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How to Integrate Advanced Roadmaps (Portfolio) for Jira with ActivityTimeline?

Let’s face it – managing a large-scale project is no easy task. You have to take into consideration several details, from setting up the right tasks and tracking them to creating a visual representation of your progress, and much more.

Using Jira for project management can be a truly powerful experience. When it’s done right, you can track and manage your entire team’s progress as you work toward a common goal. But if you don’t set up workflows properly from the beginning, you’ll find yourself struggling to keep things on track.

Jira offers a variety of ways to visualize your team and project work, so it brings your Jira resource management and project planning to an advanced level. Very often users need multiple tools to fulfill all of the gaps and receive a comprehensive picture of the workflow. If you are looking for an easy way to show your team members, how much work they have done on specific Jira projects, then you are lucky! There is an integration between the two powerful Jira add-ons: ActivityTimeline and Advanced Roadmaps for Jira.

ActivityTimeline and Advanced Roadmaps for Jira Integration: Quick Guide

These apps perfectly fit companies that manage multiple teams and projects, set up long-term objectives, and need high-level planning across teams.

A roadmap is an essential tool that helps teams align around their short, medium, and long-term goals. A well-designed roadmap is one that is acknowledged by the team, shared with the stakeholders and is easy to read. Advanced Roadmaps for Jira best fits this description as it helps teams to stay on the same page during the planning process. It allows you to create a roadmap that is based on work from different boards, projects, and filters. Building your roadmap should be easy, right? With Jira Advanced Roadmaps, you can define as many levels of hierarchy as you need.

App provides scalable roadmaps, so users can easily get a “big picture” of the projects and future plans. Create dependencies, try different scenarios, predict possible outcomes to avoid bottlenecks, track project progress, and teams.

The continuous improvement of resource planning is a key imperative for any business, as it enables companies to understand the performance, utilization, and distribution of resources. ActivityTimeline is built to manage and resources in the most efficient way. It provides a wide range of resource planning, management, tracking&reporting facilities.

App сomes in handy during the management of human/non-human resources on both individual and team levels, planning for the short- and long-term periods, tracking time, and meaningful reporting. Enjoy advanced Jira capacity planning, manage user/team workloads, track resource utilization effortlessly. Understand who is doing what and when it is going to be done.

Integration between Advanced Roadmaps for Jira & ActivityTimeline is fairly easy & straightforward, yet it unlocks a tremendous amount of value for anyone that uses these two apps. It will help to improve your Jira resource management and planning capabilities.

By integrating Jira Advanced Roadmaps & ActivityTimeline, you will be able to:

  • Load Shared Teams from Advanced Roadmaps into ActivityTimeline

  • See changes in plans in both tools (i.e. 2-way sync between 2 plugins)

  • Allocated tasks & see the capacity of teams from Jira Advanced Roadmaps in ActivityTimeline

Firstly, we need to make sure that we have shared teams set up in Jira Advanced Roadmaps, so go to Plans->View Shared Teams:

Double-check if you have all your teams created and properly configured.

Once this is done, open ActivityTimeline Configuration->Jira Integration-> from the dropdown choose “Start Date” & “Due Date”:

Don’t forget to refresh the tickets after you configured the fields. Sometimes, Advanced Roadmaps could be configured to use Target Start/End instead of Start/Due date, if that’s the case, choose them from the dropdown.

After this, go to ActivityTimeline 3rd Party Integrations->Choose Advanced Roadmaps:

Enter your Email & click on the “Create Token” link, this will redirect you to the page where you can create an Atlassian Token, which will work as a password for the integration. It’s recommended that the person who does this have Full Jira Administrator permissions:

Once created, copy the token and use it as a password on the previous page.

Great, you’re almost there! Click on the link to load your Advanced Roadmap teams:

Now, return to ActivityTimeline Configuration->Jira Integration->Click on “Show Advanced Configuration”:

Choose the name for the new Team field that will be added to your Jira Issue Screens. This will be used to assign tickets on a team level both in ActivityTimeline and in Advanced Roadmaps:

Lastly, we need to add this new field to Advanced Roadmaps, so go to Plans->Fields->Manage Custom Fields:

Choose to add a new custom field and find AT Team field in the list:

That’s it!

Now you have fully integrated Jira Advanced Roadmaps & ActivityTimeline, where any change in one app will result in the same change in the other one:

You can now properly see the resource utilization & available capacity in ActivityTimeline based on your project plans in Jira Advanced Roadmaps. Learn more about Jira resource management and manage your teams effortlessly!






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