Roadmap view for versions and packages

Overview

Roadmap tab is the timeline view for all packages and versions residing on selected release board based on their Start and Release dates.

Packages and versions with the Release date and no Start date are shown as Milestones.

In addition to packages and versions overview on the roadmap you can:

  • update start and release dates by drag-and-drop

  • add new and edit existing package and versions

  • search roadmap by item name and versions by released/archived status

  • identify versions which mismatch their parent start/release dates

Here is a brief overview of the Roadmap UI components:

  1. Packages panel

  2. Packages swimlanes with nested versions 

  3. Versions

  4. Milestones

Scheduling warning

If a version is part of the package and the version start date is before the package start date or the version release date is after the package release date, a warning is displayed:

To fix it click on a version to drag and drop it within package start/release date. Or click on package to amend start/release date to accommodate the version.

Unscheduled versions

All the versions without Start and Release date are considered as “unscheduled“. They are shown on timeline as small blurred bars for “today“. By clicking on it you can move start/release date and schedule respectively. The changes will be saved automatically.

Swimlanes

The roadmap is split into swimlanes by either packages or projects.

by packages

If you select packages for swimlanes we will group all the versions (fix- and virtual-) by the packages they belong too. Remember that one version might belong to multiple packages. All versions without a parent package are grouped into "Versions without package" at the bottom of the roadmap.

sorting

In case you organize swimlanes by packages you can sort them

  • packages name,

  • start date,

  • release date,

  • or status.

by projects

If you select projects for swimlanes we will group all fix-versions by projects (1-to-1 relationship). We will also outline all the virtual versions and all the packages as 2 additional swimlanes at the bottom of the roadmap.

sorting

In case you organize swimlanes by project you can sort them

  • Project name,

  • or Project category.

by tags

You can group your versions and packages on roadmap by Tags.

by types

You can also group versions and packages by type, namely Packages first, followed by Versions, Epics, Sprints and JQL versions (the later 3 are virtual versions).

collapse/expand

Any package swimlane could be expanded or collapsed individually or all together using controls on the top bar.

Edit and browse versions and packages

It is possible to View Issues, Edit, Archive or Delete versions and packages on the roadmap from the context menu.

To alter version props user should have administration permission of the respective project in Jira where the version resides. View Issues is allowed with browse project permissions. There are no restrictions for Packages once you have access to the board (though you still need to have browse project permissions to view issues that belongs to package versions).

Search and advanced filtering

Users can search for versions and packages. Thus the roadmap view will be adjusted according to search results as shown in example below:

In addition to full text search some advanced filtering is available as well, namely:

  • Tags to filter by Version/Package tags

  • Archived/Unarchived

  • Columns representing status (or steps in workflow) for versions and packages

  • Versions/Packages toggle.

  • Show milestones toggle.

  • Filter by Environments. Select specific environment or all of the environments of selected type.

Color coding

For details about color coding please navigate to the following section of board settings. Both Automatic and manual options are available.

https://releasemanagement.atlassian.net/wiki/spaces/RMC/pages/92078312/Configure+board+settings#%F0%9F%86%95-Color-coding-for-releases