Project synchroniser

Overview

In the domain of asset management, one of the valuable solutions our app offers is the ability to treat Jira projects as assets. Let's consider a real-world scenario to grasp its importance.

Imagine a product company with numerous products at varying stages of development. Each of these products is managed through dedicated Jira projects. However, the company faces the challenge of gaining a comprehensive overview of all its products and understanding their current status, such as each product's specific development stage.

This is where our Project Sync feature comes into play. It empowers you to create corresponding issues for each Jira project. With the right configuration, these projects can be effectively managed on the Kanban board or used in generating essential reports.

Administration

Synchronization is performed based on the Project Synchronizer configuration. There can be one global synchronizer, or a separate synchronization can be configured per specific project category.

To create a synchronizer, navigate to the app administration in Manage apps → Project synchronisers → Create synchronizer.

Open

‘Create synchroniser’ dialogue.

Complete all the required fields to save a synchronizer configuration and prompt issue creation.

Source Category. To create a synchroniser for one or several projects, they must be assigned a specific project category.

Target Project. Select a project to parent the newly created issues.

Target Type. Select an issue type.

Key Field. Select a single-line text field to display the project key.

Project Category. Select a single-select list field to show the project category.

Lead Fields. Select a field to copy the project lead from the synced project.

User. Choose the user that should perform the synchronization. The user needs permission for the projects in the selected category; otherwise, an error will occur.