Document toolboxDocument toolbox

Editing plans

On the team members timeline, you can edit the time that is planned for team members to work on issues.

Required permission

Plan Time permission for the team

Procedure

To edit time that is planned for a team member, complete the following steps:

  1. On the team members timeline, click anywhere in the plan that you want to edit, except on the issue key. The 'Plan details' sidebar is displayed.

  2. Edit one or more of the fields in the 'Plan details' section of the sidebar.

You can edit the following fields:

Planned for

    • In this field, you can change the team member that the time is planned for. Alternatively, on the timeline, you can drag the plan to a different row.

    • Planning time for a team member to work on an issue is not the same as assigning the issue to the team member. Only one person can be assigned to an issue at any time, whereas you can plan time for more than one team member to work on the same issue simultaneously.

Plan item type

    • You can plan work on an issue, project, version, or component. If JIRA Agile is installed, you can plan work on a sprint.

    • If you change the plan item type, you must also select a plan item.

Plan item

To search for a plan item, start typing in the field. The available items are those of the type that is selected in the Plan item type field.

Plan summary

    • If a plan has a plan summary, the plan summary is displayed beneath the plan item key on the plan on the timeline.

    • If a plan does not have a plan summary, the plan item summary or description is displayed on the timeline instead, as explained in the following table:
Plan summaryPlan item typeDisplayed on plan on timeline, beneath plan item key
NoneIssueThe issue summary
ProjectThe project description
VersionThe version description
ComponentThe component description
SprintNothing

Start and end dates

In these fields, you can change the period that the plan covers. Alternatively, on the timeline, you can drag the plan to different days, or you can drag the left or right end of the plan to increase or decrease the number of days.

Planned time

Even 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 Until

If 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.

In this chapter

The selected root page could not be found.

Tempo Timesheets for Server Documentation
For the newest version of Tempo Planner documentation, please visit our Help Center. For support, see our Support Portal.