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How do I read my Advanced Roadmaps plan?

This diagram has features grouped together with each one dedicated to a specific type of action. Starting on the top and moving counterclockwise:

How Advanced Roadmaps for Jira Software Cloud displays data in your plan.

1. Manage your views

The section of Advanced Roadmaps for Jira Software cloud that allows you to switch between views of your plan.

The view switching functionality in Advanced Roadmaps lives in the upper left corner of your plan.

The next to your plan name will take you to the Plan settings menu where where you can configure settings specific to your plan. Learn how to change your plan settings.

The middle menu is the Scenarios menu. Use this to navigate between different versions of your plan, if scenarios are enabled in your plan. If you’re not, then this menu won’t be here. Learn more about Scenarios in Advanced Roadmaps.

The menu on the right is your View switching menu, and it contains four sections:

  • Your Roadmap views are where your project plans come to life. In this section, you’ll find different plan configurations, including any custom views you've created. You can add and remove views from this section using the Manage views option. Learn how to save a custom view of your plan.

  • Teams is where you’ll find more information about the teams included in your plan. As you build your plan, you can assign work to these teams or individuals. Learn more about Teams.

  • Releases is where you configure and manage the releases associated with your plan. Learn how to use releases in your plan.

  • The Dependencies Report is a visual map of issues that are linked and must be completed in a specific order. Find out more about the Dependencies report.

2. Modify your view

The View Settings menu in Advanced Roadmaps for Jira Software Cloud.

This area of Advanced Roadmaps is where you apply rules to limit what information is shown on your timeline.

The Filters menu helps you refine your plan and show the issues you want to see. Learn more about how to filter issues on your timeline.

The View settings menu lets you customize how Advanced Roadmaps displays issues and related information on your timeline. This menu lets you:

Once you’ve created the perfect view, save it for quick recall using the Save this view button.

3. Issues in your plan

The Scope Column on a plan in Advanced roadmaps for Jira Software Cloud

In the Issues column, Advanced Roadmaps shows the following, from left to right:

  • issue ranking (if applicable)

  • issue type icon

  • issue key and

  • issue summary

If an issue contains children, select the arrow (>) to expand collapsed rows. Or use the Issue dropdown menu at the top to expand or collapse all issues.

If you create an issue using the + Create issue button, Advanced Roadmaps will place your new issue at the bottom of your current project. If you’ve made a child-level issue (such as a story or subtask), it will be listed under the collapsible x issues without parent heading at the bottom of your timeline until it’s linked to a parent task.

4. Issue values in columns

The Fields Columns in an example Advanced Roadmaps for Jira Software Cloud plan

By default, newly created plans include target starttarget end, and status columns. You can add columns for values that are already configured in your plan via the Fields dropdown menu. Learn how to add and manage columns on the Add, edit, and remove columns in Advanced Roadmaps page.

To change the value of these fields, simply select the value you want to change, then press Enter when you’re done.Advanced Roadmaps adds an orange accent (displayed in the image above) to the corner of any field which has a change that hasn’t been committed to a Jira issue. If you’re planning in a scenario, this accent mark will be the color that you chose to represent it.

5. Timeline schedule bars, dependencies, and releases

The Timeline bars section of a plan in Advanced Roadmaps for Jira Software Cloud.

To the right of the fields columns, you’ll find the timeline bars which represent the expected duration of scheduled issues. The vertical orange line represents the present day on your plan.

The issue bars themselves also hold clues to the structure of your plan. Striped bars indicate that an issue has rolled-up values as discussed above, and the link icons that display on either end of an issue imply that an issue has a dependency attached to it. Learn more about dependencies in the View and manage dependencies in Advanced Roadmaps section.

Advanced Roadmaps also displays health indicators on your timeline of your plan including sprint capacity (not pictured; more information can be found on the Monitor capacity on your Advanced Roadmaps timeline page) and releases that are included in your plan, which show as red and green circles above your timeline. Learn more about releases on the Manage Releases in your Advanced Roadmaps plans section.

6. Timeframe view settings

Timeframe View Settings in Advanced Roadmaps for Jira Software Cloud.

Choose whether you want to show your timeline in WeeksMonthsQuartersYears, or set your own timeframe. When you select Custom range, you can choose to either set Fixed dates to show a specific range, or Relative to show a rolling period of time that is relative to the current date (for example the past 2 weeks, the next 3 months). Select Today to snap back to the present day in your plan.

Use < and > to scroll down your timeline, or scroll using your mouse or trackpad. These functionalities aren’t available when viewing a custom range.

The double-arrow icon takes you to fullscreen mode which hides the header from your plan.

6. Clean up your plan and save changes

Track the health of your plan and view warnings in Advanced Roadmaps for Jira Software Cloud.

When you’re ready to put your plan into motion, use the Review changes button to save the values in your plan back to Jira, overwriting existing values in the process. This will also create issues, teams, and releases that you made from your timeline in your Jira project. Until you do this, every change that you make in Advanced Roadmaps only lives in your plan. Read more about committing your changes back to Jira issues.

If you’re planning in a scenario, Advanced Roadmaps saves the values from the scenario you’re currently viewing.

Warnings in Advanced Roadmaps alert you to any issues that break your plan. For example, if you have a dependency with misaligned dates. Find out more about warnings in the Resolve warnings in Advanced Roadmaps section.

When you’re ready to share your plan with the world (or your coworkers) use the Share as button to embed your page, create a sharable link, or export as a .csv file. Learn more about the ways you can share your Advanced Roadmaps data in the Share and export your Advanced Roadmaps plan section.

Advanced Roadmaps also comes with an Auto-schedule function that automatically creates a plan based on issue details and settings. Learn more about the auto-scheduling function of Advanced Roadmaps on the Auto-schedule issues on your Advanced Roadmaps timeline page.

 

Last modified on Sep 8, 2021
Cached at 3:49 PM on Sep 27, 2021 |

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