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:
Name (2–48 characters)
Boards — select one or more Jira boards
Working Days — choose which days count for forecast schedule calculations
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
Click the Product button in the header
Select a product
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 |
|---|---|
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