Plan your work

Planning a project requires more than just tracking when tasks are due. Advanced Roadmaps includes powerful tools to help you balance work across your teams, schedule issues in your plan, and share your vision with outside stakeholders. In this section, we’ll cover the tools that are at your disposal in Advanced Roadmaps.

At the top of every plan in Advanced Roadmaps, you’ll see this header:

1. Plan settings

The  takes you to the settings menu where you can configure plan settings, add issue sources to your plan, and delete a plan.

2. Manage information in your plan

In the dropdown menu next to your plan name, you’ll find all of the different aspects of your plan that you can view, as shown below:

  • The Roadmap views section is where you can construct your plan, create and schedule issues, and manage team capacityYou can also switch between views of your plan using this menu, including preconfigured views and any custom views you've created. 

  • The Teams view is where you’ll find more information about the teams and team members working across the issues in your plan. See the Teams page to learn how to create and manage teams in Advanced Roadmaps.

  • The Releases view lets you configure and manage the releases associated with your plan. See the Releases page to learn how to create and manage teams in Advanced Roadmaps.

  • The Dependencies Report view is a visual map of issues that are linked and must be completed in a specific order. Visit the Dependencies page to learn more about managing dependencies in your plan. See the Monitor dependencies and the Dependency report pages to learn more about viewing dependencies in your plan. 

3. Schedule issues and share your plan

In the right side of the menu, you’ll find four essential buttons: x warnings, Auto-schedule, Share as, and Review changes.

When scheduling issues, Advanced Roadmaps will alert you to any misaligned dates in your plan or issues that require your attention via the x warnings button. The most common warning is for misaligned dates, though there are several other causes as well. The Warnings page goes into greater detail about what causes warnings and how to resolve them.

Advanced Roadmaps also comes with an Auto-schedule function that automatically creates a plan based on issue details that it imports from your selected issue sources. It can automatically create plans based on sprint assignments, scheduled releases, dependencies, dates, and more. To learn more about the auto-schedule function, visit the Auto-schedule page.

When you’re ready to share your plan, use the Share as button. In the modal that opens, you can choose ti to add your plan to a Confluence page, send a read-only view of your plan, and export your data to a .csv file. See Share and export plan data for more information.

Once you’ve created your perfect plan, select the Review changes button to save your changes to Jira Software issues. Advanced Roadmaps is a sandbox environment that won’t save your changes until you tell it to do so. You can also select changes to discard. See Save changes to Jira Software for more information.

Last modified on Jul 16, 2021

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