January 27, 2025 - Pull Jira Sprint Data into Portfolio Manager Iterations on Synced Tasks

Latest Release | January 27, 2025

Following the release of our latest sprint planning feature (Iterations), we are excited to introduce the ability to pull sprint data from Jira and populate it automatically in Portfolio Manager. When tasks from Jira are pulled into Portfolio Manager, and those tasks are associated with sprints in Jira, you can enable a setting that automatically creates Iterations in Portfolio Manager. This new feature, as part of our integration with Jira, allows Project Managers to view and prioritize sprint tasks directly in Portfolio Manager without having to switch back and forth to Jira, and it maximizes visibility between the two platforms.

Enable Sync

We added this new feature to the Sync Settings section of Jira Integration. There, you will find a new setting called Sync Jira Sprints, which enables you to pull Jira sprint and task data into Portfolio Manager.

This setting is enabled by default on new integrations, and users can enable it manually on existing integrations. When syncing Jira tasks with sprint associations, select Sync Jira Sprints to create a new iteration in Portfolio Manager.

Sync Workflow

The example below shows sprint data from Jira displayed in Portfolio Manager after a sync. The sprints populate in both the Projects view and Iterations View.

The sprints populate in both the Projects view and Iterations View.

From the Iterations View, you can view all synced sprints (active, future, or closed) from Jira.  From here, you can review sprint goals, start/finish dates, and associated tasks. 

Reprioritize and move tasks in Portfolio Manager

From the Iterations View, you can also reprioritize tasks in Portfolio Manager and sync them to have the new priorities reflected in Jira. Drag the tasks higher or lower on the list to reorder based on priority. You can also move tasks between sprints in the Iteration View. Drag the tasks between sprints as needed.

You can then run a sync by going to the Project View to push the updated order back into Jira. If you do not run a sync, Jira will not reflect the updates made in Portfolio Manager. 

New Filters Added

We have also expanded the task filtering options in the Project & Issues Filter section of the Jira Integration. Now, you can filter by Issue Type, Issue Status, and Created After date, as well as by Parent Issue Key, Sprint, Label, Single-choice, and Multi-choice custom fields from Jira.

Use the Advanced Filters button to find these new filters, which provide more flexibility and precision to pull in the level of data from Jira you need. For the Sprint field, begin typing the name of the sprint and as you type, search results will appear. All other fields allow you to select options from their drop-down menus.

Learn more about how this works in the Jira Integration.

Learn more about Iterations in Portfolio Manager.