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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: 

• If Sync Plans with Jira Issues is enabled, plans are created automatically whenever a new issue is created, provided the required synced fields are filled in.

• For medium or longer-term planning, such as the upcoming several weeks or months, you can create plans in the Weeks view. This gives you a "big picture" of how time is planned for your resources, making it easy to create period plans, or to shift planned work to other dates or even to other resources. This view is useful for resource managers and others who need to do high-level planning.

• For short-term planning, such as for the current week or sprint, you can create plans in the Days view. This allows you to see more plan details, and easily focus on specific issues or resources. This view is useful for team leads and managers who need to manage the current workload for their team. 

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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.

There are two types of plans you can create from Jira issues:

• Synced plans - these plans sync with Jira issues and changes made to one automatically changes the other.

• Non-synced plans - these plans are stored only in Planner, and changes to them do not affect Jira.

Creating Synced Plans Automatically

If Sync Plans with Jira Issues is enabled, a new plan is automatically created when a new issue is created, provided the synced fields used for plan start date, plan end date, total planned time, and assignee are filled in.

For issues that do not have those fields filled in, or that were created before Sync Plans with Jira Issues was enabled, a new plan can be created in one of the following ways:

• If an issue is missing any of the synced fields listed above, add data to those fields - once there is data in all synced fields, a plan will automatically be created.

• If all synced fields already have data, temporarily remove the data from a field, and then add it again.

• Create new plans in Planner using one of the methods below.

Creating Plans with the Plan Time Button

Click the Plan Time button in the upper-right of either the Days or Weeks view.

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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 update the plan period in the Plan Time form to create a plan that spans multiple days.

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This is a way to add a plan for an issue that 's is 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 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,

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the values you need to enter will depend on whether this is a synced plan or not.

• For synced plans:

  1. Select the issue to sync the plan with.

  2. Enter any missing data from the required sync fields.

• For non-synced plans:

  1. Select the Period checkbox.

  2. Add an End Date for when you want the period plan to end.

  3. 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.

  4. 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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