Is it possible to save and duplicate advanced roadmap plan without accepting changes into Jira?

Jana_Kyselova
Contributor
April 26, 2023

I would like to create an advanced roadmap plan without accepting changes into Jira, ie. not creating issues. Such plan I would like to use as a project template, and duplicate it, update according new schedules and steps required by new customer, and then accept into Jira, and create issues. 

I was able to save such plan, but not duplicate it. Is this desired behaviour? How to create a plan template without real issues in Jira, and re-use it for each new project? 

Thank you for your suggestions. 

3 answers

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Answer accepted
Anna Poppe
Contributor
April 26, 2023

In your Roadmap Configuration settings, try enabling Scenarios. The you can create your project plan under the first scenario. After this, creating a new scenario should duplicate your project plan. And your edits live in the respective scenario

Jana_Kyselova
Contributor
April 26, 2023

Hi Anna, 

thank you sooo much. It works! 

Best regards

 

Jana

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Eleonora Klepar
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May 7, 2024

Also looking for the way to create a template of the advanced plan to re-use for other plans in future. It seems like it is possible to make project templates but not advanced plans. Does anyone have any update on this topic?

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Aditya Verma
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April 26, 2023

Hi @Jana_Kyselova ,

There seems to be a recent feature release on this from Atlassian. Please checkout the below article.

https://community.atlassian.com/t5/Jira-articles/Don-t-recreate-your-plan-duplicate-it/ba-p/2315074

Thanks,

Aditya

Jana_Kyselova
Contributor
April 26, 2023

Hi @Aditya Verma , I tried this feature, but it duplicates the plan including current issues - ie. no possibility to use that plan as a template and create copy of issues in the plan as well. Therefore I thought I can create the plan without accepting changes into Jira - ie. no Jira tickets created - and it duplicates as blank, without any issue, nor prepared change. So this feature does not help me at all :-( 

Thanks

Jana

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