Working with plans

If you're using the improved planning interface, this page is for you. If you're using live plans, head to Live plans (legacy).

Before you begin

At the system level, there are limits to how large a plan or project can be. These loading limits prevent a plan from becoming too large for Advanced Roadmaps to process and causing Jira Software to time out. These limits are universal across all plans and are as follows:

  • Absolute issue limit – plans can contain up to 5000 issues
  • Project limit – plans can contain up to 100 projects
  • Hierarchy issue limit – each hierarchy level can display 2000 issues
  • Team limit – a plan can display 50 teams at one time
    • If you have more than 50, some teams won't be displayed in the shared team settings page. You’ll need to enter the team name in the search box to find them.

If you’re struggling to trim your plan to meet these parameters, try creating smaller, more focused plans or read our page on removing issues.

As administrator, you can also set these limits lower, depending on your needs. To change these limits:

  1. Open Settings in Jira Software
  2. Select Products. Underneath Jira Software, you’ll find settings for Advanced Roadmaps
  3. Choose which issues to include in your plans
  4. Select Save changes

Working with plans

Your plan has three views, which let you focus on specific aspects of your plan. These views make it easier for you to monitor the current progress of multiple projects, and ultimately stop potential bottlenecks from happening, by spotting these bottlenecks before they even happen.

Roadmap view

The roadmap view of your plan is where you plan and schedule issues across the projects you're managing, so your teams can know when to work on them accordingly.The roadmap view has three sections:

  • Scope, which displays the issues in the plan according to hierarchy levels. Expand a hierarchy level to see the issues of that level — and for each issue, the issue count (for each row), issue type icon, issue key, and issue summary are displayed. You can also create an issue in this section.
  • Fields, which displays the fields added to a plan as columns. Each column contains the corresponding issue details, as well as the corresponding issue actions.
  • Timeline, which displays issues in schedule bars, and the size of each bar corresponds to its start and end dates. You can schedule these issues by dragging and dropping the bars themselves. You can also adjust the start and end dates by dragging the corresponding end of the bar accordingly.

Teams view

You can add Jira Software users as team members in your plans. For each plan, you can also create new teams, choose the scheduling method for these teams, and assign tasks to these teams.

In this view, you can perform the following tasks:

  • Create, edit, share, and delete private teams
  • Create and edit shared teams, and remove shared teams from a plan
  • Add members to and remove members from private and shared teams
  • Assign teams to the work in your plans
See Managing teams for more information.

Releases view

Advanced Roadmaps can dynamically load Jira Software issues into your plan, and then suggest the releases you can work with for the issues.In this view, you can perform the following tasks:

  • Configure and manage these releases
  • Keep track of the progress of these releases
  • Determine if these releases will be completed on time, as planned

You can choose to create project releases, which are associated to one particular project, or cross-project releases, which give you a higher level view of your work since you can associate multiple projects with a cross-project release.

See Managing releases for more information.

Last modified on Jul 13, 2020

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