Jira Plans / Planning Board - How do I update the summary to show a certain filter result

GeronimoSanpascual

Description : 

As a program manager responsible for Automation Development, I aim to utilize the Plans board to oversee various projects. How can I generate a planning board summary that specifically targets tickets with a particular label?

Current Setup : 

1. A Plan board has been established.

2. Under Source Data > Issue Sources, the sources is are added with these parameters - Project > projectName.

   1. Multiple Projects have been incorporated into the plan board.

3. Under the Timeline we use a filter with these filter options

   1. Hierarchy = From Stream to Sub-tasks
   2. Labels = Automation
   3. Other options are set to ALL.

Question : 

While I can effectively monitor the status of tickets labeled "Automation" under the timeline, is there a method to display this filtered outcome on the summary page?

Current Behaviour : 

The summary page currently displays all tickets from various added projects.

Desired Behaviour : 

I aim to have a summary reflecting the progress of multiple projects in their automation development. The sole identifier in Jira for tickets associated with the automation development program is the label "Automation".

Is there a way to setup my planning board to the desired behaviour?

Walter Buggenhout

Hi @GeronimoSanpascual and welcome to the Community!

To be honest, I have some serious doubts about your approach to use labels on issues to manage work belonging to a program. I would consider first if there are no ways you could manage this more structurally by organising the work you are doing around the program in dedicated Jira projects or by assigning work to teams, ...

Even with your current approach to use labels, if you would like to track work for your program, I would recommend setting up a plan with only your program's work in it. Instead of pulling in multiple Jira projects and filtering inside your plan, you can also use Jira filters or - even better - Boards as your data source for your plan. If you set up a separate filter for your automation work and pull that into an Automation Development Program Plan, your summary page will automatically reflect only the work you have in your program.

The summary page right now has its limitations in terms of filtering, so I'm afraid you won't be able to get to the desired behaviour you describe in your current setup.

On a side note: I can imagine that it has value to also see consolidated work across multiple teams / programs in a single plan. That is not necessarily a problem, as you can pull the same sources into multiple plans. In that case, just make sure you consider where you would perform updates on your issues, given the fact that an issue in Jira is a unique item with a single start and due date. Updating it from 1 plan will impact the data you see in another plan.

Hope this helps!