Planner

Creating and Working with Plans

Learn how to create plans using the Jira issue view.

› Plan in the Jira Issue View

Resource Planning

Use the Resource Planning view to plan time and assess team capacity.

› View and Navigate the Resource Planning View

› Plan in Resource Planning

› Edit, Move and Delete Plans in Resource Planning

› Filter the Resource Planning View

› Approve and Reject Plans in Resource Planning

Creating Reports

Get a quick overview of plans and filter the information to display information that is meaningful to you.

› Report on Planned Time

› Filter the Report Data

› Group the Report Data

› Save Your Report

› Export Your Report

› Report on Staff Capacity - NEW!

Administration

Configure permissions settings.

› Planner Permissions

› Enable Plan Approvals

Classic Team Planning - Team Timeline

Enable Classic Team Planning Legacy features and learn how to manage and plan time for your team members on the Team Timeline.

› Enable Classic Team Planning

› Plan for Your Team Using the Team Planning Timeline

› Approve and Reject Plans

› View Team Capacity

› Export Team Plans

Classic Team Planning - Program Planning

Enable Classic Team Planning Legacy features. Create a group of teams, Programs, that are associated with the same Jira project or with the same Jira board.

› Enable Classic Team Planning

› Group Teams into Programs

› Assign Epics in Programs

› View Program Capacity