Add or change work sources in a plan
This page refers to the advanced planning features that are only available as part of Jira Cloud Premium and Enterprise.
You can now include work items from team-managed projects in your plans!
We’re building out more support for team-managed projects. Read more about what functionality is available in our docs.
As we release improvements to team-managed project support, we’ll post updates on the feature request ticket. View the feature request ticket.
In order to create and maintain an accurate plan, you must first tell your plan where to find your work items in Jira. In your plan this is called a work source.
Work sources are first defined while creating a new plan, though you can change or add another after plan creation.
To add or change the work sources of your plan:
Next to your plan’s name in the sidebar, select More actions (•••), then Plan settings.
Select Work sources. You can select a project, board, or filter as the source of work items for your plan. If you’re adding a new work source to a pre-existing plan, you’ll need to manually associate the team with the work source to use capacity planning. Find out how to associate a team with a work source.
When searching for a filter:
your plan shows all results that contain your query. To search for a specific phrase, put quotes around your query.
add + between your search queries to include multiple filters
Once added to your plan, you can set an exclusion rule to remove work items based on certain criteria. Read more about exclusion rules and how to set them.
To use the capacity planning feature, you’ll need to use boards as the work sources in your plan. A board includes all of the work assigned to a team as well as their backlog to give you a complete picture of their workload. As you plan future sprints for that team, your plan takes that pre-assigned work into account and prevents you from exceeding their available capacity.
Was this helpful?