Creating your plans

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  1. Preparing your planning environment
  2. Creating your plans
  3. Managing your teams
  4. Managing your releases
  5. Working with your plans
  6. Customizing your plans
  7. Sharing your plans

Before you begin

Depending on how your organization is structured, the content on this page is meant for Advanced Roadmaps admins and plan owners.

We've prepared this getting started guide to help you set your teams up for success.

The guide discusses the typical end-to-end path that users and administrators may find themselves taking part in when using features of Advanced Roadmaps. You'll also find high-level content on concepts, as well as some recommendations and optional steps you can consider, as you flesh out your plans.

Creating plans

The content on this page is written with the assumption that you've already performed the following tasks:

  • Figured out the issue sources to use in your plans.
  • Created the issue types and hierarchy levels, to map your plans to the work of your teams.
  • Defined the dependencies needed when planning work for your teams.
  • Ensured that important issue details are surfacing across your plans and Jira Software.

See Preparing your planning environment if you haven't completed any of these tasks.

Types of plans

Advanced Roadmaps has two types of plans that you can use:

  • Plans with the improved planning interface
  • Live plans (legacy)

Plans with the improved planning interface

In the improved interface, you can manually schedule issues by dragging and dropping them in the timeline of your plan. This is handy for when you're in the early stages of high-level planning.

As work becomes clearer over time, and issues are already estimated and assigned to relevant sprints and releases, you can then choose to use the automatic scheduling feature of the improved interface. You then have the option to accept these changes or not, which is significantly different from live plans where any schedule changes are automatically implemented in the plan.

If this method of planning work suits you, we recommend you use the improved interface.Sample plan with the improved interface

Live plans (legacy)

In live plans, work is scheduled using the automatic scheduling feature of the plan. In this type of plan, you cannot manually drag and drop issues in the timeline to schedule them. Advanced Roadmaps will automatically create a schedule of all the work in a plan, based on several scheduling factors. Advanced Roadmaps will also automatically assign teams to issues, as well as take dependencies and priorities into account.

If this method of planning work suits you, we recommend you use live plans.

Note that live plans aren't the default type of plan being used in Advanced Roadmaps. If you prefer the automatic scheduling feature of live plans, you'll need to disable the improved interface of each plan first.

Sample live plan

Creating a plan

There are loading limits to take note of when using plans. Loading limits restrict the number of issues that can be loaded into a plan, thereby preventing the schedule of a plan from becoming too large to process.

If a plan becomes too large, this can cause Jira Software to time out. To prevent this, you can consider creating multiple plans and spreading the work across these plans, or you can remove certain issues from the issue sources that you've connected to the plan.

Note the following loading limits in a plan:

  • Absolute issue limit: The number of issues you can load into a plan, which is 5000.
  • Project limit: The number of projects you can load into a plan, which is 100. This limit only applies when you're creating a plan; you will not be able to create a plan if the total number of projects in the plan exceeds 100.
  • Team limit: The number of teams you can access via shared team settings. The limit for the number of teams that a plan can directly display is 50. If you have more than 50 teams, some teams won't be displayed directly in the shared team settings page. To find teams that are not displaying, enter the team name in the search box.

Creating a plan with the improved interface

ROLLING OUT This feature is being gradually rolled out and may not be on your site just yet.

To create a new plan:

  1. From the global navigation in Jira, go to Plans > Create plan.

  2. Enter these details:

    1. Plan name — This will help your team identify the plan.

    2. Access — Select Private or Open. By default, access is set to Open.

    3. Issue sources: Connect to classic projects and boards, and filters in Jira Software. These will form the plan’s scope. Learn more about issue sources.

  3. Select Create to use these issue sources, or select Set exclusion rules to refine the displayed issues. You can set rules for:

    • Completed issues — Enter the number of days completed issues will be displayed in the plan.

    • Issue types

    • Issue statuses

    • Releases

  4. Select Back to create plan > Create.

Don’t see this new feature on your site yet?
  1. In Advanced Roadmaps, click PlansCreate plan.
  2. Give your plan a name.
  3. Select one of the privacy options from the privacy dropdown:
    • No restrictions – All users can view and access the plan
    • Private – Only the creator of the plan can view, access, and edit the plan
    If you select private, only you can view, access, and edit the plan. No other user can view or even search for the plan, including Jira administrators and system administrators. You can change the privacy option as necessary.
  4. Click Next.
  5. Choose the issue sources (boards, projects, filters) that you want to use for your plan.
    • Out of the three (3) issue sources, we recommend that you use Scrum boards. This gives you the ability to manage sprints from those boards, plan the capacity of future sprints, and assign issues to sprints — all directly from your plan.
    • If you choose a Scrum board as one of the issue sources in your plan, you'll also be asked to choose how you want to estimate your issues. We recommend that you use story points.
    • See What is a plan to know more about issue sources.
  6. Click Next.
  7. Choose the releases that are relevant to your work, then click Next.
    You'll only need to choose releases if there are existing releases in Jira that are associated with the selected issue sources. By choosing the relevant releases, the issues assigned to these releases will display in your plan.
  8. You can choose to accept the suggested teams that you want to include in your plan, or you can do either one of the following:
    • Configure the settings of the teams: agile method (Scrum or Kanban) and weekly capacity.
    • Note that for plans that have boards as issue sources, Advanced Roadmaps will suggest the velocity for the team. The suggested velocity will be based on past performance, i.e. if the team previously completed any sprints in the corresponding boards.
    • Delete a team that you don't need to include in your plan, by clicking more () > Delete.
  9. Click Next.

  10. Confirm the issues that you want to include in your plan by selecting the corresponding checkboxes. By default, all the issues are selected. Filter the issues by project, issue source, issue key, or issue summary as needed.
  11. When you've marked all the issues you need, click Done.

Creating a live plan

If you prefer to create a live plan (legacy), see Creating and deleting plans

Last modified on Nov 23, 2020

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