Jira Plans cannot edit Summary or Calendar

Andrew Miller_mjzik7

https://support.atlassian.com/jira-software-cloud/docs/create-a-new-plan-in-advanced-roadmaps/

 

Rovo tells me that in the new, updated Plans UI I cannot adjust/filter the Summary or Calendar tab. Is there a fix in the works?

My situation: I'm building a Plans to pull in work items from several Jira Kanban boards that reflect a project. I am filtering the Plans so it only includes work items with epics/work items that have a specific label. 

My problem: With the above filter, the Timeline view gives me what I want - to only see work items (epics/tasks) that have a specific filter. But when I click on the Plans Summary or Calendar, these two views include all work items from all the Jira Kanban boards. I cannot edit/filter the Summary or Calendar views to accurately reflect the Timeline's work items. This makes the Summary and Calendar views on Plans completely useless.

Is there a solution that myself and Rovo are missing, or is there at least a fix in the works?

Arkadiusz Wroblewski

Hello @Andrew Miller 

I looked into this, and what you’re seeing matches how the new Plans UI works today (and it also lines up with current reports around Calendar filtering).

Here’s the core point:

The Timeline filter is basically a view filter, it narrows what’s displayed on the timeline, but it doesn’t necessarily change what the plan considers “in scope” for every other view. Atlassian describes filtering as narrowing what’s displayed: https://support.atlassian.com/jira/kb/how-to-filter-issues-in-advanced-roadmaps/

The Summary view is driven by the plan’s underlying data (scope) and the selected date range. It’s not documented as inheriting the Timeline’s ad-hoc filters:

https://support.atlassian.com/jira-software-cloud/docs/what-is-the-summary-view-of-your-plan/

The Calendar view has multiple community reports where filters are missing or don’t apply the way people expect (so you’re definitely not alone):

https://community.atlassian.com/forums/Jira-questions/Calendar-View-Doesn-t-Have-Filters-Available/qaq-p/2977080

So no Rovo isn’t missing anything, and there isn’t a hidden “filter Summary/Calendar like Timeline” option you can enable.

What works right now (without waiting on a fix): You need to move that label condition from a Timeline-only filter into the plan scope / work sources. In practice that means:

use a saved JQL filter as the plan source (with your label logic), or

build a separate plan whose sources are already filtered to only the work you want.

If you keep sourcing whole boards/projects into the plan, Summary and Calendar will keep behaving like “everything is in scope”, even if you filter the Timeline view.

Have a great Weekend 🤠 ☀️