How to sync from JIRA to Portfolio?

Steffen Rahn

I know that I can sync back from Portfolio to JIRA by using

Plan > Apply updates to project/s

But the changes, that are made in JIRA to already imported issues (like the description) did not get synced to Portfolio. 

How can I ensure the they get synced?

Martin Suntinger

There are a couple things here you can do: 

1) for the summary and issue description you could turn on automatic syncing (Plan > Configure > Synchronization). This just keeps the issue summary and description in sync bi-directionally. 

2) There is plan > Update from date, which helps you to re-baseline estimates/remaining efforts and resolved issues from a given point in time. Let me point out that there is a bit of a caveat to this, that is important to understand: This feature has originally been designed not exactly as a "sync back" option, but rather to say, for instance after each sprint, what have we achieved, what's resolved and what's remaining, and plan onwards from this date. Thus, the feature asks for an update date when opening that dialog, and this date will be set after this as the new start date for the plan. If you don't want this behavior, and just update the remaining estimates, there is an easy workaround: you can set the update date in this dialog to some date in the past, prior to your first release in the plan. this works because Portfolio always takes the latest available start date, so either this plan update date, or the start date of the first release. 

We're looking into improving this down the road, but this is what's possible today (release 1.8*)