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You can change existing plans in these ways:
Editing plan details, such as the Jira issue or project, dates, duration, and more
Changing the plan’s duration
Moving a plan to another day or to another resource
Copying plans to another day or to another resource
Deleting plans
To access Resource Planning:
In the Resources panel on the left, click the arrow > beside a resource to expand their plans. You can also expand the plans of all users by clicking the Expand all arrow at the top of the resource list. See /wiki/spaces/THCARCHIVE/pages/373490467 for more information.
Using the Edit Plan form, you can make any type of change to a plan - select a different Jira issue or project, change the date and time, the amount of time planned, and even assign the plan to a different user.
In the Days or Weeks view:
In the Weeks view:
Plans in the Weeks view are sorted by their start date per resource. When you change the start date, the plans are automatically reordered so that the plan with the earliest start date is at the top for the resource. You cannot currently sort the plans in any other way. |
You can move a plan to another date, or move it to another resource to manage the workload among team members. You can do this interactively in either the Days or Weeks view, or change the start Date and/or End Date, or select a different Resource, in the Edit Plan form.
In the Weeks view:
In the Days view:
You can copy a plan to another date, or copy it to another resource to manage the workload among team members.
In the Days or Weeks view:
Press the Ctrl (Windows) or Command (Mac) key as you drag the plan to a new date.
After you've created a plan, you may need to divide it for many reasons. For example, if you’ve made plans that span weekends or days off, you can split the plan, then drag the ends of each new plan so that it doesn’t cover the weekend.
In the Weeks view:
Click the (...) in the right corner of a plan and select Split, or press Ctrl (Windows) or Command (Mac users).
Move the divider over the plan and click where you want to split it.
Now you can modify each plan independently, such as dragging its ends to change its duration, or moving each plan to different dates or resources.
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You can delete plans that are no longer relevant. This removes them from the Resource Planning view, but doesn't affect the Jira issue on which time is planned.
In the Weeks view:
In the Days view:
For any type of plan, click the x in a plan's right corner.
In the Delete Plan dialog box that appears:
- For a single-day plan, click Delete to confirm.
- For a period plan, choose to delete only the plan for the selected date, or delete the whole period plan, then click Delete to confirm.
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