Plans in Jira Software

Plans in Jira Software, available with Premium and Enterprise Cloud Licenses as well as Data Center, empowers teams to stay aligned in a fast-paced world by maintaining a single source of truth.

Overview

Plans in Jira Software was previously known as Advanced Roadmaps until November 30th, 2023. Plans in Jira Software is available for Premium and Enterprise Cloud Licenses and Data Center.

In an ever-changing environment, you and your team can maintain a single source of truth using Plans in Jira Software.

This course will give your team a broad overview of the features of Plans in Jira Software to create and manage reliable plans.

They’ll also learn how auto-scheduler can be used to build Plans, and then how to experiment with “what-if” scenarios — adjusting scope, resources, and time — to improve their long-term planning effectiveness.

Your team will gain confidence to forecast plans across multiple projects before committing them to your teams' Jira boards.

Train up your teams with private group training

Have a group of 5 or more students? Cprime also provides specialist private training with exclusive discounts for tailored, high-impact learning.

Full course details

Course outline

1. Course Overview

  • Purpose of the course
  • Target audience and prerequisites
  • Schedule and total duration

Lab 1 – Log in (5 min)

2. Introduction to Planning / Getting Started with Plans

  • Purpose and benefits of using Plans
  • Challenges of long-term planning
  • Agile vs. Enterprise planning
  • Big picture planning meetings (quarterly)
    • Define strategic themes
    • Review customer/internal feedback, market, and goals
  • Roles and planning requirements
    • Managers/Planners
    • Executives/Stakeholders
    • Jira Admins
    • Scrum Masters/Dev Leads
  • Key features of Plans (single source of truth, scenarios, forecasting, progress tracking, sharing)

Lab 2 – Getting Started with Plans (20–30 min)

3. Creating and Navigating Plans

  • What is a Plan?
    • Visualization of work
    • Shared source of truth
  • What goes into a Plan?
    • Scope (boards, projects, filters)
    • Releases (versions in Jira)
    • Teams (velocity, capacity, iteration length)
  • Creating a new plan (empty or with sample data)
  • Navigating the Plan interface
    • Main tabs: Timeline, Calendar, Program, Teams, Releases, Dependencies
    • Work item creation and ranking
    • Accepting and committing changes
    • Filters, saved views, sharing
    • Plan settings (estimation units, dates, permissions, scenarios)

Lab 3 – Creating and Touring a Plan (25–30 min)

4. Working with Teams

  • Definition of a team in Plans
  • Why plan at the team level?
  • Configuring teams (Scrum or Kanban)
    • Velocity, capacity, iteration length
  • Atlassian teams vs. Plan-only teams
  • Managing global teams across Plans

Lab 4 – Working with Teams (15 min)

5. Using the Auto-Scheduler / Working with the Schedule

  • How the Auto-scheduler works
  • Executing and reviewing schedules
  • Overwriting work item values
  • Factors that affect scheduling
    • Dependencies, estimation methods, sprint assignments, ranking, team capacity
  • Adjusting plans manually after scheduling
  • Saving or discarding changes

Lab 5 – Working with the Schedule (25–30 min)

6. Working with Dependencies

  • Defining dependencies
  • Blocks vs. is blocked by
  • Required vs. dependent issues
  • Multi-issue dependencies
  • Creating dependencies in Jira vs. directly in Plans
  • Visualizing dependencies (badges, lines, indicators)

Lab 6 – Managing Dependencies (30–45 min)

7. Releases and Scenarios

  • Understanding Releases in Plans
  • Planning with fixed vs. flexible dates
  • Creating multiple scenarios (what-if analysis)
  • Comparing and sharing scenarios

Lab 7 – Releases and Scenarios (45–60 min)

8. Sharing and Exporting Plans / Customizing Views

  • Sharing Plans with stakeholders (read-only mode)
  • Export options (reports, presentations)
  • Customizing views
    • Colors, filters, fields, saved views
    • Tailoring views for specific audiences

Lab 8 – Using Views and Sharing Plans (40–45 min)

Audience / prerequisites

This course is designed for anyone responsible for managing Jira Software projects. That includes

  • Program managers
  • Project managers
  • Product owners
  • Product managers
  • Development team managers
  • Scrum masters.
In this class you will learn how to

The course “Plans in Jira Software” from Atlassian University teaches you how to build, manage, and visualize long-term plans across multiple teams and projects. You'll learn how to use key features like the auto-scheduler, dependency management, and what-if scenario planning to improve forecasting and coordination. It’s ideal for project managers, team leads, and others needing visibility across workstreams.

Request Private Group Training