Troubleshoot missing work items in your plan
This page refers to the advanced planning features that are only available as part of Jira Cloud Premium and Enterprise.
There are a few reasons why work items in your plan might not show as expected. This page explains how you can search for missing work items, the most common reasons and how to troubleshoot the causes.
Search for missing work items in your plan
The first step to finding why a work item isn’t showing in your plan is to search for it using the Find your work item function.
To find missing work items:
Select Plan settings from the left side navigation.
Choose Find your work item from the side navigation, then enter the missing work item’s entire key. This function doesn’t support partial matches.
If your work item is in your plan, you’ll see a message in a green box. If the work item is still missing from your plan, clear your filters to see if you can find it.
If your work item has been excluded, your plan tells you why you’re not seeing it. With this information in hand, you can now move to solving the problem.
Resolution field isn’t set in the Jira workflow
While Jira refers to a work item’s Resolution field to mark it as complete, your plan refers to a work item’s status. When you’re using a default workflow, the Resolution field is automatically set when a work item is transitioned from the “In Progress” to “Done” status.
If you’re using a custom workflow, this may need to be manually configured. Jira administrators can add a post function on the incoming transition for the status being used to signal a Done work item. Without this post function, completed work items in a custom workflow won’t be displayed in your plan.
Learn how to configure the Resolution field as a post function in your Jira workflow.
Work item isn’t included in the plan’s work sources
Work items in your plan are determined by the work sources. Any work source that’s not included is considered out of scope, and won’t be displayed in the plan. You’ll need to make sure the missing work item is included in a work source for the plan’s scope.
To add or change the work sources of your plan:
Select Plan settings from the left side navigation.
Select Work sources. You can select a project, board, or filter as the source of work items for your plan. If you’re adding a new work source to a pre-existing plan, you’ll need to manually associate the team with the work source to use capacity planning. Find out how to associate a team with a work source.
When searching for a filter:
your plan shows all results that contain your query. To search for a specific phrase, put quotes around your query.
add + between your search queries to include multiple filters
Work item was excluded in the plan’s scope using exclusion rules
When creating a plan, you have the option to exclude work items based on criteria such as:
how long ago the work item was completed (by default, your plan excludes work items completed 30 days ago)
type of work item
the status of the work item
work items assigned to specific releases
Work items that meet these criteria are considered out of scope, and won’t be displayed in your plan. naturally, the way to bring them back in is to adjust your exclusion rules to re-include them.
To change the rule that excludes work items older than 30 days
To adjust the number of completed work item displayed in your plan:
Select Plan settings from the left side navigation.
Select Exclusion rules.
Enter the number of days you’d like completed work items to stay in your plan in the Exclude any completed work items after field. Your plan automatically saves your updates.
By default, your plan excludes work items completed in Jira more than 30 days ago.
To change the rule that excludes work items based on age:
Select Plan settings from the left side navigation.Select Exclusion rules, then adjust the maximum number of days you want Done work items to show on your plan.
To change the rule that excludes work types or work item statuses to your plan:
Select Plan settings from the left side navigation.
Select Exclusion rules, then adjust the Exclude work types or Exclude statuses filters
To add a previously excluded release to your plan:
Select Plan settings from the left side navigation.
Select Exclusion rules and select View releases.
Choose which previously excluded release you’d like to add back to your plan.
Select Include.
Work item is included in archived release
Work items that are part of archived releases will be excluded from your timeline. There are two ways to fix this.
One is to reschedule work items from an archived release to an active one.
Alternatively, you can unarchive the release:
From the Projects dropdown menu, select your project, then Releases from the left side menu.
Using the dropdown menu next to the search bar, include Archived releases in your view.
Lastly, use the menu on the right to Unarchive your release.
Work item was removed from the plan
Planners can remove work items manually from your plan using the bulk actions menu. These work items are removed from the view of your plan, but can be re-added at any time, provided they meet the requirements of the exclusion rules. Read more about how to remove work items from your plan.
To restore work items that were manually deleted:
Select Plan settings from the left side navigation. Then select Removed work items.
Select the work items you want to restore to your plan. You can filter these work items by hierarchy level, or search for a specific work item using the search bar.
When you’re ready, select Re-include to restore the work item in your plan.
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