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Need help with configuring Advanced Plan for company-managed projects

Yuliia Vyborova
Contributor
June 6, 2024

Hello! We use company-managed projects for Engineering work and I want to create a cross-team plan to track dependancies. But I can't find the way to configure projects in Advanced Plans that we use in Jira. Can someone jump on a call to help configure that? I would appreciate help a lot

2 answers

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Yuliia Vyborova
Contributor
June 7, 2024

Hello @Trudy Claspill , thanks for suggested flow. I can set a board folllowing the steps. But my questions is it possible to use auto-schedule option for company-managed proejcts in my Plan? Essentially, I want to help engineering leads to be able to plan epics right in the Plan by moving epics, adding dependancies, etc. Can they do that?

0 votes
Trudy Claspill
Community Champion
June 6, 2024

Hello @Yuliia Vyborova 

Welcome to the Atlassian community.

I don't offer live telephone support but I can try to help you via messaging through this forum.

If you have the ability to create a Plan...

Screenshot 2024-06-06 at 9.35.44 AM.png

... then the first screen you should see should give you the option to select what to include in that Plan. And that should include a pull-down field where you can specify that you want to include Projects.

Screenshot 2024-06-06 at 9.36.56 AM.png

 

After selecting Project there, you should then be able to specify the project you want in the second field.

Screenshot 2024-06-06 at 9.39.02 AM.png

After selecting the first project you will have to click the +Add more work option below that to add another input row to select the next project.

Screenshot 2024-06-06 at 9.40.10 AM.png

Trudy Claspill
Community Champion
June 7, 2024

Hello @Yuliia Vyborova 

Autoscheduling is possible, but it may not work the way you think.

Refer to this documentation for more information.

https://support.atlassian.com/jira-software-cloud/docs/auto-schedule-issues-on-your-advanced-roadmaps-timeline/

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Yuliia Vyborova
Contributor
June 7, 2024

thank you! so if all our projects are company-managed type, what app or tool would you recommend for planning/auto-scheduling? I was considering Gantt chart app for that purpose. 

Trudy Claspill
Community Champion
June 7, 2024

I have not used any apps for that purpose, so I don't have any recommendations.

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