Don’t recreate your plan, duplicate it

[#1]

Don’t recreate your plan, duplicate it

Creating a solid plan takes time; scaling its value shouldn’t. To that end, we’ve now added the option to duplicate any plan in Advanced Roadmaps for Jira Software. In a few clicks, that perfect plan you created now has endless applications, whether you’re copying the plan for a similar use case or standardizing agile planning best practices across the entire organization.

For example, if you need to enable different groups of teams to plan and track their work in a consistent way, you can create a plan with all the desired views, custom fields, and settings to serve as a base for all other plans. Other groups can then duplicate this plan and adjust the issue sources and teams for their own planning purposes.

What am I duplicating exactly?

A plan in Advanced Roadmaps is much more than the issues it contains. You also need the right settings to organize those issues in a way that communicates the right information. When a plan is duplicated, the same issues and settings are reflected in the new copy to ensure no valuable context is lost. Specifically, this includes:

• Plan settings
  • Issue sources - boards, projects, and filters that your plan pulls data from
  • Custom fields - information about each issue shown in your plan
  • Scheduling configurations - how issues are estimated and scheduled in your plan
  • Exclusion rules - rules for excluding issues you don’t need in your plan
  • Permissions - who has access to your plan
• Saved views - preconfigured filters and/or view settings to emphasize different aspects of your plan

Duplicate that plan

If your mind is brimming with ideas for how this new feature can help your teams, try it out and duplicate a plan today! As always, feedback is welcome and appreciated at any time via the Give feedback button in the upper right corner. Happy planning! 😊

[Dave Mathijs]

@Carol Jang I love it when a plan comes together.

[Daniel Obst]

Is this already active for every tenant?

We don't have that feature yet. 

[Sachithra Dangalla]

Hi @Daniel Obst ,

This feature was released for every tenant except for customers who have opted for release tracks. If your tenant is one of them, this will be included in the upcoming release bundle.

[Kristján Geir Mathiesen]

Sweet!

Thank you @Sachithra Dangalla 

[Abhinav Shilwant]

Nice cool feature!

[Darin Klein]

Available for DC yet? 

[Rodrigo Jose Zaparoli]

Hello @Darin Klein,

Following feature request for this: JPOSERVER-7896

[Simon Bumes]

Is it also possible to use this function as a free user because i don't have the plans button between Teams and Apps.

[Sachithra Dangalla]

Hi @Simon Bumes ,

Advanced Roadmaps is available in Jira premium and you can start a free trial as described here: https://www.atlassian.com/software/jira/features/roadmaps/pricing

[Natalie Mickan (TMNA)]

I tried to duplicate a plan because it is my 'template' plan for all other projects that follow -- and I have many under my portfolio that are similar -- but I get the error message, "There was an error when trying to duplicate your plan". I have enabled scenarios and don't see anything else with permissions that would prevent me from duplicating my plan. Help?

[Sachithra Dangalla]

Hi @Natalie Mickan (TMNA) , Please reach out to our support team through https://support.atlassian.com/contact/ for help with resolving your issue.