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Set an exclusion rule in your 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 project-level roadmaps in Jira.


An exclusion rule is a great way to refine and focus your plan to only include the information relevant to your projects. You can exclude issues from your plan based on any of the following criteria:

  • issue type

  • issue status, or

  • the release to which it’s assigned

  • the date it was completed

When excluding issues based on when they were completed, it’s important to note that your plan defines completed issues in a different way than the rest of Jira. Learn more about how completed issues are defined in your plan.

Exclusion rules only apply to issues from company-managed projects. Learn more about exclusion rules in team-managed projects.

You can add an exclusion rule at any time to your plan. When creating a new plan, use the Refine issues displayed section to exclude issues.

Learn how to add an exclusion rule to Advanced Roadmap issue sources in Jira Software Cloud

To add an exclusion rule in an issue source in an existing plan:

  1. Select Plan settings from the left side navigation.

  2. Select Exclusion rules from the menu on the left.

  3. Use the fields to dictate which issues are to be excluded from your plan.


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