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What is the summary view of 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 Jira Software. Go to the documentation for project-level roadmaps in Jira.

 

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 at the top of the page.

To view your plan's summary, select Summary from your plan navigation, then choose the date range you’d like to view. By default, the Summary page shows information for a six week window: two weeks in the past and four weeks into the future from the current date.

At the top of the Summary page are four overview cards:

  • unassigned issues

  • high priority issues

  • overdue issues

  • blocked issues

Select any one of these to see the issues on your timeline.

Beneath these, you’ll find widgets that dig deeper into the health of your plan.

Status overview

The Status overview widget shows issues in your plan within the date range based on their status category.

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

Read more about rollups and how they work

Issue progress

Issue progress shows progress of specific high-level issues in your plan. You can filter by issue status as well as hierarchy level.

As with the status overview widget, Issue progress also rolls up values reflect the real state of your plan.

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. Read more about how dependencies work in plans

Team capacity

Lastly, we have the Team capacity widget. This allows you to view the capacity information of sprints for any scrum or kanban team included in your plan. External teams won’t show in this widget.

In order to see this information, you’ll need to have capacity planning enabled on your plan. View the instructions for tracking capacity in your plan

Additional Help