The Resources section of your chart is split into two panels:
Resources - Displays a list of all resources, based on the information entered in the field you assigned for resources.
Resource Usage - Displays the workload for each resource at a given time.
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Hidden Resources
You may only see a limited number of available resources listed here if:
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If the structure has been filtered
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, the Resource panel will only include those resources assigned to the items left in the structure.
Resource Usage Timeline
The Resource Usage timeline aligns with the Gantt chart timeline above and adapts to the zoom level selected in the Gantt toolbar. Zoom in or zoom out to see details of allocation within a specific period.
Groups and Milestones
Resources cannot be assigned to groups or milestones.
If If an issue is treated as a group, any resources assigned to that issue will be ignored when calculating resource usage.
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When using sprint-based scheduling with the Backlog panel visible, the resource requirements for backlog items will be displayed to the left of the Resource Usage panel. This allows you to quickly see how much unscheduled work has been assigned to each resource, so you can make adjustments before tasks are added to the schedule.
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Backlog resource requirements are only available when displaying resource usage in hours. |
Resource Availability from Capacity Planner (formerly Planner by Tempo)
If your team uses Capacity Planner, you can use the data in Planner to display resource usage across all projects, rather than just across the Gantt chart.
Let's take a closer look at how this works: Imagine you've created a Gant chart to plan for Project A, but some of the team members are also working on Project B, and maybe even Project C.
- By default, the Gantt chart only shows utilization within the scope of the chart - so any work being done outside of Project A won't be accounted for.
- Using Planner data, if a team member has planned time on Project B, Project C, or any other project tracked with Planner, that time will be subtracted from their availability in the Gantt chart.
Using Planner Data in a Gantt Chart
To use scheduling and resource data from Planner, open Configurations and enable Tempo mode. When this mode is enabled, many of the options on the Scheduling and Resources screen will be grayed out – Planner data will be used for these settings.
Once Tempo mode has been enabled, you can toggle between using Planner data or the Gantt chart's data to calculate utilization by clicking the Tempo button in the Resources panel.
Learn more: Capacity Planner
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In order to use Tempo data for resource availability, the Jira admin must first connect Structure and Planner. |
Overallocation
If there is more work assigned to a resource than the resource can handle, the Usage square for that block of time will be highlighted (See Team 2's usage above). This allows you to quickly identify places where you may need to revisit your timeline or work distribution.
Resource Usage Timeline
The Resource Usage timeline aligns with the Gantt chart timeline above and adapts to the zoom level selected in the Gantt toolbar. Zoom in or zoom out to see details of allocation within a specific period.
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Resource usage can be displayed in one of two ways:
the number of hours assigned to a resource for a set period of time
the percentage of a resource's availability (as determined in Resource Settings) that is being used at a given time
To change how resource usage is displayed, simply click on the drop-down menu in the upper-right corner of the Resource Usage panel.
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Depending on your zoom level and work schedule, chart cells may appear the same but contain different amounts of work. For example, with a 6-hour zoom, you will see two cells for a typical work day (6am-12pm and 12pm-6pm), but if your work day is from 9am-5pm, the first cell will only represent 3 hours of work, while the second represents 5 hours. This is perfectly normal and does not impact the percentage of availability in any way.
Backlog Panel
When using sprint-based scheduling with the Backlog panel visible, the resource requirements for backlog items will be displayed to the left of the Resource Usage panel. This allows you to quickly see how much unscheduled work has been assigned to each resource, so you can make adjustments before tasks are added to the schedule.
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Backlog resource requirements are only available when displaying resource usage in hours. |
Resource Availability from Capacity Planner
If your team uses Capacity Planner (formerly Planner by Tempo), you can use the data in Planner to display resource usage across all projects, rather than just across the Gantt chart.
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Scheduling and Resource Allocation with Capacity Planner
Resource Usage: Gantt vs. Capacity Planner
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Displaying Allocations on the Gantt Timeline
You can also display allocation numbers in the Gantt chart itself. To do that, group the structure by the attribute you used to define the resources.
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