Jira Project Reporting Academy 1: Connecting Projectrak to eazyBI

Fabio Genovese
May 2, 2019 4:30:00 PM

The Jira Project Reporting Academy has begun the first lesson of a series of articles that will show how to build a dashboard of project reports in Jira using the integration between eazyBI and Projectrak (formerly Profields), as it's the most effective and organic way to tracking Jira projects.

Besides what you'll learn in this lesson, which is how to set Projectrak as a source for project and cross-project information in eazyBI, throughout the 4 fascicles, you’ll learn how to obtain the best from Jira projects data visualization:

In this first lesson, taking advantage of Projectrak and tracking projects using Jira, we’ll explain how to create the first report on eazyBI with data from Projectrak. Every article is designed as a step-by-step guide. By enrolling in the Academy, you'll additionally receive a DIY Checklist to help you create your own set of project reports, independently of my particular choices.

In future classes, I’ll show you how to create different graphs and grids to represent Jira + Projectrak data and combine them into a dashboard that helps you with project planning and decision-making. Here’s the full syllabus.

Next steps to integrate eazyBI and Projectrak

  1. Keeping your budget under control.
  2. Combining different project variables in one chart.
  3. Creating Gantt chart views of your project portfolio.
  4. Entering different charts in a project Dashboard.

If you're a newbie...

Start by discovering how to leverage the Atlassian marketplace to transform Jira into a project tracker. Whether you are a project manager, a product manager, or any other type of role with Jira projects, Projectrak will help you centralize and manage your project-level data.

For example, you can store important information about your projects, including:

  • Budget.
  • Start Date/End Date.
  • Time spent.
  • Team members.
  • Any additional project information is required.

The immediate win is to have that information displayed in the Project Navigator.Jira Projects searches enhanced with Profields Jira app - Project Navigator.

With good data comes good Reporting

Having accurate and permanently updated information is important, but probably not an end in and of itself. The real need is... reporting.

How to build live project reports in Jira and Confluences

Put succinctly, one of the main needs of a project manager is:

To have reports that can be used to keep projects under control.

It’s so easy to miss something important in a project when you’re not the only person running it! Additionally, your boss will likely want to see objective data about the project that explains how it is doing and whether it will succeed.

That’s why having a dashboard like this is the dream for every project manager: with it, anyone can see the evolution of a project at a glance and take corrective actions when needed.

Jira dashboard with project visualizations for project managers with eazyBI and Profields

Why eazyBI?

eazybi for Jira project reporting alongside Profields

There are several reporting apps in the Atlassian marketplace, but eazyBI is the must-have tool for Business Intelligence: it’s flexible, versatile, and sophisticated.

If you ever get lost with eazyBI (particularly if you don't follow my exact steps because you want to implement different metrics), feel free to browse eazyBI's amazing documentation. Here's the article on the main terms and concepts.

Combining eazyBI with Projectrak, project managers are allowed to:

  • Read information from Jira and use it for Business Intelligence.
  • Leverage Projectrak’s data to create reports at project and cross-project levels.
  • Enjoy the visual cues of different kinds of charts.
  • Combine multiple dimensions in one chart to create new insights and compare.

Ok, let’s get started with what’s probably the most important dimension for controlling projects:

Keep your budget under control

If you have a project for a customer, the first thing you’ll probably look at is the budget line and how you will spend it. In this section, we’ll see all the steps required to configure a project with all the required data so that we can then configure eazyBI to show the results!

We start by defining the following Projectrak fields:

  •    Estimated Budget.
  •    Cost per hour.

Below you can see the field page of Projectrak with those two fields.Create Costs and Budget Custom Fields in Jira at project level with Profields app

Next, we create a project Layout with both fields. This layout is already associated with my projects.Project Layouts in Jira with Budgets, Costs, and total Worked Hours with Projectrak app

Now, let’s switch to eazyBI, define how we want to import data and define which project fields we want to manage in eazyBI.

Since Projectrak has native integration with eazyBI, you can simply go to the apps tab in the Jira import options.

First, we’ll set the two project fields of Projectrak to be imported as both measure and property. You can check the documentation here for other available options.>

After the import, we’ll define our report using eazyBI's available measures.Project Budget and Project Cost in the final data load in eazyBI by the integration with Projectrak

...and include all this information:

  • Total hours spent.
  • Cost per hour.
  • Total cost spent.
  • Total Budget.
  • Difference or Usable budget. This is a calculated measure. Use the code in the following image to define it.

Jira project level dashboard by eazyBI and Projectrak integration

Finally, we’ll place the report in our own dashboard, where we can see immediately how the project is progressing.

Project status table with Profields and Jira data

Next steps

This is the first step of this journey. In the next article, you'll see how to create the first chart and other parts of the Project Manager dashboard.

Projectrak to create project reporting

Start creating reports for projects in Jira

Start building the project reports you need, get valuable insights using its gadgets, and unleash the power of data across your teams.

With Projectrak, you customize project properties, manage large instances, and gain visibility without leaving aside all the possibilities with the integrations with third-party apps such as eazyBI, Custom Charts, Dashboard Hub, Power BI connector, and many more. Check all the features Projectrak offers:


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