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Jira Cloud Integration Setup

Integrate with Jira Cloud to sync your projects between Jira and Forecast

If you're looking for Jira Server, click here.

Time to read: 10 minutes

 

Main takeaways

  • The integration with Jira Cloud synchronizes your projects between Jira and Forecast: it allows for a combined workflow between both Jira and Forecast users
  • Projects and tasks will stay up-to-date as data is added and/or updated in both Jira or Forecast
  • When using Forecast with Jira, your people scheduling, project planning, estimates, time tracking, and high-level portfolio overview will always be synchronized with your current development tasks and issues
  • When you Sync at least one project, your team from Jira will be imported as virtual users in Forecast
  • Issues, versions, boards, and sprints will be synchronized between Jira and Forecast, and new added and/or updated data will stay up-to-date
  • NOTE: This integration is only available for Jira Cloud and Jira Server. If you're using Jira Data Center, please contact us.

 

Setup

Step 1: Go to the Jira Cloud integration in your admin panel/integrations, or click here.
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Step 2: Copy the Jira verification key 

copy the verification key

 

Step 3: Click on the link  below the verification key that takes you to the Atlassian Marketplace (see step 2 in your Forecast page)

 

Step 4: In the page from the link, click Get it now

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Note: A new window will be prompted

 

Step 5: Select a site to instal the app, and choose to Install app

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Step 6: Wait a moment, and Click Get it now in the following window

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Step 7: Then, in the new pop up window, click Get Started

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Step 8: Paste the verification key from Forecast (from Step 2 in this article), and click Verify

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The integration is now set up

 

Syncing Jira Projects

Step 1: Click on Sync Jira Project

verify Jira

Note: a new window will be prompted

 

Step 2: Sync your first Jira project

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  1. Choose the Jira project you want to sync with
  2. Create the name for the project in Forecast
  3. Select a client for this project
  4. Set the dates

Scroll down on the 'Sync your first Jira project' pop up in Forecast

 

Step 3: Synchronize Sprints

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5. Choose whether you want to Synchronise your Sprints not. If you choose to synchronize sprints, you will be asked to choose a Jira Board. Only sprints from this board will be synchronized to Forecast, and any sprints created in Forecast will be synchronized to this board.

 

Step 4: Choose your Estimate Type 

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6. Choose the Jira field that you use for estimates in the current Jira project. You can choose between Time Original Estimate, or choose to use Story Points or your own custom field.

Jira NextGen projects a locked to use Story Points as this is the only field available on these types of projects.

 

Step 5: Select how to sync Forecast milestones in Jira

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7. Sync Forecast milestones as Epics or Versions/Releases in Jira

 

Step 6: Choose how you want to create Jira Subtasks in Forecast

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8. Select whether you want to create Jira Subtasks as Tasks or Subtasks in Forecast 

 

Step 7 (optional): Click More Settings to unfold additional options 

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9. Add project labels. You can read more about them here

10. Select your budget type. Discover more here or hover over the information icon just above the budget type

11. Choose your rate card. To learn more about rate cards, see this article 

12. When done, choose to Sync Project

 

You are good to go!

 

For an alternative presentation of the above, see: 

 

See also the related article on Synchronizing an Existing Forecast Project with Jira and Changing Jira Prefix Settings

If you have any additional questions concerning the Jira integration, check out our Jira and Forecast: FAQ, or contact us for more information.