When creating new issues in a Jira project, I have noticed that when I create tasks and make assignments on the scrum board, they don't sync back to the plan.
I have looked at "https://community.atlassian.com/t5/JIRA-questions/How-to-sync-from-JIRA-to-Portfolio/qaq-p/47384" where it says there is a "Plan > Configure > Synchronization" where this can be fixed but can't find this in the menu.
It was also suggested to use "plan > Update from date" in the document "https://confluence.atlassian.com/jiraportfolioserver/importing-syncing-and-updating-715263223.html#Importing,syncingandupdating-DochangesinJIRAPortfoliodirectlyimpactmyJIRAproject?" but this also seems to be missing from my screen.
How can I make sure that changes in the project get reflected on the plan?
Hey Steven,
The community page and the documentation page you've reference both direct to instructions regarding our older Classic plans.
It sounds like you're using our more recent (and much improved) live plans. In live plans new issues or changes to issue data will automatically be brought into your plan upon refresh/calculate. The issue just needs to be in whatever 'issue sources' you've setup for your plan.
Please let me know if you have any questions or still have issues with this.If you're trying to sync a particular field (i.e assignee) please also clarify.
Cheers,
Rhys,
Thank you for the response. The version difference makes sense. There seems to be a sporatic discrepency still when I change the assignee on the scrum board backlog and then go to the planning screen where the change does not transfer over. I have yet to find a pattern to when it happens, but I will keep watching.
I too have changed the assigning on a Jira ticket and it doesn't show up changed within the portfolio. I click the "Calculate" button to resync. Is this suppose to resync all details?
Our live plan doe snot seem to sync Fix Version, the set of issues in a release is different, when we compare the Release Report in Portfolio the Release version report in a project.
We're just trialing this (in cloud) and I can assign a user in a Portfolio plan and commit the change which does update Jira, but if I assign in Jira nothing seems to update the Portfolio plan. I've tried refreshing and calculating but neither works.
The Portfolio documentation in various places talks about a "Plan > Update linked Issues" (for example here under Syncing with Jira: https://confluence.atlassian.com/jiraportfolioserver/importing-syncing-and-updating-715263223.html) but I can't find that option?
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