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For example, if a user has 8 hours available for work per day and is importing a plan that requires 24 40 hours, the plan will be distributed over 3 5 days with 8 hours each dedicated to that imported plan. If the user has 2 4 days left until the due date, then it will distribute 12 10 hours per day.

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Best Practices for Creating Plans

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Creating Plans from Jira Issues

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  1. Make sure that Jira issues have met the criteria to be imported - see the list above.

  2. Make sure that you have the Manage Plans permissions for the resources for which you're planning, otherwise their Jira issues will not be imported.

  3. Select a filter in the Filter by field (see Filtering Resources) to display only the resources for whom you're planning.The Assignee in the Jira issues must match the resources who are displayed in the Resource Planning view to be able to import their Jira issues. For example, if you filter so that only the Lunar Labs team is displayed, then only Jira issues that match these team members are imported.

  4. Click the Import button at the top-right. All Jira issues that are eligible to be imported are listed in the Import from Jira dialog according to the filter that you have selected. You can add a filter in this dialog, which doesn't affect the filters in the Resource Planning view.

    If a filter you select doesn't appear here, it may be that you don't have Manage Plans permission for that team or resource.

  5. Check the box for each issue you want to import, or check the box beside Jira Issue at the top of the list to select all issues, and then click Import.

    Import-from-Jira.jpg

  6. Plans are created for each Assignee over the time periods that are determined by the Jira issue's Due date and Original Estimate data. The Due Date is the end date for the plan, then working backwards from that, the hours in the Original Estimate are divided over the working days as determined by the resource's Workload scheme. These plans are indicated by an Import icon and Tempo Planner keeps a connection (a mapping ID) between the plan and its corresponding Jira issue. The Import icon also appears next to the resource's name and will disappear once the page is refreshed.

    Resource-planning-imported-plans-icons-1.jpg

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