Removing issues
Depending on the situation, there are several methods that you can use to remove issues from a plan. Once you've removed issues from a plan, you'll need the Portfolio for Jira user permission so that you can save these removal changes to Jira.
Note that you cannot delete issues directly from a plan, if these issues have already been saved in Jira. You'll need to delete the issue from Jira, and to do this, you'll need the 'delete issue' project permission.
Removing issues from the scope table
- This works for issues that are already saved in Jira, which means the issues already exist in your Jira instance. When you do this, the issues are removed from the plan, but still exist in Jira.
- This also works for issues you've created in your plan, that have not been saved in Jira yet. By doing this, the issues will be deleted from your plan.
Sample plan, with issues selected for removal
To remove issues from the scope table:
- In the scope section of the plan, click the checkboxes of the issues you want to remove.
- Click the Bulk actions menu > Remove from plan.
- Save the changes by doing the following:
- Click Review changes. The 'Review changes' dialog will display, with all changes selected by default.
- Click Save selected changes in Jira.
Discarding issues created in a plan
This only works for issues you've created in your plan, that have not been saved in Jira yet. By doing this, the issues will be deleted from your plan.
To discard issues created in a plan:
- After making changes in the roadmap view of your plan, click Review changes. The 'Review changes' dialog will display.
- Click the checkboxes of the issues you want to remove.
- Click Discard selected changes.
Removing issues from the plan scope
This only works for issues that have already been saved in Jira, which means the issues already exist in your Jira instance.
Confirming the scope of a plan, in the 'Create plan' wizard
To remove issues from the scope of a plan:
- In your plan, click settings (
) > Configure > Issue sources. - Click Edit sources. This will display the 'Create plan' wizard.
- Follow the steps of the wizard until you reach the last step, where you're confirming the scope of your plan.
- In this step, clear the checkboxes of the issues you want to remove.
- Click Done.