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Jira Automation docs have moved

All content related to Jira Cloud Automation, previously under the Automate your Jira processes and workflows section, have moved to the new Cloud Automation docs.

Go to Cloud Automation documentation | Why did we do this?

Create a new plan in Advanced Roadmaps

This page refers to Advanced Roadmaps, which is a cross-project planning tool only available as part of Jira Software Cloud Premium and Enterprise.

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

 

To create a new plan in Advanced Roadmaps:

  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 Advanced Roadmaps plan.

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

If you intend to use the capacity planning feature of Advanced Roadmaps, 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, Advanced Roadmaps takes that pre-assigned work into account and prevent you from exceeding their available capacity.

 

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