Updating PSA Projects Based on Jira Issue Status

If you enabled the Update PSA Projects Based on Jira Issue Status workflow via the Feature Console, PSA projects are automatically updated based on the status of the linked Jira issue. When a Jira issue is moved to a status that belongs to a specific category, a specified PSA project field is automatically updated with a specified value.

Each status in Jira has one of the following categories: "To Do", "In Progress", or "Done". By default, when an issue is moved to any status with the category of "Done", the related project is updated in PSA.

Depending on your requirements, this workflow can have different results. Some examples include:

  • If an epic is linked to PSA project, when the epic is moved to "Done", "Closed", or "Resolved", the Closed for Time Entry field is automatically checked in PSA. This is the default configuration.
  • If a custom issue type called Phase is moved to "Completed", the Stage field in PSA is set to "Completed".
  • If a custom issue type called PSA Project is moved to "Closed", the Project Status field in PSA is set to "Green".

For more information on how to configure this workflow, see Setting up the Update of PSA Projects Based on Jira Issue Status.