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What is the summary view of your plan?

This page refers to the advanced planning features that 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.

This feature is currently rolling out to cloud customers. Your site may not reflect these changes, or you might not see it in your site just yet.

To view your plans summary, select Summary from the left navigation in your plan.

The Summary view shows key insights to help monitor progress and health of your plans within a specific date range. Only issues that fall within the selected date range show in the widgets. You can change this date range using the selector on the upper right of the page.

Currently, the summary view includes four widgets:

Issue progress

Issue progress is the classic way to monitor progress in your plan, similar to that found on the backlog and board. However, on the Summary page it tracks progress of issues across your plan. You can filter by issue status as well as hierarchy level.

The issue progress widget shows the rolled-up dates of child issues instead of manually set start or end dates to reflect the real state of your plan.

Learn more about what rollups are and how they work.

Key dependencies

The Key dependencies widget highlights dependencies with the largest impact in your plan, broken down into three categories:

  • Overdue issues (in red)

  • A chain of dependencies (in yellow) and

  • Future dependencies (in blue)

As of right now, this widget only tracks issues that use the Blocks issue link type.

Team progress

A close cousin of the Issue progress widget, the Team Progress section shows issue progress based on teams in your plan. It only counts issues that are assigned to teams included in your plan; external teams won’t show in this widget.

Team capacity

Lastly, we have the Team capacity widget. This allows you to view the capacity information of the active sprint for any team included in your plan; external teams won’t show in this widget.

Additional Help