JIRA Plans Export

[Carolyn Harris]

Hi Atlassian team,

We actively use Jira Plans (Advanced Roadmaps) to manage cross-squad delivery and portfolio planning.

We’ve run into several limitations with the current export functionality that are impacting our ability to use Plans effectively.

Current limitations

From the Export options in Plans, we understand that:

• CSV export only includes currently visible data based on filters / view settings
• PNG export is limited to a static image of the timeline
• There is no structured export that preserves:
  • Hierarchy (Initiative → Epic → Story)
  • Dependencies
  • Timeline relationships
  • Scenario planning views

This creates challenges for:

• Executive reporting
• Sharing structured roadmap data across tools
• Feeding roadmap data into analytics or AI workflows
• Manual clean up work to put into AI.

Requested enhancements

Improved timeline export experience

• Ability to export
  • Customisable export views (grouping, swimlanes, filters preserved)

AI / integration capability (key opportunity)

We are increasingly exploring AI tools (e.g. Claude, Rovo, Copilot-style integrations), and see strong potential if Plans data can be accessed more easily.

Specifically:

• API access or connector support for:
  • Atlassian Rovo
  • External AI tools (e.g. Claude, OpenAI)
• Ability to:
  • Query roadmap data conversationally
  • Generate summaries, risks, and delivery insights
  • Identify dependency bottlenecks across squads
• Export or webhook capability to feed Plans data into:
  • BI tools
  • AI copilots for delivery planning

Why this matters

For our organisation, Plans is the source of truth for planning before PI Planning, but:

• Export limitations prevent us from using it effectively
• We have to duplicate effort in spreadsheets then and Miro
• We can’t leverage emerging AI capabilities on roadmap data

Improving export and integration capabilities would significantly increase:

• Adoption of Advanced Roadmaps
• Efficiency of delivery reporting
• Value of Atlassian’s AI ecosystem (including Rovo)

[Joshua Brock _ Seibert Group_ GmbH]

Hi @Carolyn Harris and welcome to the Community!

You've diagnosed this spot on in that there's no native Plans export today that preserves a structured, scenario-aware view.

CSV only returns what your current filters and view settings expose, and PNG is a flat snapshot of the timeline. So the structured hierarchy/dependencies/scenario export you're describing is genuinely a feature gap, and the fastest way to push on it is the "Give feedback" button inside Plans plus voting on the existing suggestions over on jira.atlassian.com rather than filing a fresh one.

For what you need right now, though, you can usually skip the Plans export entirely, because the structure already lives in the underlying issues:

• Hierarchy (Initiative → Epic → Story) is the parent links
• Dependencies are the issue links
• The schedule is the start/due/target date fields

All of that is queryable through the Jira REST API with JQL, which gives you clean JSON you can feed straight into reporting, analytics, or an AI workflow, without the visual constraints of the timeline export. That's the most reliable path until Atlassian ships a richer export.

If your team is heading toward Scaled Agile and this reporting pain is really about portfolio-level structure (not just a one-off export), it may be worth looking at a SAFe-grade layer on top of Jira. In my full disclosure below, I work on Agile Hive, which is built for exactly this:

• Enforces the full Portfolio → Solution → ART → Team hierarchy in the data model, so the structure you want to export is maintained natively rather than reconstructed
• Keeps Planning Interval (PI) execution, dependencies, and ROAM risks as real Jira data, not a separate snapshot
• Lean Portfolio Management, such as funded epics, prioritization, and strategy-to-delivery traceability, is right inside Jira
• Executive dashboards and audit-ready governance that read from that same live data, so portfolio reporting doesn't depend on a manual export step
• Stays entirely inside Jira, there's no second system of record and no sync to reconcile

You can read more at https://www.agile-hive.com, and there's a free trial on the Atlassian Marketplace if you want to see how the structure carries through.

And that disclosure is that I work as a Content Writer and representative here in the US for Seibert Group, the team behind Agile Hive.

Hope this helps, and again, welcome!


Joshua
Content Writer & US Representative
Agile Hive and Aura Apps (products of Seibert Group GmbH)

[Germán Morales _ Hiera]

Hi @Carolyn Harris , you're right that the Plans CSV and PNG don't give you a structured, scenario-aware export, and there's no native one today, so that specific ask is a feature request. The place that reaches the team is the Give feedback button inside Plans, and it's worth searching jira.atlassian.com for the existing Plans export suggestions to vote on rather than starting cold.

For most of what you actually need now, though, skip the Plans export. The structure you want lives in the underlying issues: hierarchy is the parent links, dependencies are issue links, and the schedule is the date fields, all of it queryable through the Jira REST API and JQL, with none of the visible-rows-only limit the CSV has. That is your clean feed for BI.

And the AI part is mostly here already: the Atlassian Rovo MCP Server is GA and connects Claude, ChatGPT and Rovo straight to your Jira data, so you can query it conversationally and have it summarise risks and dependency bottlenecks without the spreadsheet cleanup. The Plans-view-native export, with scenarios and swimlanes preserved, is the real gap to push for.