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How to Set Up Jira Plan with Specific Epics

Cyril James_leu7ov

Hey Team, I am trying to use the "Plan" feature to run a project. My project would have a short list of Epics pulled in from several data sources in Jira.

My problem is, for every Epic I try to add, all the linked stories are greyed out.

I might not understand the "Plan" functionality which I think is also called Advanced Roadmaps?

Is the "Plan" feature designed to show all Epics from a selected data source.

Thank you!

Accepted answers

Cyril James_leu7ov

Hi Trudy, I created the filter using basic search to pull in the epics but the filter is not showing the associated stories, so the Plan also does not show the stories.

All comments

Trudy P Claspill

Hello @Cyril James

Welcome to the Atlassian community!

When you are viewing your plan, click on Plan Settings and select Configure.

Screen Shot 2023-01-17 at 2.14.12 PM.png

Screen Shot 2023-01-17 at 2.14.41 PM.png

What do you have in each of the Source Date configuration pages?

Screen Shot 2023-01-17 at 2.16.44 PM.png

Have you included in Issue Sources the projects in which those greyed-out issues reside?

Are they listed under the Removed Issues page?

Cyril James_leu7ov

Thank you for the response. Yes, I have my "Project" set for issue sources and still things are greyed out.

Trudy P Claspill

Do you have a filter applied to your plan?

Screen Shot 2023-01-17 at 2.28.37 PM.png

When you have a filter applied issues in the plan that are not within scope of the filter will be grayed out.

Cyril James_leu7ov

Thank you. I get that concept. So, what is the logical way to get Epics and their linked stories to show using a filter. The only other way I can think of is to create a label and go through the hassle of giving every epic and story a label.

Cyril James_leu7ov

Hi Trudy, I created the filter using basic search to pull in the epics but the filter is not showing the associated stories, so the Plan also does not show the stories.

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