How to sync from JIRA to Portfolio?

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?

2 answers

1 accepted

2 votes

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*)

Thank you, I got it to work! But there comes up another question: Portfolio didn't render the JIRA wikimarkup which makes some descriptions hard to read. Is this intended? I found no option so far and google only told me, that this can happen with third party WYSIWYG-editors. (or should I asked this in a new question)

I have also problems with syncing from JIRA to the Portfolio, but it regards to new issues. 

I have organised our portfolio using particular tasks and subtasks. 

I would like to automatically import new issues added to JIRA and omit the step "Import issues".

The syncing option is generally working well because changes in the workflow for imported issues are applied. 

Is there any configuration in Portfolio/JIRA for easy importing tasks to Portfolio?



Suggest an answer

Log in or Join to answer
Community showcase
Sarah Schuster
Posted Jan 29, 2018 in Jira

What are common themes you've seen across successful & failed Jira Software implementations?

Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...

3,295 views 14 20
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot