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In the Resource Planning view, you can see all your resources and how their planned time is allocated - do they have enough work planned? do they have too much? are there any vacations coming up? You can also sort the resource list by name or available hours to quickly see what you want.
By default, all resources to whom you have permission to view are displayed in the Resource Planning view, but you can filter who's displayed here - see Filtering the Resources to do this.
To access Resource Planning, select Planning in the Tempo sidebar. The Weeks view is displayed by default - see Overview of the Resource Planner for more information.
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Plans that have their Jira issues deleted are shown on the Resource Planning view. If you wish to delete those plans, you can modify the default settings in Setting Planning Options.Viewing how much resource time is allocated.
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Viewing How Much Resource Time Is Allocated
Resources are displayed in a list on the left side of the Resource Planning view, followed by their available hours for the selected period.
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A green check mark indicates that a resource is fully allocated.
A yellow "progress" bar shows you the relative amount of hours that are already allocated.
A red bar indicates that a resource is over-allocated. The total number of hours planned is also shown.
Sorting the
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Resource List
By default, the resource list is sorted by user name in alphabetical order. You can also sort your resources by the number of hours that they have available.
Click User to sort the resource list in alphabetical order (the default shown). Click again to reverse the order.
Click the A to sort by availability, so the resources with the most hours available are at the top. Click again to sort in descending order.
Viewing the
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Resource's
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Plans
You can view the plans per Jira issue for each resource by expanding their name in the resource list on the left.
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When a resource's plans are expanded, you can see the plans on each Jira issue and that issue's current workflow status, such as TO DO, IN PROGRESS, or DONE. The statuses that are displayed depend on how your Jira instance is configured. Seeing the status of each Jira issue makes it easier for resource managers and team leads to plan for their resources.
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Plan
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Approval Status
If your company is using the plan approval process, you can see the approval status of each plan:
A white background and a green dot indicate an approved plan.
A purple shaded background and a yellow dot indicates a plan that is pending approval.
A gray shaded plan with strikethrough text and a red dot indicates a rejected plan. Sorry!
Viewing the
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Resource’s Plans in Compressed Mode
When planning for a large team you can use the compressed mode to see all plans and all calendar events without scrolling down multiple lines of Jira issues. When compressed, Jira issues are summarized under each resource name. Plans and calendar events are collapsed to take less vertical space making it possible to list all plans and events on a single page at a time.
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