Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
bgColor#e8f4fc
borderWidth0

Table of Contents
maxLevel1

Step 1:

...

Create a

...

Tempo team

...

Beverly wants to create a new team for John, Amy, and Angel and plan their time for them. Before she begins, she needs Tempo Team Administrator permissions to create a new projectteam. These permissions can be granted by anyone who has Jira Administrator permissions.

...

Panel
bgColor#e8f4fc
borderWidth0


Expand
titleTo create a new team...

Include Page
Creating and Deleting Teams - Tempo Cloud
Creating and Deleting Teams - Tempo Cloud


Step 2:

...

Add members to your team

...

Beverly adds John, Amy, and Angel to her new team.

...

Panel
bgColor#e8f4fc
borderWidth0


Expand
titleTo edit information about the members of a team...

Include Page
To edit information about the members of a team
To edit information about the members of a team


Step 3:

...

Grant permissions to team

...

members

...

Next, Beverly wants to configure permissions for her new team. She navigates to the Team > Permissions screen.

...

Panel
bgColor#e8f4fc
borderWidth0


Expand
titleTo grant view team plans permissions...

The View Team Plans permission gives users the permission to view all plans for members of the selected team. To grant members the View Team Plans permission, you need the Manage Team permission:

  1. Select Teams in the sidebar.
  2. In the Teams overview, select the team for which you want to grant permissions.
  3. The team's page is displayed. Click the settings icon  at the top-right, and then click Permissions.
  4. Enable View Team Plans for the relevant permissions role.
  5. Click SaveAll users in the selected permissions role will be granted the permission.


Step 4:

...

Link Jira projects to

...

the team

...

Beverly wants her team to work on the Tango OnDemand and Cloud projects. To view a project and its issues, her team members will all need Browse Projects and View All Worklogs permissions for these projects.

...

She clicks on the project name to open it up, and selects an issue to log work for her team members. There's no Team field displayed in the issue, so she edits it and adds Redflare as the Team. Now any time logged to this issue will be flagged with this team name.

Step 5:

...

Plan work for

...

the team

...

Beverly plans time for Team Redflare using the Team view. From the suggestions sidebar, she can see all of the issues from the projects she's linked to this team. She switches to Backlog to display only the issues to which she added Redflare as a Team.

...

Panel
bgColor#e8f4fc
borderWidth0


Expand
titleTo create plans using the issue suggestions sidebar...

To create plans using the issue suggestions sidebar in Tempo Planner for Cloud, you need the View Team Plans and Manage Team Plans permissions for that team:

  1. Select Planning  in the Tempo sidebar.
  2. Click Team, at the top-right and make sure Timeline is selected.
  3. Click  and select which category of issues to view. You can also view the issues tied to a specific Jira Filter.
  4. Drag an issue from the sidebar and drop it onto the timeline. The amount of time in the Remaining estimate is used to calculate the amount of time scheduled for the plan.
  5. To edit the amount of time scheduled, click on the issue in the timeline. The Plan details sidebar will show all of the information from the planned task. Scroll down to Planned time and click on the estimate to change it.


Step 6:

...

View the team's capacity

...

The Capacity shows how much time is planned relative to how much time is available. Beverly can view the capacity of the Redflare team using the Team Capacity Report

...

Panel
bgColor#e8f4fc
borderWidth0


Expand
titleTo view the total capacity of a team...

To view the total capacity for team members in Tempo Planner for Cloud, you don't need any special permissions. To view resources, you need to have View Team Plans permissions for the teams containing those resources:

  1. Click Planning in the sidebar.
  2. Click on the ellipsis in the upper righthand corner and select Timeline, then click Team at the top-right.
  3. Click Capacity Report at the right.
  4. Click Total, at the right, under Capacity Report.
  5. To change the dates shown, use the period dropdown to select from Daily, Weekly, Monthly, and Quarterly, and click "< " and ">" to navigate forward or backwards one period at a time.
  6. Select the information to view:
    1. Planned - view the planned time for team members.
    2. Time Available - view the unplanned time for team members.


Step 7:

...

View capacity and plans

...

in the Resource Planning view

...

Beverly can also view the capacity and commitment of her team using the Resource Planning view. 

...