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The main calendar on the right side of the Resource Planning view is where you can see the total number of hours that each individual is scheduled to work on each day. The number of working hours available for each resource is according to their Workload scheme, such as 8 hours per day. 

  • A green check mark red bar indicates that a resource is fully allocatedover-allocated. The total number of hours planned is also shown.

  • A yellow "progress" bar shows you the relative amount of hours that are already allocated.

  • A red bar green check mark indicates that a resource is over-fully allocated. The total number of hours planned is also shown.

    Resource planned per individual.pngImage Removed

    Resource allocation indicatorsImage Added

Sorting the Resource List

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  • Click User to sort the resource list in alphabetical order (the default shown). Click again to reverse the order.

    Sort resource list by user.pngImage RemovedSort user listImage Added

  • 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.

    Sort resource list by available hours.pngImage RemovedSort user list by available hoursImage Added

Viewing the Resource's Plans

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  • Click the triangle next to User at the top of the resource list to Expand all or Collapse all resources' plans at once.

  • Click the triangle next to a resource's name to expand or collapse only that resource's plans. 

    expand all to view all users' plans.pngImage RemovedExpand user details on the Resource Planning screenImage Added

  • If user skills are defined, they will appear under the resource's name. Learn how to show User skills.

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 Approval Status

If your company is using the plan approval process, you can see the approval status of each plan:

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  • Click the triangle next to the resource's name to expand it, or click the triangle next to User and select Expand all.

  • In the upper right-hand corner, click the Settings cogwheel and check Compressed View.

    The Resource Planning view switches from regular mode to compressed mode.

  • In a compressed mode, the plans under each user are summarized to indicate the number of plans and the total number of hours. The Plans are staggered horizontally on the same horizontal lane to save vertical space.

    compress_plan.jpgImage RemovedResource Planning screen with Compress Expanded Rows enabledImage Added

  • The issue key might not appear if the plan duration is less than four days long. In this case, you can hover over the planning board to see the issue key and other details in the tooltip.

  • If the Show Calendar Events in the Settings cogwheel is checked, then events are displayed. Events are summarized in front of the Calendar events label when the Resource Planning view is compressed.Hover-over the plans in the lanes to see the name of the Jira issue they represent and the number of hours.

    compress_tooltip.jpgImage Removed

  • Click on the horizontal block to open the Edit Period Plan window, if you wish to make any changes.

  • To return to regular mode, click the Settings cogwheel and uncheck Compressed View. This will undo the compressed mode and switch to regular mode, where plans and events appear separately per Jira issue.