When setting up a new portfolio plan over 4 different teams (projects), I've created a new cross-project release and added some epics for each team which are needed for this release. Now, the teams can add stories during refinement and so on.
When I took a look at the scope of this plan a week later, I suddenly see new epics and stories in the scope of this plan. I see no link to releases, initiatives or anything else, other than these are created in the projects of the teams in this plan. Is there any way to prevent this?
Portfolio plans issue sources can really be summarized as a JQL filter and, as you noticed, new issues appearing in the instance might match the filter. If you want to look at a very specific scope that does not include epic created later on I would suggest using JQL filter issue source that filters out also based on creation date and potentially on parent / epic link.
If you are on Portfolio for Jira server I would also consider filtering using the childIssuesOf JQL function.
The actual issue sources of Advanced Roadmaps (aka Portfolio) can be a combination of Projects, Boards (which are backed by a JQL filter), and JQL Filters.
When it comes to doing some Additional filtering on top of existing issue sources, we provide many in-plan filters but JQL is not currently available.
We are currently looking at ways to improve our plan creation experience which would introduce new ways to filter upfront.
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