Release Planning User Guide

Release Planning User Guide

Release Planning for Jira helps teams plan Jira releases using probabilistic forecasting (confidence-based dates instead of a single promised date).

This guide documents only what is currently available in the published app UI. Features not yet released are intentionally excluded.

1. Navigate the app

Top-level tabs currently available in the published UI:

  • Product Roadmap (Advanced)

  • High-Level Planning

  • Forecast

  • Dependencies

  • Critical Path

  • Capacity Report

  • Settings

On Standard installs, Product Roadmap is hidden. The default landing page is Forecast.

2. Set up a product (required before forecasting)

Go to Settings → Products.

Create a product

Use the Create a new product wizard:

  1. Name (2–48 characters)

  2. Boards — select one or more Jira boards

  3. Working Days — choose which days count for forecast schedule calculations

  4. Priority Mapping — map Jira priorities into Must / Should / Could / Won’t buckets used by default in scope-based views

Manage products

  • Click a product row to open it in Forecast

  • Edit to update name, boards, working days, and priority mapping

  • Delete to remove the product and its saved layout

3. Forecast page

Load data

  1. Click the Product button in the header

  2. Select a product

  3. Click Apply

Choose a prioritization view

Use the method dropdown on the Forecast tab:

  • Scope (In / Out)

  • MoSCoW

  • Eisenhower

  • Value × Effort

  • WSJF

  • RICE

Read forecast output

  • Forecast confidence dates are shown as P50 / P85 / P95:

    • P50 = 50% confidence of finishing by that date

    • P85 = 85% confidence of finishing by that date

    • P95 = 95% confidence of finishing by that date

  • Confidence bands display as color-coded lozenges: RISKY, LIKELY, and VERY LIKELY

  • The probability panel can be expanded/collapsed

  • If the throughput history is too sparse, a warning banner appears. This means forecast confidence is lower; include enough recently completed issues on selected boards for more reliable results.

Filter and organize issues

  • Search by issue key or summary

  • Filter by assignee avatar

  • Filter by issue type, status, release, priority, and labels

  • Group by assignee, issue type, priority, release, or component where available

  • Clear all filters with Clear filters

Work with issue cards

  • Drag and drop cards to reprioritize within supported views

  • Open issue in Jira from the card

  • Inline edit fields directly on cards, including summary, status, priority, assignee, and estimation where available

  • Use card context actions, such as move, split, and delete where shown

  • Select multiple cards and use bulk actions:

    • set release

    • set priority

    • copy issue keys

    • clear selection

Release Burnup Chart

Visualizes scope completion over time with hover, zoom, and pan interactions.

4. High-Level Planning page

A board-level view for strategic release planning, organizing work items by release in columns.

  • Create issues — use the Create button in the header to add issues directly

  • Drag and drop — reorder work items within columns

  • Inline-editable release names — click to rename directly

  • Editable dates — both start and end dates can be edited inline

  • Card controls — same controls as Forecast, including inline editing and context actions where available

5. Dependencies page

After a product is applied, the Dependencies tab shows an interactive issue-link map.

You can:

  • View linked issues as a graph

  • Search and filter issues in the side panel

  • Drag issues from the side panel onto the canvas

  • Create links between nodes

  • Remove links or nodes from the map view

  • Open an issue modal from a node

If no product is applied, the page prompts you to apply one from Forecast first.

6. Critical Path page

Visualizes the critical path of dependent issues for the selected product.

  • Shows the longest chain of dependent issues that determines the minimum project duration

  • Links created in the Dependencies page are reflected here automatically

  • Shares the same release picker as the Dependencies page

7. Capacity Report page

Capacity analytics for teams:

  • Cycle time, throughput, and WIP metrics per team

  • WIP per assignee popups for detailed breakdowns

Team configuration is managed in Settings → Capacity.

8. Editions overview

Release Planning for Jira is available in two editions:

Standard edition includes:

  • Probabilistic Release Date Forecasting

  • Capacity-Aware Capacity Planning

  • Scope Risk and Dependency Analysis

  • Backlog Prioritization Intelligence

  • Release Burnup Chart

Advanced edition includes everything in Standard, plus:

Feature

Description

Feature

Description

Multi-Board Releases

Create products with work items from multiple boards.

Multi-Product

Create multiple products and track their releases in a single interface.

Product Roadmap

Releases sequenced over time, each showing completeness and a probabilistic forecast.

Multi-Team

Assign multiple teams to any product.

Overcommitment warning

Show when the scope exceeds the team capacity within the release dates.

9. Product Roadmap (Advanced)

Executive-level timeline view of releases available only in the Advanced edition:

  • Releases sequenced over time, each showing completeness and a probabilistic forecast

  • Visual alignment of releases over time with completeness indicators

  • Designed for executive review and stakeholder communication

10. Settings

Settings → Products

Create, edit, and delete products. See Section 2.

Settings → Capacity

Configure team capacity for forecasting:

  • Create and name teams with individual members

  • Set non-working days and availability per member

  • Edit team names without recreating

Settings → General

Available display preferences:

  • Board lens: Forecast / Owner / Plain

  • Density: Comfortable / Compact

  • Non-working days on chart: Show / Hide

  • Probability panel default: Open / Collapsed