update accordingly in MS Project.You can also import users from Jira to MS Project. Import: Used to import existing issues in Jira and create tasks in MS Project.Synchronization: Here we synchronize the tasks of MS Project with issues in Jira, or create linked issues in Jira corresponding tasks in MS Project.Briefly, they perform these functionalities: Post installation, it will be shown as one of the add-ins in MS Project.Īs shown above, there are a number of menus in this add-in, which perform various functionalities such as connection check, synchronization, import etc. To install Ceptah Bridge, you can download the windows installer from Ceptah Solutions. Installing Ceptah Bridge as a MS Project Add-in The versions used here for the respective software are: For the sake of illustration, I’ll be using Ceptah Bridge, which allows us to connect MS Project and Jira. In both of these situations, you’d have to make MS Project and Atlassian Jira work together, and to do that, you need a connector or a bridge. They like MS Project reports and want such generated. The business executive team wants to see a Gantt chart with critical paths shown along with dependencies. You’re team has been using Jira for a development project. How would you manage such a collaborative effort? You want to have your overall project plan, including this component team’s work, in MS Project, though the component team will continue to work with Jira. You’re working on a large-scale system integration project using MS Project as the project management tool, but a component team for this project has been using Jira for legacy reasons. Project Portfolio Management (PPM) Training.Project Management Office (PMO) Training.Enterprise Project Management (EPM) Training.Project Management Certification Training.
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