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Plans custom fields
eazyBI for Jira

Plans integration is available in the eazyBI for Jira Cloud.

In eazyBI for Jira Data Center, this integration has an old name, Advanced Roadmaps, before the upcoming eazyBI version is released.

On this page:

Plans for Jira custom fields import

If you use Plans (formerly Advanced Roadmaps), then the following additional custom field types are available in the Jira import add-on selection:

Earliest start

Plans property Earliest start can be imported as measure and property.

Original story pointsOriginal story points can be imported as measure and property.
Parent Link

Parent Link custom field can be imported as property. Parent Link custom field import will create a new hierarchy Plans in Issue dimension.

Epic Link from the Jira import default tab is required to build the Plans hierarchy as well.

In addition, the set of properties, one for each hierarchy level Issue Plans <level name>, will be created in the Issue Properties section.

Target endTarget end can be imported as measure and property.
Target startTarget start can be imported as measure and property.
TeamPlans custom field Team could be imported as dimension and property.
Theme Custom field Theme could be imported as a dimension and property.

Jira Cloud

If you would like to import a Plans custom hierarchy in the Issue dimension, add the following definition for custom field Parent Link to advanced settings. The Levels and Issue Types should match the configuration in Jira Plans. You can add more than one issue type in each level, starting from Epic:

hierarchy_levels = [
	{name = "Initiative", issue_type = ["Initiative", "Programm"]},
	{name = "Feature", issue_type = "Feature"},
	{name = "Epic", issue_type = ["Epic", "Improvement"]},
	{name = "Parent"},
	{name = "Sub-task"}

Please use Parent Link custom field ID instead of NNNNN in the definition above.
After advanced settings are updated, the Jira custom field "Parent Link" must be selected from the import options page. A new Plans hierarchy will be created in the Issue dimension after the first data import since advanced settings is updated.
If the settings in Jira change, they should also be manually updated in eazyBI.

Private eazyBI

In Private eazyBI this integration currently has an old name, Advanced Roadmaps. It will be renamed in one of the next versions.

You can import the Advanced Roadmaps hierarchy also when using Private eazyBI. Add the following settings in the configuration file config/eazybi.toml configuration file to enable Advanced Roadmaps data import.
Use Parent Link custom field ID instead of NNNNN and your Jira Server address instead of JIRA_HOME in the definition above. We recommend using unique site ID instead of site_uniqueID for each Jira site if you data from have multiple Jira sites imported in this Private eazyBI server.

url = "http://JIRA_HOME"

enable = true

hierarchy_levels = [
 	{name = "Initiative", issue_type = ["Initiative", "Programm"]},
	{name = "Feature", issue_type = "Feature"},
	{name = "Epic", issue_type = ["Epic", "Improvement"]},
	{name = "Parent"},
	{name = "Sub-task"} 

Read more on how to enable data import from Jira.

And don't forget that changing eazyBI.toml file requires restarting Private eazyBI instance.