Introducing the new "Summary" page in Plans

[#1]

Hello, everybody. I’m here to introduce to you the brand new Summary page in Plans!

✨ What is the Summary page?

The Summary page shows planners like you key insights to help monitor the progress of plans and spot problem areas before they become huge. 

It can be found on the top of Plans sidebar, above Timeline.

Right now, the Summary page has four widgets, with plans for more in the near future:

Issue progress

Issue progress is the classic way to monitor progress in your plan.

This incarnation of the popular widget is similar to that found on the Backlog and Board, except that it’s scoped across your entire plan. To dig deeper into your plan, you can also filter by issue status as well as hierarchy level.

Key dependencies 

The best laid plans of mice and of men / often cause delivery issues or something like that.

The Key dependencies widget shows important dependencies in your plan, broken down into three categories:

• Overdue issues (in red)

• A chain of dependencies (in yellow) and

• Future dependencies (in blue)

As of right now, this widget only tracks issues that use the Blocks issue link type.

Team progress

A close cousin of the Issue progress widget, the Team Progress section shows you how all of your teams in your plan are tracking towards their work. You can sort this by hierarchy level, and it only counts issues that are assigned to teams included in your plan.

Team capacity

Lastly, we have the Team capacity widget. This allows you to view the capacity information of the active sprint or current week Kanban progress for any team included in your plan.

🗣️ We want your feedback

We’re keen to hear your thoughts on this new feature, and what future functionality you’d want to see. Over the course of the rollout, we’ll be prompting those who use this view to give us feedback. However, you can also give us feedback on this view (or any aspect of Plans) at any time using the Give feedback button in the upper right corner of your plan.

[Dave Mathijs]

Yes, this! Keep those insights coming, also for (shared) versions/releases please.

Did I mention milestones already?

[Himanshu Singh]

Hello @Dave Mathijs

Would you be interested in contributing to our future roadmap?

The Jira Software Product Team at Atlassian would love to learn about how you have found our recently shipped features to help simplify how you manage projects across teams.

What’s involved in the research:

• Sessions are 1 hour and conducted over Zoom, so you can participate remotely.

• During the research, we'll start with a general chat to get to know you. Then learn more about how you currently use Plans, the recently shipped features, and any other feedback you may have so we can find ways to make Plans even more useful for you.

📆 Register Interest

If you're interested in taking part, please schedule a time that works for you using Calendly.

If you have any other questions at all, feel free to reply to this comment. We look forward to meeting you!

Cheers,

Himanshu

Jira Software Team

[Chuck Oleary]

I'm just checking out Summary and it appears the only level I can see status on is the epic level.

However my plan uses stories and subtasks levels, not many user stories require an epic, especially since an epic is just a larger story that is broken down in to manageable and deliverable within a sprint.
Is there a way to look at stories and below

[Barnaby Falls]

Team Capacity and Team Progress widgets don't seem to work although I have 2 teams with work items assigned to them in past, current, and future sprints. I am unable to select a Team from the dropdown in the Team capacity widget, and Team progress widget says I need to add a team (but I have teams). What can I do to use this cool feature?

[Wenjia Tang]

Hi @Barnaby Falls have you tried creating teams directly from here in the Plans page? I did it this way and it worked.

It seems that only the teams created this way can be recognised by the Plans.

 

[Barnaby Falls]

Somehow I got it working, sorry, I don't know what the change was. 

One other request would be if in the Team Capacity tile, I like that two sprints are available with the Next button but when selecting a different team in that tile, could you make the currently selected sprint sticky instead of going back to the first one again (one click instead of two)?

[Luz Long]

somehow the dependencies view shows nothing when the plan shows dependencies. The view showing the issue progress on the summary when it launched it had listed % done and now it only shows % per individual status of done, in progress, to do. Am I the pme tp average these 3 %s to come up with the % complete? Why not show it in this view? I like the summary but it needs work. Will any updates be made to enhance it?

[Joni Johnson]

Background:

Our Epic issues types are called Features which we define as approximately a quarter's worth of work. We have larger groupings above our features for "Epics" which a multiple quarter work efforts. Our "Epics" roll up into a Project or Initiative. 

For our Scrum Teams, we have setup a plan using the Team's board. A team can work on cross-team features which means the feature owning team creates the feature and all the teams use the parent field to tie their work to that feature.

Challenge With Summary:

We are pulling in all the parents of the work planned for a quarter. We are trying to show the Epics and Features a team is supporting for the quarter. We try to pull the view of project or initiative for items that span the entire year and nothing returns.  For example, the project is 1/1/24 to 12/31/24. For summary date range of 1/1/24 to 3/31/24, it shows. Selecting 4/1/24 to 6/30/24 doesn't show the project. We have "Epics" that have dates from 1/1/24 to 12/31/24. They show in both date ranges.

On the Issues view of the Summary, how does it select and display the items?  

If I select a date range and the plan items have a wider date range (e.g. selected range is 4/1 to 6/30 and items are 1/1 to 12/31), I'd like to see the items that span that range in the issue summary.

[Joni Johnson]

@Irene Was there a new release that removed the Summary from the Plans view? We don't see the left navigation menu and the summary isn't an option in the timeline dropdown. Trying to figure out what communication that I missed sharing that Summary was not going to be available.

[Irene]

@Joni Johnson , there was a temporary issue with Plan navigation, but it has been fixed a few hours ago. Hope it works well again for you.

[Jessica.Gallagher]

Team Progress doesn't appear to be working. I have played with it to create the team from the plan only and also when adding an existing team to the plan and nothing seems to work to get it to populated the progress of work by team. Any suggestions appreciated?