For the Jira Project to come into OnePlan as a Plan type (Epic, Project, Portfolio, etc.) there needs to be a field at the Project Settings page in Jira that tells OneConnect where to set the Project in OnePlan.
Most clients set the Category dropdown as the field to use.
Jira
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Log into Jira.
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Click on a Project.
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On the left navigation bar click on Project Settings. This will load the Project Details page.
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Locate Project Category, expand the dropdown or click on the i next to the dropdown.
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Click on Manage Categories/Add a New Project Category. A new page will load with all the current categories created.
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Towards the bottom of the page, give the name the title of the OnePlan Portfolio Plan type (OOTB options are Portfolio, Program, Project, Epic).
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For each Project that is wished to be brought in, make sure the Jira Project Category has the correct OnePlan Plan Type.
OneConnect
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Log into OneConnect.
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Locate the integration and click on the pencil icon to edit the integration.
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Expand the Mappings dropdown, select Fields.
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Expand the Plans – Projects section
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Map OnePlan Portfolio Plan Type to Jira Project Category.
For a plan that is created in OnePlan to be brought into Jira, the Jira Project Types filed must be filled in. To show the Jira Project Types field for any of the OnePlan Plan types used, it must be added to the Plan Details form.
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Navigate to the OnePlan Configuration page.
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On the left navigation panel, click Plan Details.
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In the Plan Type dropdown, select the plan type you wish to add the Jira Project Type field to.
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Locate the Jira Project Type field on the top left box and drag the field to the desired location.
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Click Save.
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