Track Work Items in Jira

CloudZero integrates with Jira so you can create Work Items from Optimize Recommendations and Insights, Anomalies, and Monitors Alerts and track their status directly in CloudZero.

Connect to Jira

What you need

• Permission to manage app integrations in CloudZero. See Users & Permissions.
• A Jira Cloud account to authenticate the integration. CloudZero files Work Items as this user, so consider creating a dedicated Jira user as a service account. The account needs the User project role and access to the relevant projects. Jira Data Center and Jira Service Management are not supported.

To set up a Jira app integration:

1. Ensure you are logged in to Jira with the appropriate user account.

2. In CloudZero, navigate to Settings > App Integrations and select Connect Jira:

3. Atlassian prompts you to grant CloudZero access. Select Accept to authorize the required permissions:

4. Verify your Jira instance is correct and select Confirm Instance:

The App Integrations page shows you that CloudZero is connected to Jira:

The Updated by field shows which user set up the integration.

You can now create Jira Work Items from CloudZero Recommendations, Anomalies, or Monitors Alerts.

Disconnect Jira

To disconnect the Jira app integration, navigate to Settings > App Integrations and select Disconnect Jira.

Existing Work Items remain in Jira, but you can no longer create new Work Items from CloudZero or sync status changes.

Create Jira Work Item

After the Jira integration is enabled, users who have access to Optimize, Anomalies, or Monitors in CloudZero can create or unlink a Jira Work Item without needing to log in to Jira.

Only one Work Item can be linked to a Recommendation, Anomaly, or Alert at a time. You can link the same Work Item to multiple Recommendations.

When the Recommendation, Insight, Anomaly, or Alert has Dimensions or tags, CloudZero lists them in a CloudZero context section at the end of the description in the create form. You can edit or delete it before you create the Work Item. To also fill Jira fields with this data, see Fill Work Item fields with CloudZero data.

A Monitors Alert and its linked Work Item keep their statuses in sync in both directions. Changing the Alert's status in CloudZero moves the Work Item to the matching Jira status, and changing the Work Item's status in Jira updates the Alert's status. The most recent change on either side wins. To choose which Jira statuses match each CloudZero status, go to Settings > App Integrations, select Settings on the Jira integration, and update the Status Mapping section. For how each Alert status corresponds to a Work Item status, see Track an Alert in Jira.

Create Jira Work Item from a Recommendation

To create a Jira Work Item from a Recommendation:

1. Navigate to the Optimize page in the CloudZero app.

2. Open the Recommendations tab.

3. Select one or more Recommendations.

4. In the right panel, select Create Jira Work Item.

5. Review any notification that opens about existing connections to a Jira Work Item.

6. When the form opens to create a Work Item, complete the form and select Create. If the form includes a Team Name field, enter the Team UUID from your Jira team page URL.

7. After you create a Work Item, select the Recommendation and look for the link to the Work Item on the bottom of the panel. Select the Work Item link to view it in Jira.

Create Jira Work Item from an Anomaly

1. Navigate to the Anomalies page in the CloudZero app.
2. Select any one Anomaly.
3. At the bottom right of the Anomaly detail panel that opens, review any Jira Work Item already created or select Create.
4. When the form opens to create a Work Item, complete the form and select Create. If the form includes a Team Name field, enter the Team UUID from your Jira team page URL.

Create Jira Work Item from a Monitors Alert

1. Navigate to the Monitors page in the CloudZero app.
2. Open the Alerts tab.
3. Select an Alert.
4. In the footer of the Alert details flyout, select Create Work Item.
5. CloudZero pre-fills the title and description from the Alert. Edit the form as needed and select Create. If the form includes a Team Name field, enter the Team UUID from your Jira team page URL.
6. After you create a Work Item, the flyout footer shows its key, status, and a link to open it in Jira.

For details on Alerts and how the linked Work Item's status stays in sync, see Track an Alert in Jira.

Fill Work Item fields with CloudZero data

Work Items you create from CloudZero can arrive with Jira text fields already filled in with CloudZero data: any cost category your organization defines (called a Dimension), any tag, or a built-in Dimension such as the cloud account, service, or region. For each project and work type, you choose which Jira field each one fills.

You can map any Jira text field except Summary and Description. CloudZero already fills those from the create form, and the description can include the CloudZero context section. CloudZero can't fill any other type of field.

Map Dimensions to Jira fields

To set up field mapping, you need permission to manage app integrations. See Users & Permissions.

1. Navigate to Settings > App Integrations and select Settings on the Jira integration.

2. In the Field Mapping section, select Add Field Mapping.

3. Select the Project and Work type the mapping applies to.

4. Select a field under Jira field, then select the Dimension or tag that fills it under CloudZero dimension.

5. To fill another field, select Add Field and repeat step 4.

6. Select Save Changes.

From then on, Work Items you create from CloudZero in that project and work type have the mapped fields filled. Work Items that already exist don't change. If a Recommendation, Insight, Anomaly, or Alert has no value for a mapped Dimension, CloudZero leaves that field empty. Recommendations carry built-in Dimensions and the custom Dimensions turned on for Optimize in your organization. To turn on more, contact your account manager.

To change a mapping later, return to the Field Mapping section. Remove a single field with the delete icon on its row, or select Remove to delete every mapping for that project and work type. Then select Save Changes.

Review filled fields before you create

When you create a Work Item in a mapped project and work type, the form lists the fields CloudZero fills under Filled by CloudZero. You can edit or remove any value.

How CloudZero writes values

CloudZero writes up to 255 characters to a Short text field and up to 1,024 characters to other text fields. When a Dimension has more than one value, the field gets a comma-separated list of up to 25 of them, for example Platform, Data Science. If they don't all fit, the list ends with the number left out, for example Platform, Data Science +3 more. A single value that's too long is cut off and ends with ….

Unlink Jira Work Item

To unlink a Work Item from a Recommendation or Anomaly, navigate to its detail and select Unlink in the Integrations section. To unlink a Work Item from a Monitors Alert, select Unlink next to the Work Item in the Alert details flyout. In either case, the Work Item remains in Jira but is no longer displayed in CloudZero. You can then link a new Work Item if needed.

Required Jira access scopes

During setup, you grant CloudZero the following access scopes in Jira. CloudZero does not request the delete scope and cannot delete Work Items.