Plans: Summary

[Clayton]

Hi

An issue I am facing using the summary view in Plans is that it only shows issues based on the date range, so it considers items that have dates maintained or are added to a sprint. However, this does not account for teams who:
- Use Kanban
- use Sprint but items in the backlog and not assigned to a sprint.

The summary view shows data, such as a status overview, but it's not accurate if it does not include all the issues. 

For reference, we use plans to track larger Initiatives that sit above the EPics so we would want all data to be considered.

Am I missing something? 

Thanks for any help

[Septa Cahyadiputra]

Hi @Clayton

May I know the source of your plan to better understand the issue on your end? Screenshot of the result that you have and the expected result from your point of view would give us a better understanding of your issue as well.

Plan should include everything in the summary, especially the status overview, although it ask you to choose by the different hierarchy available. For example story, epic, initiatives.

You could configure the source of your plan to include a project instead of specific board(s) which may exclude some of the boards in the project.

• https://support.atlassian.com/jira-software-cloud/docs/add-or-change-issue-sources-in-a-plan/

Hope it helps.

regards,
Septa Cahyadiputra

[Clayton]

Hi @Sep

The issues are included in the plan as I can see them on the timeline view, however, they are not included when I look at the 'Summary' view as the issues don't have a start and end date and the summary view wants a start and end date.

That make sense?

Thanks

[James Chan]

Same happen to me, I need to manually to a 'due date' at task level, despite it already has a sprint allocated