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There are different ways to plan time in the Resource Planning view, depending on the type of planning you're doing, and whether you're working in the Days or Weeks view:
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No matter how you create a plan, the Plan Time form opens up for you to fill out. The fields that are filled out depend on how you plan time.
To access the Resource Planning view, select Planning 
in the Tempo sidebar. The Resource Planning view opens with the Weeks views displayed by default. Click the Days button at the top-right to switch views.
Creating
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Plans with the Plan Time
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Button
Click the Plan Time button in the upper-right of either the Days or Weeks view.
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This is a quick way to create a plan for any resource on any issue or project: the Plan Time form has no information filled in, so you can add whatever you need!
Creating
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Plans in the Weeks
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View
Click the plus sign + on a day in the resource's timeline, where you want the plan to start.
This is a way to add a plan for an issue that's not listed yet for the resource. This is also a quick way to create a single-day plan, but you can also specify a period in the Plan Time form to create a plan that spans multiple days.
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Click on a day for a Jira issue: expand a resource in the resource list on the left (see Viewing Resources and Their Plans) to see the plans per Jira issue, then click on a day for an issue.
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Creating
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Plans in the Days
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View
Click the plus sign + on a day when you want the plan to start.
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This is a way to add a plan for an issue that's not listed yet for the resource. This is also a quick way to create a single-day plan, but you can also specify a period in the Plan Time form to create a plan that spans multiple days.
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Creating
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Period Plans
In the Weeks view:
Click and drag across multiple days in a resource's timeline to create a period plan. The dates you selected are filled in the Plan Time form.
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In the Days view:
Click and drag across multiple days in the calendar to create a period plan. The dates you selected are filled in the Plan Time form.
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Creating period plans from the Plan Time form:
Create a plan in any way you like in either the Days or Weeks view.
In the Plan Time form, select the Period checkbox.
Add an End Date for when you want the period plan to end.
Enter the number of hours in the Planned Time field:
- Total hours to have them spread evenly over the number of days in the period plan.
- Per day to plan this number of hours per day over the period.
When you delete a plan that's part of a period plan, you can choose to delete the plan for just that day or delete the whole period plan.
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When creating period plans, all plan hours are evenly distributed, regardless of availability. |
Creating
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Plans by
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Dragging Issues
The Issues side panel on the right contains Jira issues organized by type (from predefined JQL searches). You can drag issues from the side panel to the Resource Planning view in either the Days or Weeks view, which is a quick way to create plans. See Finding Issues with the Issue Picker for more information.
To create plans by dragging issues from the side panel:
Click the arrow on the right side of the window to open the Issues side panel.
Use the tabs at the top to find the issues you want to view in the panel, or use the Search box to find an issue.
Drag the issue to the resource's timeline for whom you're planning, on the date when you want the plan to start:
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Dragging an issue to a day in the Weeks view is a quick way to fill up the remaining hours in a day: the unused hours are planned for this issue and the day is fully booked. If a day is already booked, you can't add more hours this way. The Start time for the plan is midnight when you create a plan this way, but you can edit the plan to change the start and end times for it. |
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