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Preconfigured views in your 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.

Your plan comes with four preconfigured views that focus on different aspects of your plan. Switch between these views using the view selector dropdown menu next to your plan name:

The preconfigured views that come with Advanced Roadmaps for Jira Software Cloud

When you change a view setting while looking at a preconfigured view, an EDITED lozenge will appear in the Views menu to indicate that this view has been modified but not saved. You can save your changes to this preconfigured view using the Save this view button.

Basic view

Basic view is the default view for new plans.

The Basic Preconfigured view in Advanced Roadmaps for Jira Software Cloud

How to read this view:

  1. Columns: Start date and due date fields and status

  2. Hierarchy levels set from highest to lowest, per hierarchy configuration

  3. Issues sorted by ranking

  4. Issues colored by status

  5. Timeframe set to Months

Sprint capacity management view

The Sprint capacity management view shows capacity across issues in a plan so you can optimize sprints or iterations.

The Sprint Capacity Management Preconfigured view in Advanced Roadmaps for Jira Software Cloud

How to read this view:

  1. Columns: Priority, sprint, story points (estimates), team (collapsed), and release (collapsed)

  2. Hierarchy levels set to Story and issues filtered by All future sprints

  3. Issues grouped by teams with capacity showing in the timeline

  4. Issues sorted by ranking

  5. Issues colored by status

  6. Timeframe set to Months

Top-level planning view

The top-level planning view gives you a high-level view of how work is progressing by showing issues from highest to lowest hierarchy level. You can also see issues in their hierarchical relationship with each other.

The Top-level Management Preconfigured view in Advanced Roadmaps for Jira Software Cloud

How to read this view:

  1. Columns: Progress (issue count), start and due date, release, and component

  2. Hierarchy level set from the highest level to story level, per hierarchy configuration

  3. Issues grouped by projects

  4. Issues sorted by ranking

  5. Issues colored by teams

  6. Timeframe set to Quarters

Dependency management view

This view focuses only on issues that have dependencies in a plan so you quickly see which ones are blocking the progress of others.

In the screenshot below, some issues don’t match the view’s filters so they appear grayed out in the timeline.

The Dependency managemetn Preconfigured view in Advanced Roadmaps for Jira Software Cloud

How to read this view:

  1. Columns: Dependencies (incoming and outgoing), prioritystart and due date, and team

  2. Hierarchy set from epic to sub-task and filtered by Issues with dependencies

  3. Issues sorted by ranking

  4. Issues colored by status

  5. Timeframe set to Quarters

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