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  • 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. 

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 (blue star) 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.

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  • In the Days view:

    Drag the issue onto a day.

    Drag issue from issues side panel to a day in resource's timeline.

    The Plan Time form opens for you to fill out. The number of hours in the Planned Time field is suggested according to the available hours in that day (to fully book the day) and the number of remaining estimated hours for that issue.If a day is fully booked or an issue has no or remaining estimate, the Planned Time field is blank, so you need to enter the Plan Time form opens. Enter the number of hours you want to planplan to spend on the issue during that day in the Total plan time field.

Info

When you create plans by dragging issues from the Issues side panel, the number of remaining estimated hours (27h in the example below) and the number of hours that are planned on the issue (4h) are displayed and used to suggest hours planned.

If the remaining estimate exceeds the availability of the target resource on that day, the suggested plan is the remaining available time for that person/resource. 

Issues without remaining estimates do not have any suggested hours. 

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