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On the team members timeline, you can create a plan for a team member or for the whole team to work on an issue, project, version, component, or sprint.
Required permission
Plan Time permission for the team
Procedure
To create a plan, complete the following steps:
On the team members timeline, click and drag the cursor across days in the row of the team member that you want to plan work for.
The 'Create plan' sidebar opens to the right of the timeline.
Tip icon false title Tips - You can create a plan for the whole team by clicking and dragging the cursor on the top row of the timeline. The team plan is automatically copied to the rows of all team members.
- If you create a team plan while the timeline is filtered by role, the team plan is still applied to the whole team.
Fill in the requested information on the 'Create plan' sidebar. The sidebar contains the following fields:
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Planned for
Plan item typeYou can plan work on an issue, project, version, or component. If JIRA Agile is installed, you can plan work on a sprint. Plan itemTo search for a plan item, start typing in thefield. The available items are those of the type that you selected in the Plan item type field. Plan summary
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Status If the plan is based an issue, the status for the issue is displayed to the right of the index. Start and end datesThese fields define the period that the plan covers and are automatically filled with the dates that you selected on the timeline.
Planned timeEven if the availability of team members to work on the team is less than 100% of their time, planned time can still be for 100%. Example: Erica works 8 hours a day. She is in two teams, with 50% availability for each team. You see that no work is planned for Erica in her other team so you create a plan for 100% availability instead of 50%. All of Erica's 8 hours go into the plan. Repeat and UntilIf you set the plan to be repeated weekly, every two weeks, or monthly, the Until field is displayed. In the Until field, specify the last possible start date of a plan in the series. |
- Click Save.
The plan is created on the timeline, and the 'Plan details' sidebar is displayed. The 'Plan details' sidebar contains information about the plan and about the associated plan item.
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