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Add, change, or edit issue sources in a plan

In order to create and maintain an accurate plan, you must first tell Advanced Roadmaps where to find your issues in Jira Software. Advanced Roadmaps refers to this as an issue source.

An issue source is first defined while creating a new plan, though you can change or add another after plan creation.

To add or change the issue sources of your plan:

  1. From the Roadmap view, navigate to settings using the  next to your plan name > Configure.

  2. Select Issue sources. You can select a projectboard, or filter as the source of issues for your plan.

Exclusion rules

You can also exclude issues from your plan based on any of the following rules:

  • the date it was completed

  • issue type

  • issue status, or

  • the release to which it’s assigned

To set an exclusion rule:

  1. From the Roadmap view, navigate to settings using the  next to your plan name > Configure.

  2. Select Exclusion rules from the menu on the left.

  3. Use the fields to tell Advanced Roadmaps which issues to exclude from your plan.

Additional Help