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When do you decide to create a new portfolio plan?

I have created our first plan. As it was our first exercise it has about 700 uncommitted changes.  As I plan out next month am I better off-

a) creating a new plan and include some of the existing epics that overlap and add new ones or 

b) just keep adding  to the existing plan


I see the new plan option as cleaner but wondering about the downside


Create a new scenario. You can copy your existing scenario with the 700 uncommitted changes, or start fresh with a blank scenario.

I agree with Cameron. Enabling scenarios will give you another playground to work with without impacting the "original" changes. You can choose to Commit from either Scenario as well. 

I would also suggest that you commit the original changes. The phrase I tell folks is, "Commit early; commit often." That way you don't have to review all of them, just the most recent few. 

I consider most changes "safe" when creating a new Plan because you're likely doing the following things: 

  • Tying the Team to the Source (Board, Filter, Project)
  • Adding Estimates or setting a Default Estimate
  • Tweaking The Scheduler (the planning and scheduling algorithm)
  • Creating Initiatives
  • Adding Themes

About halfway down the page on the link below, it will tell you what you're likely committing down to Jira. Of course, you can always select just a few at a time instead of committing all 700+. :)

Cloud -

Server -


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