With the integrations 2.0 version of the Jira integration, teams can sync capacity (estimated by time or by story points) between Aha! and Jira for master features, features, and requirements. As with all development system integrations, you will need to be an owner in Aha! to configure capacity planning for individuals for your Jira integration.
Capacity planning for teams, available to Enterprise+ customers, will treat synced capacity estimates differently. Estimates that you map bi-directionally with development tools such as Jira will overwrite an advanced estimate once Aha! imports an estimate from the development tool. But because imported estimates only apply to Aha! records, not teams, your advanced estimates will still appear in the capacity report.
Note: You will not be able to track capacity if your Jira project is in "Legacy mode." It has been disabled by default in all Jira releases since 4.2.
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How it works
First, you need to enable capacity planning for individuals. Do this by navigating to Settings ⚙️> Workspace > Capacity planning by checking the box for Capacity for individuals.
Note: If you do not see this option, you might be in a parent line instead of a workspace.
If you had capacity planning enabled prior to setting up your Jira integration, the capacity mappings will already be preconfigured with our default recommendations.
If you did not have capacity planning enabled prior to setting up your Jira integration, you will need to go to Settings ⚙️> Workspace> Integrations and edit your integration's field mappings to incorporate the capacity planning fields.
You will then be able to set your integration mappings for master features, features, and requirements to include Estimate (Original and Remaining), Work units, and Work done fields. Linking these fields for all three record types gives you the flexibility to set the estimate at the right level for each work item. The integration supports either time-based or story point estimates.
And don't worry — if you are configuring capacity planning with an existing integration, you can use the Update records functionality to pull your estimates from Jira into Aha! for your existing integrated records.
When configuring the capacity planning field mappings, you will notice various options for each field.
If you are using time-based capacity planning estimates, we recommended using the <Record type> only fields for both the Aha! and Jira side, e.g. Original estimate (feature only).
This option automatically accounts for differences in how Aha! and Jira aggregate capacity estimates between parent and child records. In Jira, the total capacity estimate is calculated as the value for the record plus the value of all contained sub-tasks. In Aha!, if you set capacity estimates at the requirement level, the capacity for the feature is the sum of the requirement estimates.
The <Record type> only option will only sync the estimate if the estimate is explicit at the record level. This means if you have a feature containing requirements where the estimates are captured at the requirement level, then the feature's estimate (which would be the total of the requirements) is not sent to Jira. This option prevents issues where the differences between how Jira and Aha! aggregate estimates would cause duplication of estimates.
If you are using story point-based capacity planning estimates, you generally won't be logging work completed. For that reason, we recommend navigating to Settings ⚙️> Workspace > Configure, and changing the Remaining estimate field to Add as logged time. This way as your teams complete master features, features, and requirements, the record will show as done in capacity reports.
Note: If you are using story point-based capacity planning estimates, the Original estimate field will not sync between Aha! and Jira. But you can sync it to a custom field.
- Including Sub-tasks: This Jira-side field mapping option is useful if you do not have sub-tasks mapped in your integration but wish to visualize estimates related to sub-tasks within Aha! It will take the aggregate estimates of all Jira sub-tasks plus the Jira standard issue and send that through to the corresponding Aha! field.
- Including estimates calculated from a child record: This field mapping option from the Aha! side is primarily useful in situations where you are performing estimates at the child record level in Aha! but not syncing the child records themselves to Jira. For example, if you were to perform estimation in Aha! at the requirement level but only send the feature to Jira, you would need to use this option to ensure the calculated estimate from the requirements is sent to Jira through the Aha! feature.