CoE Manager Plus - Integrate with Jira - You can integrate CoE Manager Plus with Jira to sync data between Jira tickets and CoE Manager Plus opportunities. This enables project management and resource cost tracking for Jira projects.

Automation 360

You can integrate CoE Manager Plus with Jira to sync data between Jira tickets and CoE Manager Plus opportunities. This enables project management and resource cost tracking for Jira projects.

CoE Manager supports Jira integration at these levels:

  • Opportunity to Jira work item: An Opportunity can be linked to a Jira project.
  • Activity to Jira work item: An Activity in an opportunity can be linked to a Jira item such as an epic, story, or bug.
  • Change Request to Jira sub-task: A Change Request under a linked Activity can be linked to a Jira sub-task.
Note: Ensure you link the Activity first, then create and link Change Request beneath it. This keeps the Jira hierarchy aligned with the CoE Manager structure.

Prerequisite

Ensure that you have:

  • Administrator access to CoE Manager Plus.
  • Jira credentials with permission to create and update work items.

Procedure

  1. In the Jira instance, create a project and its corresponding epics. See Create a business project.
  2. Copy the project ID to clipboard. See How to get the id of a Jira project from a web browser.
  3. In the CoE Manager Plus instance, add a Jira integration.
    1. Log in as an administrator.
    2. Navigate to the Integrations tab.
    3. Click the Plus icon and provide the following details:
      • The Parent field has the name of your CoE Manager Plus instance by default.
      • In the Vendor field, select Jira.
      • In the Name field, provide a meaningful name for your integration.
    4. Click Create.
    5. Click the newly created integration and provide the following details:

After you configure Jira in the CoE Manager Plus instance, you can link Opportunity, Activity or Change requests to Jira project, epic or sub-task respectively.

Procedure

  1. In the Jira instance, create a project and its corresponding epics.
    Create a business project
  2. Copy the project ID to clipboard.
    How to get the id of a Jira project from a web browser
  3. In the CoE Manager Plus instance, add a jira integration.
    1. Log in as an administrator.
    2. Navigate to the Integrations tab.
    3. Click the Plus icon and provide the following details:
      • The Parent field has the name of your CoE Manager Plus instance by default.
      • In the Vendor field, select Jira.
      • In the Name field, provide a meaningful name for your integration.
    4. Click Create.
    5. Click the newly created integration and provide the following details:
  4. Map Jira epics to the opportunity in CoE Manager Plus.
    1. In the CoE Manager Plus instance, open an opportunity.
      You will see a new Jira tab added to the opportunity.
    2. Navigate to the Jira tab and provide the following details:
      • Select the Jira instance name created from the dropdown.
      • Enter the Jira project key.
      • Enter the Jira > CoE Manager field mapping attributes in JSON format. Set the Shibumi attribute API name first followed by the Jira field name. See example below.
        Jira → CoE Manager field mapping

        {

        “description”:”description”,”name”:”summary”,”Due_Date_c”:”duedate”,”Start_Date_c”:”customfield_10015”,”Jira_Status_c”:”status.name”

        }

        The field mapping attributes allow the data to be passed from CoE Manager Plus to Jira and vice versa. You can check the attributes to map in the Opportunity > Details > Attributes page in CoE Manager Plus. Similarly, to view Jira attributes, use the Get API method and check the attributes in the response body.

      Epics from your Jira project are displayed in the Activities > Epic field.
  5. Update data between CoE Manager Plus and Jira instances.
    1. Navigate to the Activities tab.
    2. In the Epics field, click the Plus icon next to the activity you want to track in the CoE Manager Plus instance.
      These activities are the epics in the Jira project.
    3. Refresh the page.
      Added activities are now linked and can be tracked on the Activities Gantt chart.
    4. Update the status for any epic in Jira.
      For example, consider an epic that has Complete activity status in CoE Manager Plus and Done status in Jira, revert the Jira status to In Progress.
    5. In CoE Manager Plus, click Sync Jira to CoEM and refresh the page.
      The activity status is now updated to On Track matching Jira’s In Progress status.