Getting Started with Farline AI for Atlassian
Install Farline AI for Atlassian and create your first forecast scenario, from fresh install to Gantt chart.
This guide takes you from installation to your first forecast scenario.
Prerequisites
- A Jira Cloud site
- Jira site admin access to install the app (regular project members can use it once installed)
Step 1: Install the App
During beta, installation is via a direct link shared by the Farline AI team. When you open the link:
- You'll be directed to the Atlassian Marketplace app install screen
- Review the permissions the app requests (see Permissions Explained below)
- Click Install — the app is applied to your entire Jira site
The app does not require per-user setup. Once the site admin installs it, every project member can access it immediately.
Step 2: Open the App in a Jira Project
- Navigate to any Jira project on your site
- Look for the Farline AI tab in the project navigation bar at the top of the page
- Click it to open the app
If you don't see the tab, check with your Jira site admin to confirm the app is installed.
Step 3: Create Your First Project Plan
When you open Farline AI in a Jira project, click New Project Plan. You have two starting points:
Option 1: Import from Jira Epics (Recommended)
- Click Import from Jira Epics
- Use the Mapping tab to choose which Jira fields represent size, workstream, and dates
- Select the epics you want to bring into Farline AI
- Create the project plan from those epics
This is the fastest path when you already have epics in Jira and want a forecast-ready definition immediately.
Option 2: Create an Empty Project Plan
- Click Create Empty Project Plan
- Enter a project plan name
- Open the plan and use the AI Builder or Advanced Editor tab to define the work
See The AI Project Builder for a full walkthrough of the AI-assisted path.
Step 4: Generate Your First Forecast
Imported plans open with a forecast-ready definition. Empty plans open as a blank shell, and you can build the plan in the AI Builder tab by describing the project in natural language.
Once the definition is valid, Farline AI shows the result across these tabs:
- Forecast Results for the schedule output
- Charts for Gantt-style visualisations and exports
- AI Insights for scenario comparison and recommendations
Step 5: Explore and Compare Scenarios
Try changing assumptions to see how they affect delivery:
- Duplicate an existing scenario in the Advanced Editor or ask the AI Builder to copy one with a new assumption
- Change the team size, dates, or scope
- Review the results in Forecast Results, Charts, or AI Insights
See Scenario Forecasting for more detail.
Permissions Explained
When the site admin installs the app, Atlassian displays the permissions it requests. Here's what each permission is used for:
| Permission | Why it's needed |
|---|---|
| Read Jira work items | Imports existing epics into a project plan and lets the AI Builder read Jira context |
| Write Jira work items | Updates mapped Jira fields during sync and can create new Jira epics for manual work items |
| Read Confluence pages | Lets you select a Confluence page to export to |
| Write Confluence pages | Creates or updates a Confluence page with your forecast export |
All data remains inside Atlassian's Forge platform. See our Privacy Policy for full details.
Next Steps
- AI Project Builder — learn how the AI generates project plans
- Scenario Forecasting — understand forecast scenarios and Gantt charts
- Syncing with Jira — push forecast dates back to your Jira epics
- Exporting Your Forecast — download or share your Gantt chart