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Create a new 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.

To create a new plan:

  1. From the navigation at the top of the page, go to Plans > + Create plan to open the plan creation tool.

  2. Enter these details:

    1. Plan name - This will help your team identify the plan.

    2. Access - Select Private or Open. By default, access is set to Open.

    3. Issue sources - Choose which projects and boards, and filters you want to import from Jira Software. These will form the plan’s scope. Learn more about issue sources on the Add and change issue sources page

    4. Optional - Select Set exclusion rules to refine the displayed issues. This step isn't required, but helps you refine your plan. Once you’ve set your exclusion rules, use Back to create plan in the upper left corner of the modal. Keep in mind that there are limits on the number of issues that you can include in your plan.

  3. When you're satisfied with your plan, select Create.

If your plan uses team-managed projects, there’s some limitations that might effect how you plan. Learn more about the limitations of team-managed projects in plans.

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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