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Table of Contents
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Introduction
In Jira it's possible to plan work on a timeline. This feature is called Jira Plans, (previously Advanced Roadmaps) and can be found in the top bar under "Plans".
The template Roadmap Plans looks like this, allowing teams to plan their work per quarter and report out to management easily:
Access
Every logged in Jira software user can view Roadmaps Plans. Only those with specific Jira Advanced Roadmaps Plans access will be able to edit Roadmaps Plans.
If you want to have a Roadmap Plan created for your team, you can request one through a Service Desk ticket. You will then receive a template Roadmap Plan and Jira Advanced Roadmaps Plans edit access.
Template settings
The template filter selects the following data:
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Note: Only if the team is able to set this same filter as their scrum board filter, Roadmaps will unlock Sprint Planning features.
The following data is can be set as excluded in Roadmap Plans configuration:
The Hierarchy for Advanced Roadmaps In plansPlans, project items are grouped into hierarchy levels based on Issue Types.
For YME Jira the following Hierarchy has been setup:
Level 1-3 is used for Portfolio planning:
Level 1: Capabilty Capability (YNSEU)
Level 2: Programme (YPM) , Milestone (YNSEU), Strategy (YPB)
Level 3: Project (YPM) , Feature (YNSEU), Initiative (YPB)
All others levels are used in Jira Software projects.
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The Hierarchy can be manually selected for Teams, the Basic View is Epic to Story level:
The Roadmap Plan allows filtering, where a selection of multiple filters results in an AND statement. So selecting Team (Yamaha Team/ Yamaha Team(s) = Awesome and selecting Assignee = John, means that both statements need to be true.
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Note: the Progress bar will calculate based on underlying items, excluding anything completed longer than 14 XX days ago. The exclusion rules can be found under the Plans Configuration.
Review changes
If you make any changes in Jira Advanced RoadmapsPlans, these are not automatically saved into the Jira database.
You need to Review Changes made in the top right corner, once you are happy with your plan and wish to commit it.
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If you do not Review |
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Changes of your plan the data on your |
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Board will differ from your Plan. Edit Issue Permission for Jira issues in |
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the relevant project is required to be able to save the changes in Jira. |
Creating links
It's possible to drag and drop items, to change the relative rank between items, or to create issue links.
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When you move an Epic underneath a Project, the Parent Link will be created on the Epic (after Reviewing Changes).
Dependency
Dependencies show the relationship between issues in your plan, such as contingencies and blockers.
The following issue link type will be treated as dependencies in plans.
Blocks
Incoming dependency: blocks
Outgoing dependency: is blocked by
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Manage your decencies under the Dependency Management view.
Further reading
Atlassian documentation
Overview
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