Setting up the Synchronization of PSA Project Tasks to Jira Issues

For a PSA project task to be synchronized to a Jira issue, you must ensure that:

• The Jira Issue Type dependent picklist on the Project Task object is defined with the correct values and properly linked to the Jira Issue Type Category picklist. For more information, see .
• The Use PSA as Source for Project Task Sync field on the Integration Hub Connector: Jira - PSA custom setting is selected.
• The Project Task Jira Issue Types field on the Integration Hub Connector: Jira - PSA custom setting contains valid Jira issue types. This only applies if you want to sync work logs to task time records. More information is provided below.
• The IHC Mapping Jira to PSA custom metadata records contain all the required fields in Jira for each of the issue types. For an example on how to customize the existing mappings, see Example 3 - Map Project Task Parent Link Field, Epic Link, and Epic Name Fields.
• The Priority and Status value mappings are configured according to your PSA and Jira applications. For more information, see Customizing the Priority and Status Value Mappings.

If you want to sync Jira work logs to PSA task time records, you must specify the issue types whose work logs will be synced to task time records. Note that in PSA you cannot log time against a summary or a parent task. This is because time automatically rolls up from the lowest-level child task to the highest-level parent task. Therefore, you must provide only the issue types that will be linked to the lowest-level project tasks.

For example, you might plan to have a structure like the following:

• Epic - Story - Sub-task, where Epic is the highest-level project task and Sub-task is the lowest-level project task.
• Epic - Task, where Epic is the highest-level project task and Task is the lowest-level project task.
• Bug, where Bug is the highest-level project task and has no child project tasks.

In that case you can specify Bug, Task, Sub-task as the value of the Project Task Jira Issue Types field.

Warning:

In the example above, if you also specify Story, when a user logs time against a story, an error email is sent and time is not synced to PSA.

To configure the custom setting fields in PSA:

1. From Setup, click Custom Code | Custom Settings.
2. Next to Integration Hub Connector: Jira - PSA, click Manage.
3. Click Edit.
4. Next to Project Task Jira Issue Types, enter the names of the issue types in Jira separated by commas. For example, Bug, Task, Sub-task
5. Select Use PSA as Source for Project Task Sync, if it's not already selected.
6. Click Save.