View your plan

In this section, we’ll explain how to read your Roadmap tab, how to customize the data shown on your timeline, and ways to get deeper insights into your plan.

Starting on the left, and moving counterclockwise:

1. View settings

The View settings menu lets you customize how issues and related information are displayed on your timeline. In this menu, you can do the following:

2. View selector

Use this menu to switch between the four preconfigured views that come with Advanced Roadmaps: basic view, sprint capacity management view, top-level management view, and dependency management view. You can also modify each view to show or hide information relevant to your plan.

3. Timeframe settings

You can choose the length of time you want your roadmap to cover using the timeframe dropdown menu. Choose from 3 months (3M), one year (1Y), or Fit which will adjust the timeframe to fit all scheduled work into view.

Advanced Roadmaps also gives you the option to set your own timeframe. When you select Custom, you can choose to either set Fixed dates to show a specific range, or Relative to show a rolling period of time that is relative to the current date (for example the past 2 weeks, the next 3 months).

4. Releases on your timeline

Those who have set up releases can track their progress against them from the timeline. The red and green icons above your timeline indicate whether a release is on or off track. Learn more about monitoring releases.

5. Schedule bars

A schedule bar shows the duration of issues that have been scheduled. A striped bar indicates that one or both dates are being automatically inferred using the roll-up values setting. A schedule bar that fades out indicates a partial roll-up. See the Roll up values to parent issues to learn more.

6. Fields

Columns in the Fields section display the original issue data in Jira Software. By default, newly created plans include columns for target starttarget end, and status. You can add columns for values that are already configured in your plan via the Fields dropdown menu to create a custom view, or use one of the preconfigured views that comes with Advanced Roadmaps.

To learn more about these fields and how to customize the information shown in your plan, see our page about Issue details.

7. Filters

Use the Filters menu to find specific issues relevant to you. You can filter issues by teams, project, assignees, and more. Learn more about how to filter issues.

8. Set hierarchy range

Select the highest-to-lowest hierarchy levels that you want to include in your plan. Learn more about configuring hierarchy levels.

9. Expand and collapse issues

An arrow (>) in front of an issue indicates it contains child issues. Select the arrow to expand collapsed rows and and view the child issues. Use the Issue dropdown menu to expand or collapse all issues. This will only show you issues within your hierarchy range, as defined above.

If an issue is marked as Done in Jira Software but doesn’t have a resolution set, it won’t be visible in the plan.

10. Issues without parents

Issues without parents will be placed under x issues without parent. Select the arrow (>) to expand the collapsed rows.

11. Full-screen mode

If you want to see more of your timeline, use the arrow icon in the lower right corner of your timeline to enter fullscreen mode, as shown in the picture above. This will hide the header of your plan, which is useful for those on small screens or for those who are presenting their roadmap.

Plan with header

Same plan in fullscreen mode

Use the same button to exit fullscreen mode.

Last modified on May 11, 2021

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