Using the scope view

This page discusses the usage of Portfolio for Jira live plans (any version from 2.0 to 2.27). If you're using the redesigned planning interface, see this page instead.

The search and filtering controls in the plan view allow you to quickly narrow the plan content and timeline to selected items, releases, and teams. 

Filter nameDescription

Epic

Allows you to change the hierarchy level shown in the scope.
ProjectFilter by projects that work items originated from.
ReleasesFilter by the releases that work items were assigned to.
TeamsFilter by the teams that work items were assigned to.
Contains textFilter by work item title text. Parents of matched items will also be displayed.
Status

Filter by Jira issue status. Open issues can be displayed, or both open and closed issues.

  1. Go to More > Status and open Open and completed issues.
  2. Choose whether you want to see open and completed issues or only open issues.
Completion date

When it's not set, it will show all completed issues from the last 30 days.

  1. Go to More > Completion date.
  2. Select which filtering time frame you'd like to use for completed issues.
Schedule range
  1. It filters the backlog and scheduling view to only show issues that are scheduled within the selected time period as well as baseline ones. This option also lets you filter by unestimated items.
  2. Go to More > Completion date and open Schedule range:
  3. Select the schedule's range you want to filter by.
ThemesFilter the timeline by theme.

For the projects, releases and date range, the filter considers values chosen by the user as well as values calculated by the algorithm.

Example:

If you manually assign issue 01 to Team A and the algorithm automatically assigned issue 02 to Team A; filtering by Team A would return both issue 01 and issue 02.

Related topics

Last modified on Oct 18, 2019

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