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Set an exclusion rule 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.

 

An exclusion rule is a great way to refine and focus your plan to only include the information relevant to your projects. You can tell Advanced Roadmaps to 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 Advanced Roadmaps defines completed issues in a different way than the rest of Jira Software. Learn more about how Advanced Roadmaps defines completed issues

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. From the Roadmap view, navigate to settings using the  next to your plan name > Configure.

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

  3. Use the fields to tell Advanced Roadmaps which issues to exclude from your plan.

 

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