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Add or change issue sources in a plan

This page refers to the advanced planning features that are only available as part of Jira Software Cloud Premium and Enterprise.

We have a separate section for documentation about the project timeline that’s included in all Jira Software projects. Go to the documentation for project-level roadmaps in Jira Software.

You can now include issues from team-managed projects in your plans!

We’re building out more support for team-managed projects. Learn more about what functionality is available in our docs.

As we release improvements to team-managed project support, we’ll post updates on the feature request ticket. View the feature request ticket.

In order to create and maintain an accurate plan, you must first tell your plan where to find your issues in Jira Software. your plan 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. Select Plan settings from the left side navigation.

  2. Select Issue sources. You can select a projectboard, or filter as the source of issues for your plan. If you’re adding a new issue source to a pre-existing plan, you’ll need to manually associate the team with the issue source to use capacity planning. Learn how to associate a team with an issue source.

When searching for a filter:

  • your plan shows all results that contain your query. To search for a specific phrase, put quotes around your query.

  • add + between your search queries to include multiple filters

Once added to your plan, you can set an exclusion rule to remove issues based on certain criteria. Learn more about exclusion rules and how to set them.

If you intend to use the capacity planning feature of your plan, we recommend using boards as your issue source. A board includes all of the work assigned to a team as well as their backlog to give you a complete picture of their workload. As you plan future sprints for that team, your plan takes that pre-assigned work into account and prevents you from exceeding their available capacity.

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