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Now that Jira Work Management is included in Jira Cloud Premium, how do you get to the Summary view?

Susie Barber
Contributor
July 10, 2024

We recently upgraded to Jira Cloud Premium in order to get the Jira Work Management features.  Jira Work Management had a summary view that we desperately want.  I can't find it nor can I find any documentation where Jira Work Management is part of Jira Cloud.  How do I find the summary view?

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John Funk
Community Champion
July 10, 2024

Hi Susie,

Right now it is only a part of Business projects.

Susie Barber
Contributor
July 10, 2024

That's really unfortunate.  I managed to get permission to upgrade us to a trial of Premium so that our exec team can use this view.  They're unlikely to pay for Premium if they don't get it. Thank you for the info.

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Trudy Claspill
Community Champion
July 10, 2024

Hello @Susie Barber 

The Summary page has been added to the view options that are part of Plans. If you create a Plan for the project you will also get a Summary page associated with the Plan.

https://support.atlassian.com/jira-work-management/docs/view-the-summary-calendar-and-timeline-for-your-overview/

Susie Barber
Contributor
July 10, 2024

What I'm looking for is this: Screenshot 2024-07-10 at 1.59.00 PM.png

I'm just not seeing it anywhere. 

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Trudy Claspill
Community Champion
July 10, 2024

Is that your current view for a Business project?

Are you looking for that page for new Business projects or for Software projects or both?

As noted in the document I provided as reference:

Screenshot 2024-07-10 at 3.53.35 PM.png

With a Premium subscription you acquire the Plans (Advanced Roadmaps) feature. The Summary view is now accessed through a Plan, not directly from the projects. You have to create a Plan that encompasses your project, and the Summary option will show up where you view the Plan.

Screenshot 2024-07-10 at 3.55.49 PM.png

Users must be granted permission to Create Plans in order to create the Plan and see the Summary view. That is done from Plans > Settings.

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Matthew Busby
I'm New Here
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July 23, 2024

"Summary page has been added to the view options* that are part of Plans"

* Clarification: Only in JIRA Cloud, not in self-hosted/data-center... x.x
Summary and Overview etc. don't exist in data-center but need to be!

Trudy Claspill
Community Champion
July 23, 2024

@Matthew Busby 

Welcome to the Atlassian Community.

Yes, these changes apply only to the Cloud products. That detail is included in all the referenced documentation and this post specifically calls out Cloud in its title.

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