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 app UI.

1. Navigate the app

Top tabs currently available:

  • Forecast

  • Dependencies

  • Settings

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

  • The probability panel can be expanded/collapsed

  • If 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/summary

  • Filter by assignee avatar

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

  • Group by assignee, issue type, priority, release, or component (where applicable)

  • Clear all filters with Clear filters

Work with issue cards

  • Drag/drop cards to reprioritize within supported views

  • Open issue in Jira from the card

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

  • Use card context actions (for example move, split, delete where shown)

  • Select multiple cards and use bulk actions:

    • set release

    • set priority

    • copy issue keys

    • clear selection

4. Dependencies page

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

You can:

  • View linked issues as a graph

  • Search/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.

5. 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