Exporting a program created within advanced roadmaps (plans)

Question

How do I export a Program from the Advanced Roadmaps? I can't see any way to create a Program (a PI Plan) and then export the data.

The reason this is important, is a company may go through PI planning and establish a plan... then after a few sprints, things go poorly (due to adding to sprints, etc. after planning). I want to be able to easily see what was added after the plan was established and also be able to view the original plan.

I can't see any way to do it beside simply screen grabs which is clunky.

Aron Gombas _Midori_ · Answer

@Patrick Rundall You can export the Advanced Roadmaps managed information (captured in the work item fields) to PDF or Excel and use the export field as snapshot.

The Excel output is probably more useful if you want to compare these snapshots later:

See:

* How to export Advanced Roadmaps data to Excel?
* How to export Advanced Roadmaps data to PDF?

(Discl. both exporter apps are paid. Those are developed and supported by our team. Both are free for 10 users!)

Walter Buggenhout · Answer

Hi @Patrick Rundall and welcome to the Community!

There is some significant debate possible about a topic like baselining / change management, without the slightest doubt.

But indeed, exporting a plan is not really something the tool supports. A lot because it is not what it is intended for. Plans are a forward looking tool, designed to help you deliver cross-team / cross-project work on time. It has a lot of signalling functions built-in to warn you about work that is not going according to plan so you know where to take action to adjust as you progress. That may include shifting workforce, changing scope or adjusting timelines.

To see what the original plan was, screenshots are not a bad option - you would only have to make them once, at the start of your quarterly plan. Add them to a Confluence page with notes on your priorities, decisions, risks, ... for context. You might even consider using a whiteboard for the planning exercise itself, as you can turn cards from the whiteboard into Jira after the PI planning session and/or the other way around. That board can reflect your initial plan. Confluence is very well suited to document the context of your work and the decisions, learnings, retrospectives, ... you see along the way.

You can also use scenarios in Plans. One scenario can represent your initial plan, while another can be your current scenario, reflecting the reality.

Hope this helps!