Using Jira Time Tracking for Worklogs

Created by GM Support, Modified on Mon, 30 Sep at 11:38 AM by GM Support

Below you can find a typical flow for importing worklogs using the Jira Time Tracking tool.

Important note!

If you want to import worklogs using both Jira Time Tracking and Tempo, you should do that within separate companies in BC, i.e. you cannot switch between Time Tracking options after you have already imported worklogs.

To set up the import and further process the worklogs from Jira Time Tracking, follow these steps:

In Jira:

1. Go to Settings > Issues > Issue Features > Time Tracking and for Time tracking provider select JIRA provided time tracking:

Important! Remember to add the BC Contract Type field for your Jira Project

How to add the BC Contract Type field to Jira?

When configuring the Jira connection in JIRA Connect Setup, you must get the Contract Type Field using Actions > Setup Tasks > Add Contract Type field to Jira. The custom field will be added to your Jira, and its ID will be populated in BC automatically.

As a next step, in Jira, go to Settings > Issues > Fields > Custom Fields and search for BC Contract Type.

In the show-more menu select Associate to Screens to make the new custom field visible in your Jira project.

The custom field (BC Contract Type) is added:

2. Select the BC Contract Type (or leave it None).

For more details on contract types, refer to https://global-mediator.freshdesk.com/support/solutions/folders/103000248219

3. Log your working hours for your Jira project using the show-more menu > Log Work

Indicate the Time spent, Date started, Work description (optional), and click Save.

The Work log will be displayed in the Activity section at the bottom:

In Business Central:

1. In JIRA Connect Setup, set the correct period for worklogs import.

2. Indicate the Jira API URL, Jira API Login (Jira Admin's email address!), and Jira API Token.

(To find out how to get Jira API Token, visit https://support.atlassian.com/atlassian-account/docs/manage-api-tokens-for-your-atlassian-account/)

Click Actions > Setup Tasks > Test Connection Jira to check if the connection with Jira was successful.

2. Proceed with the setup in the Resource section (for guidelines, see https://global-mediator.freshdesk.com/support/solutions/articles/103000038803-set-up-the-connection-general-setup).

2.1 Enable Create Resources Automatically

2.2 Configure Resource Base Calendar, Resource Default UOM

2.3 Enable Create All resources from Jira in BC. To check the imported Resources, go to the Resources tile:

For each Resource, set up the Unit Cost and Unit Price:

Note: To set up Unit Cost and Unit Price for all Resources, use the Import/Export functionality from JIRA Connect Setup:

Upon clicking Export Resource Price/Cost to Excel, you will get an Excel worksheet with the list of resources, where you can type in the Unit Price and Unit Cost for each Resource and afterwards import the worksheet back to BC (Import Excel with Resource Price/Cost).

2.4 Select the Default Issue Resource No.

2.5 Set up (create) the Monthly Pay Work Type Code (for Monthly Pay projects):

2.6 Indicate the External Resource Group, if required.

2.7 Set up (create the Daily Pay Work Type Code (for Daily Pay projects):

3. Proceed with the Project section.

3.1 Select the Project Journal Template and Project Journal Batch.

3.2 Enable Project Journal Fields editable and Edit Data imported from Jira.

3.3 Indicate Fixed Price Default G/L Account (Account Type = Posting!)

3.4 Type in Monthly Pay Project Task No., Daily Pay Project Task No., and TnM Project Task No. (No. of the Project Tasks to store monthly/daily/TnM billable lines), if you use these contract types.

3.5 Indicate the Dimension Code.

3.6 Configure Multiple Customers per Project (if required). Read more about this functionality: https://global-mediator.freshdesk.com/support/solutions/articles/103000301853-billing-multiple-customers-practical-points

4. In the Worklogs section, for Time Tracking select Jira Provided Time Tracking (mandatory step in this flow!).

5. After the setup, you can go ahead with the import of Projects from Jira. Click Sync Tasks > Import Projects. (To avoid a large amount of errors, we strongly recommend not to use Sync All during the first setup. A step-by-step approach is preferable).

6. Indicate customers for the imported projects. Go to the Customer-Project Links tile and select the Customer No. for your projects.

7. Click Sync Tasks > Import Issues

8. Click Sync Tasks > Process Issues

9. Now the projects can be viewed from the Projects tile.

10. The next step is to select the Contract Type for your Project

11. Now let's import worklogs (Sync Tasks > Import Worklogs):

12. After the worklogs are successfully imported, process them (Sync Tasks > Process Worklogs):

13. The processed worklogs are displayed in the Project Journal Lines:

14. To post the journal lines, click Post.

15. After the lines are posted, you can view them in Projects > JIRA Project Planning Lines.

16. To proceed with invoicing, you should first create billable lines. For this, click Suggest Billable Lines, select the correct invoicing period, and click Calculate. After the billable lines are created, click Approve.

17. Now, when we have billable lines (one line in our case), we can create a sales invoice (click Create Project Sales Invoice):

Click Ok. The invoice is created. It is displayed upon clicking on Sales Invoices/Credit Memos.

The rest of the actions in this flow are standard (Post, Print, etc.).