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Create a new plan

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

We have a separate section for documentation about the project timeline that’s included in Jira. Go to the documentation for the project timeline in Jira.

 

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

We’re building out more support for team-managed projects. Read 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. These will form the plan’s scope. Find out how to add or change issue sources.

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

To trim down the number of issues in your plan, you can set exclusion rules that exclude issues based on their age, their status, issue type, and whether they belong to a specific release. Read more about how to exclude issues from your plan.

If your plan uses team-managed projects, there’s some limitations that might effect how you plan. Read 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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