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.
You can also display the allocation numbers in the Gantt chart itself. To do that, group the structure by the attribute you used to define the resources.
Hidden Resources
You may only see a limited number of available resources listed here if:
- The structure has been filtered - in this case, the Resource panel will only include those resources assigned to the items left in the structure
Groups and Milestones
Resources cannot be assigned to groups or milestones.
If an issue is treated as a group, any resources assigned to that issue will be ignored when calculating resource usage.
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.
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
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.
To learn more about assigning resources to tasks, see Resource Assignment.
Hours vs Percentage
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.
