Advance Roadmaps / Sharing the Plan Issue

[Jeff Murray]

Hello -

I created a plan in the sandbox. I want to be able to share this plan to an associate. When they open the plan it is not the layout I designed. Can they access the same layout?

Thanks,

Jeff 

[Mary from Planyway]

Hi @Jeff Murray 

It's Mary from Planyway

When you create a plan in Jira, especially in a sandbox environment, there are a few things to consider regarding sharing that plan with the layout you designed:

1. User Permissions: Ensure that your associate has the necessary permissions to view the plan in the same way you can. This includes access to the same projects, issues, and fields that your plan uses.

2. Shared Configuration: Jira plans often depend on user-specific configurations. If your layout includes filters, board settings, or other personalized configurations, these might not automatically transfer to another user's view. You need to make sure that these configurations are shared or set up similarly for your associate.

3. Layout Settings: Some layout settings might be user-specific and not part of the plan's shared configuration. Check if Jira allows you to share layout settings or if your associate needs to manually adjust their view to match yours.

4. Browser or Display Issues: Sometimes, the way a plan is displayed can be affected by the browser, screen resolution, or display settings. Ensure that your associate is viewing the plan in a similar setup for optimal consistency.

5. Jira Version and Add-ons: If you're using a specific version of Jira or certain add-ons that affect the layout, ensure that your associate has the same setup. Differences in versions or add-ons can lead to different viewing experiences.