Issues settings in Plans.

[Leonardo Perez-Castilla]

We have two team-managed projects in a Plan but we are struggeling in taking off Epics, Stories, Task and Sub Tasks that shouldn't be in the Plan.

Exclusion Rules it's disabled because the projects are team-managed. I´m doing manually and we don't want to migrate to a company-managed project because we are going to lose a lot of info there.

Any suggestions?

[Dave Rosenlund · Accepted solution]

Welcome to the community, @Leonardo Perez-Castilla  👋

There are several differences in Jira Plans when used with team-managed projects.

• Jira Plans can access only global custom fields. Custom fields defined in a team-managed project cannot be used within a plan.
• The highest hierarchy level available for team-managed projects is Epic, and all issues within team-managed projects can only be parented by issues within their project.
• Since exclusion rules currently use only global issue types and statuses, they cannot be applied to issues within team-managed projects.

Personally, I know of no workaround and have a hard time imagining one. I think you'll have to wait for an enhancement from Atlassian. (BTW: I cannot find an enhancement request for this. You may want to create one. See below.)

In the meantime, have a very careful look at how you are defining your plan, with an eye toward understanding how/why the unexpected issues are there.

-dave

[Leonardo Perez-Castilla]

Thanks Dave!!