Managing a team using Tempo for Cloud

In this tutorial, you will learn how to create a team and plan time for each of the team members. You need Tempo Timesheets for Cloud and Tempo Planner for Cloud to complete these tasks.

  To watch videos showing this workflow, visit the Tempo YouTube channel.

Step 1: Create a Tempo team


Beverly wants to create a new team for John, Amy, and Angel and plan their time for them. Before she begins, she needs Tempo Team Administrator permissions to create a new team. These permissions can be granted by anyone who has Jira Administrator permissions.

 To grant Tempo team administrator permissions...

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You need to have Jira administrator permissions to grant any of these Global permissions.  

Global Permissions are high-level Jira Global permissions that are applied to the Jira site on which your Tempo apps are installed. When you install a Tempo app, several of Tempo's own permissions (described below) are added to the Jira Global Permissions page. Tempo's global permissions are about giving people access to Tempo products, as well as specifying the key people for administering Tempo for your company. As with Jira Global Permissions, you grant Tempo global permissions to groups of Jira users.

For the best experience with Tempo, you may want to create different Jira groups for your Tempo needs according to your company. Then it's easy to add or remove users from these group as situations change: no need to grant permissions on an individual basis. See Best Practices for Setting Up Tempo Timesheets for more information.

To grant Global permissions for classic Jira projects:

  1. Make sure you have Jira administrator permissions.
  2. Go to Jira Settings > System > Global permissions.
    Tip: You can also go to Tempo Settings > Permission Overview, click the Global icon, then select the link to open the Jira Global permissions page.
  3. At the bottom of the page, under Grant Permission, select the Tempo permission you want (see table below).
  4. Select the Jira group to which you wish to grant this Tempo permission, then click Add.

To grant Global permissions for Jira Next-Gen Projects: 

  • In your next-gen project, select Project Settings Access.


Global PermissionDescriptionWho should have this permission?Useful information
Tempo Timesheets Access

Grant or deny access to Tempo Timesheets to specific groups in your organization, or to external Jira users with permission to view your Jira issues.

All Jira users in your organization are granted access by default.

Any Jira user in your organization who needs to use Tempo Timesheets.


You can use this permission to restrict access to only those who need to use Tempo TImesheets by modifying the membership in the appropriate Jira groups.

This permission does not restrict developers from using the Tempo REST APIs according to their permissions.

Tempo Planner Access

Grant or deny access to Tempo Planner to specific groups in your organization, or to external Jira users with permission to view your Jira issues.

All Jira users in your organization are granted access by default.

Any Jira user in your organization who needs to use Tempo Planner.

You can use this permission to restrict access to only those who need to use Tempo Planner by modifying the membership in the appropriate Jira groups.


Tempo Cost Tracker AccessGrant specific groups in your organization or external Jira users with the required permissions access to Tempo Cost Tracker. Only Jira administrators are granted access by default. Any Jira user in your organization who needs to use Tempo Cost Tracker, such as project managers who want to track the costs of their projects and others who need to see this data.Granting access to Tempo Cost Tracker allows them to view all worklogs from Tempo Timesheets. Make sure that the people you add have the correct authorization in accordance with your organization's privacy policy.
Browse users and groupsPermission to view lists of Jira user names and group names, and to select users or groups from the lists.Many users might require this permission, for example:
  • Tempo Team Administrators (see below) require Browse Users permission so that they can add members to teams.
  • Those who require Browse Users permission to be able to reassign issues to other users.

Tempo AdministratorsPermission to manage internal issues, open and close worklog periods, test who can edit worklogs, configure the working week, and specify public holidays.

Any manager or administrator who needs to manage all Tempo apps for their organization.

By default, Jira Administrators are in a Jira group that has the Tempo Administrators permission.

Some Tempo Timesheets administrative tasks require Jira Administrators permission.

Tempo Account Administrators

Permission to create, configure, and delete accounts. 


Any project or financial manager who needs to work with client and financial data, such as billing for invoices or tracking Capex/Opex for accounting purposes.
  • By default, Jira Administrators are in a JIra group that has the Tempo Account Administrators permission.
  • Only users with Approve Timesheet permission (see Team Permissions) can approve accounts.
  • Some account configuration tasks require Jira Administrators permission, such as configuring these account settings:
    • Whether the account value is cleared when issues are moved between projects.
    • An alternative name for the account field.
    • Whether an account value is required or optional in a field configuration.
Tempo Team Administrator
  • Permission to create, configure, and delete teams, to manage team permissions, and to browse teams. 
  • Permission to assign Team Leads per team.
  • Permission to create, configure, and delete programs (groups of teams) and iterations for programs.
  • Permission to plan time for teams and team members.
Any department or HR manager, project or team lead, or resource manager who needs to manage the teams at an organization level. 
  • By default, Jira Administrators are in a Jira group that has the Tempo Team Administrators permission.
  • Tempo Team Administrators can grant themselves Approve Timesheet permission and Plan Time permission (see Team Permissions).
  • Tempo Team Administrators permission is not sufficient for moving employees between different types of working week or sets of public holidays.



Beverly creates a new team that she calls Redflare, and assigns herself as the Team Lead.

 To create a new team...

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Creating and deleting teams requires the Tempo Team Administrator permission.

A team is a group of Jira users who work on projects together in some way. A team might consist of, for example, the people in one department of your company, or it might be a scrum team if you work in an agile software development environment. 

Adding more than 25 users to a team can negatively affect performance.

Watch this video to see how to create a team:

Creating Teams

  1. Select Teams  in the Tempo sidebar.
  2. Click the Create Team link at the top-right.
  3. Fill in the Create Team dialog box:
    1. Name - Enter a name for the team.
    2. Lead - Assign a team lead. The team lead will have the permissions to manage and plan work for this team. Note that the team lead must also be added as a member of the team for their worklogs to show up in the team timesheet and team report.
    3. Program - Optional. Add the team to a program. A program is a group of teams that are associated with the same Jira project or agile board.
    4. Summary - Optional. Enter a descriptive summary for the team.
  4. If you want to create another team, select the Create another check-box.
  5. Click Create. Your team is added to the list of teams and you can start adding members to it.

Deleting Teams

When you delete a team, all links associated with the team will also be removed, including project, issue, and board links. This may impact issue filters within your organization.

To delete a team:

  1. Go to the Teams page.
  2. Click Delete for the team you want to delete. A confirmation window is displayed showing if any projects or issues are linked to the team. To see which projects and issues are linked to the team, click the number within the brackets. Note you can only view projects and issues where you have the permission to do so. 
  3. Click Delete to confirm.


Related Topics

Step 2: Add members to your team


Beverly adds John, Amy, and Angel to her new team.

 To add members to a team...

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Adding team members requires the Tempo Team Administrator permission or the Manage Team permission for the team in question.

When you add members to a team, you can assign their Role and time Commitment for each team in which they are members, as well as the dates on which they join or leave the team.

  1. Select Teams  in the Tempo sidebar.
  2. In the Teams view, select the team to which you want to add members.
  3. The team's overview is displayed. Click the Add Member link, at the bottom.
  4. Start typing the name of the user you want to add to the team, and select from the matching results. Complete the Add Member dialog box:
    1. Role - Select the Role that the user will fulfill in the team. By default, member is selected. Jira administrators can add new roles to this list.
    2. Commitment - The percentage of the user's time to allocate to this team. The default is 100%.
    3. Joining - Optional. Select the date the user will be joining this team.
    4. Leaving - Optional. Select the date the user will be leaving this team.
  5. Click Save to add the new team member.

Tip

You can edit the role, availability, and dates of team membership by clicking the team member in the People section on the team's overview. 

Note

  • You can have users with multiple start/end dates and/or roles in the same team. The team's overview will always show the current member status, so that if a team member is added to the same team for different dates, only the team member's current member status is shown in the list of team members.
  • If a user is a member of multiple teams and has more than one role, only the role from the last team they joined will be visible in reports when you Group by Role or Team.

Bulk Adding Members to a Team

You can add Jira groups to a team. The group members are added individually and you can edit their role, commitment, or joining and leaving dates afterwards.

  1. In the Teams view, select the team to which you want to add a Jira group.
  2. In the team overview, click Bulk Add Members at the bottom. Here you can also add Active directory groups.
  3. Start typing the name of the user group you want to add to the team, and select it from the matching results.
  4. When you have selected all the groups you want to add to the team, click Next.
  5. The dialog box will show how many users will be added to the team. Click Confirm to add these members to the team.
  6. You can click each member and assign them a role, define their time commitment to the team, and when they will be joining and leaving the team. 

Removing Members from a Team

If a team member is no longer working on the team's projects, you may want to remove them from the team.

  1. In the Teams view, select the team from which you want to remove members.
  2. Rest the mouse pointer on the team member you want to remove.
  3. Click the x to remove the team member from the team.


Related Topics

Beverly uses Roles to help manage her teams. Since John is a designer, she assigns him that role and sets his joining date to August 15th. As John will be dedicated to this team, she sets his Commitment to 100%.

Amy's role is a developer, and Angel is the Scrum Master. They will only work on Redflare part-time, so Beverly sets their Commitment to 50% and their joining date to August 13.

 To edit information about the members of a team...

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Step 3: Grant permissions to team members


Next, Beverly wants to configure permissions for her new team. She navigates to the Team > Permissions screen.

Redflare is a new initiative for the company and Beverly wants to keep the team private for now. She sets the Team is visible to field to Specific Users, so that only Team Admins, Team Leads, and Members can see this team.

 To modify the visibility of a team...

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Editing team permissions requires the Tempo Team Administrator permission or the Manage Team permission for the relevant team. By default, the Team Lead has the Manage Team permission for their own team.

Team permissions define how team leads and team members - and others - view and work with their worklogs, timesheets, and plans. Permissions are applied using team permission roles that apply only to that team.

You can also create multi-team permission roles from the Permission Roles page in Settings that quickly give access to data for multiple teams at once - find out how to do that here. You need the Tempo Team Administrator permission to do this. 

To access team permissions:

  1. Select Teams  in the Tempo sidebar.
  2. In the Teams view, select the team for which you want to edit permissions.
  3. The team's overview is displayed. Click Permissions in the upper-right.

4. The Team Permissions page opens up where you can see and edit your team's permissions:

Granting Team Permissions

Team permission roles let you manage who has permissions to do specific actions or view specific data for your team. By default, each team has two default permission roles: Team Lead and Member. The Team Lead automatically gets the permission to view, manage, and approve all plans and worklogs, and also to manage the team. By default, Members don't have any team permissions, but the Team Lead can grant permissions to them. For example, all team members could have the View plans permission to be able to see their co-workers' plans for work and time off.

For a list of all available Team permissions for Tempo Timesheets and Tempo Planner, see Team Permissions.

Watch this video to see how to set up team permissions:

Creating Team Permission Roles

Adding a new team permission role allows you to grant specific team permissions to multiple users at the same time, whether they are a part of the team or not. For example, you can give another manager the Approve timesheets and Approve plans permission to be your backup when you're gone. Or you can give most or all team permissions to a senior team member so that they're like a second-in-command Team Lead. 

See Creating Team Permission Roles for more information on how to do this.

Determining the Visibility of Teams

You may not want everyone to be able to view your team. You can set view restrictions for the team so that only specific Jira users or groups can see your team and its members.

  1. On the team's permissions page, click the button next to Team is visible to.
  2. Select who should see this team:
    1. Everyone – This team is visible to anyone on this Jira instance.
    2. Specific users – This team is visible to the Team Lead, Team Members, and anyone with the View Team or Tempo Team Administrator permissions. 


Related Topics

By default, a new team has two Permission Groups: Team Lead and Member. As the Team Lead, Beverly has all worklog and plan permissions, and also permission to manage the team. John, Amy, and Angel are Team Members, so they don't have any permissions yet.

Beverly gives them permissions to View Team Plans.

 To grant view team plans permissions...

The View Team Plans permission gives users the permission to view all plans for members of the selected team. To grant members the View Team Plans permission, you need the Manage Team permission:

  1. Select Teams in the sidebar.
  2. In the Teams overview, select the team for which you want to grant permissions.
  3. The team's page is displayed. Click the settings icon  at the top-right, and then click Permissions.
  4. Enable View Team Plans for the relevant permissions role.
  5. Click SaveAll users in the selected permissions role will be granted the permission.

Step 4: Link Jira projects to the team


Beverly wants her team to work on the Tango OnDemand and Cloud projects. To view a project and its issues, her team members will all need Browse Projects and View All Worklogs permissions for these projects.

 To grant Browse Project permissions...

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You need to have Jira administrator permissions to grant any of these Project permissions.


Project permissions are project-level Jira permissions that affect access to Jira projects, their issues, and time records in Tempo. These are part of typical Jira project management tasks managed through the Jira permission schemes. 

For more information about how to manage Jira project permissions, see Managing project permissions in the Atlassian Jira's documentation.

When you install a Tempo app, there are several basic Jira project permissions that you need to grant to all Tempo users. As well, Tempo adds some of its own permissions to the Time Tracking permissions (for Tempo Timesheets) that you need to grant to Tempo users.

To grant Project permissions:

  1. Make sure you have Jira administrator permissions.
  2. Go to Project > Permissions to view the permission scheme associated with the project.
    Tip: You can also go to Tempo Settings > Permission Overview, click the Projects icon, then select the link to open the Permission Schemes page.
  3. To modify the permission scheme, click on the Permissions link in the Actions column.
  4. Find the permission you want on this page, such as those in the Time Tracking permissions section (see the table below), and click the Edit button beside it.
  5. In the Grant Permission dialog, select Group, then select the Jira group to whom you wish to grant this permission, then click Grant.

Project permissions

  • You need to grant these permissions for each Jira project (via its permission scheme)that Tempo users are working on. 
  • You need to have Jira administrator permissions to grant any of these Project permissions.
Project PermissionDescriptionWho should have this permission?Useful information
Administer ProjectsPermission to edit:
  • Project role membership
  • Project components
  • Project versions
  • Some project details
Jira and Tempo administrators, project managersThis is a Jira permission that's useful for Tempo administration.
Browse ProjectsPermission to:
  • Browse the Jira project
  • Use the issue navigator
  • View individual issues

All Tempo users who work on Jira projects and issues.

You need this permission for the relevant Jira projects to be able to view the time records and plans.

This is a basic Jira permission that all Jira users need for the projects on which they're working.

The project role atlassian-addons-project-access must be granted permissions to a project in order for Tempo Timesheets to function properly.

See the Atlassian Jira documentation for more information.

Work on Issues
  • Permission to access and use Tempo Timesheets
  • Permission to log time on Jira issues
All Tempo users who need to log their time to Jira issues using Tempo Timesheets.

Jira users cannot access or use Tempo Timesheets if they do not have Work on Issues permission for at least one Jira project.

Delete All WorklogsPermission to delete all worklogs (time records) made on issues in this Jira project.Team leads and managers, project managers.
Delete Own WorklogsPermission to delete your own worklogs (time records) made on issues in this Jira project.All Tempo users who log their time.
Edit All WorklogsPermission to edit all worklogs (time records) made on issues in this Jira project.Team leads and managers, project managers.
Edit Own WorklogsPermission to edit your own worklogs (time records) made on issues in this Jira project.All Tempo users who log their time.
Log Work for OthersPermission to log work on behalf of other Jira users who have permission to log time for this Jira project.Team leads and managers, project managers.This permission is added when you install Tempo Timesheets.
Set Billable HoursPermission to set billable hours in time records for this Jira project.Tempo users who are billing their hours for invoicing clients.

This permission is added when you install Tempo Timesheets.

When you're invoicing your customers or clients, you need to be able to enter your billable hours separately from your worked hours.

The Set Billable Hours permission makes the Billable field available in the Log Time form for those who need to enter billable hours. 

View All Worklogs

Permission to view all worklogs (time records) made by others on issues within a Jira project for which they have the Browse Projects permission.


Team leads and managers, HR, project managers.

This permission is added when you install Tempo Timesheets.

If you have this permission and still can't view all worklogs, it may be because you don't have Browse Projects permission for this project (see above), which you need.

View Issue HoursPermission to access the total number of hours per issues in this Jira project, but not to see the individual time records of users.Managers who need time record data to run reports on logged time for the company, but are not allowed to see the individual time records.This permission is added when you install Tempo Timesheets.



 To grant View All Worklogs permissions for a project...

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We will no longer be updating Cloud documentation in this space, so please be sure to check the new site for the latest documentation and learning content.

You need to have Jira administrator permissions to grant any of these Project permissions.


Project permissions are project-level Jira permissions that affect access to Jira projects, their issues, and time records in Tempo. These are part of typical Jira project management tasks managed through the Jira permission schemes. 

For more information about how to manage Jira project permissions, see Managing project permissions in the Atlassian Jira's documentation.

When you install a Tempo app, there are several basic Jira project permissions that you need to grant to all Tempo users. As well, Tempo adds some of its own permissions to the Time Tracking permissions (for Tempo Timesheets) that you need to grant to Tempo users.

To grant Project permissions:

  1. Make sure you have Jira administrator permissions.
  2. Go to Project > Permissions to view the permission scheme associated with the project.
    Tip: You can also go to Tempo Settings > Permission Overview, click the Projects icon, then select the link to open the Permission Schemes page.
  3. To modify the permission scheme, click on the Permissions link in the Actions column.
  4. Find the permission you want on this page, such as those in the Time Tracking permissions section (see the table below), and click the Edit button beside it.
  5. In the Grant Permission dialog, select Group, then select the Jira group to whom you wish to grant this permission, then click Grant.

Project permissions

  • You need to grant these permissions for each Jira project (via its permission scheme)that Tempo users are working on. 
  • You need to have Jira administrator permissions to grant any of these Project permissions.
Project PermissionDescriptionWho should have this permission?Useful information
Administer ProjectsPermission to edit:
  • Project role membership
  • Project components
  • Project versions
  • Some project details
Jira and Tempo administrators, project managersThis is a Jira permission that's useful for Tempo administration.
Browse ProjectsPermission to:
  • Browse the Jira project
  • Use the issue navigator
  • View individual issues

All Tempo users who work on Jira projects and issues.

You need this permission for the relevant Jira projects to be able to view the time records and plans.

This is a basic Jira permission that all Jira users need for the projects on which they're working.

The project role atlassian-addons-project-access must be granted permissions to a project in order for Tempo Timesheets to function properly.

See the Atlassian Jira documentation for more information.

Work on Issues
  • Permission to access and use Tempo Timesheets
  • Permission to log time on Jira issues
All Tempo users who need to log their time to Jira issues using Tempo Timesheets.

Jira users cannot access or use Tempo Timesheets if they do not have Work on Issues permission for at least one Jira project.

Delete All WorklogsPermission to delete all worklogs (time records) made on issues in this Jira project.Team leads and managers, project managers.
Delete Own WorklogsPermission to delete your own worklogs (time records) made on issues in this Jira project.All Tempo users who log their time.
Edit All WorklogsPermission to edit all worklogs (time records) made on issues in this Jira project.Team leads and managers, project managers.
Edit Own WorklogsPermission to edit your own worklogs (time records) made on issues in this Jira project.All Tempo users who log their time.
Log Work for OthersPermission to log work on behalf of other Jira users who have permission to log time for this Jira project.Team leads and managers, project managers.This permission is added when you install Tempo Timesheets.
Set Billable HoursPermission to set billable hours in time records for this Jira project.Tempo users who are billing their hours for invoicing clients.

This permission is added when you install Tempo Timesheets.

When you're invoicing your customers or clients, you need to be able to enter your billable hours separately from your worked hours.

The Set Billable Hours permission makes the Billable field available in the Log Time form for those who need to enter billable hours. 

View All Worklogs

Permission to view all worklogs (time records) made by others on issues within a Jira project for which they have the Browse Projects permission.


Team leads and managers, HR, project managers.

This permission is added when you install Tempo Timesheets.

If you have this permission and still can't view all worklogs, it may be because you don't have Browse Projects permission for this project (see above), which you need.

View Issue HoursPermission to access the total number of hours per issues in this Jira project, but not to see the individual time records of users.Managers who need time record data to run reports on logged time for the company, but are not allowed to see the individual time records.This permission is added when you install Tempo Timesheets.



Projects and teams have to be linked before you can plan time on issues in a project, so Beverly links the Redflare team to the Tango OnDemand and Cloud project. This lets drag and drop issues directly from these projects onto her Team Planning Timeline later on.

 To link teams to Jira projects and boards

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Linking teams to Jira projects and boards requires the Tempo Team Administrator permission or the Manage Team permission for the team in question.

You can link your team to Jira projects on which they are working to help you with issue management. This enables you to give Jira issues to your team, and the team can be used in the Jira Issue search.

Once you've linked your team to a project, you can link them to the Jira issues in that project if the Tempo Team custom field is available - see Adding the Tempo Team Custom Field to Jira Issue Screens - Tempo Cloud.

Watch this video to see how to link your team to their Jira projects and boards:

To link teams to their Jira projects and boards:

  1. Select Teams  in the Tempo sidebar.
  2. On the Teams page, select the team you want to link to a project.
  3. Click Add Project Link at right.
  4. Type the name of the project to which you want to link your team, and select it from the drop-down list. The project and the team are now linked. To unlink a project from a team, click the x that appears in the top-right corner of each linked project.

Tip

You can link a team to multiple projects. You can also link different teams to the same projects.


Related Topics

She clicks on the project name to open it up, and selects an issue to log work for her team members. There's no Team field displayed in the issue, so she edits it and adds Redflare as the Team. Now any time logged to this issue will be flagged with this team name.

Step 5: Plan work for the team


Beverly plans time for Team Redflare using the Team view. From the suggestions sidebar, she can see all of the issues from the projects she's linked to this team. She switches to Backlog to display only the issues to which she added Redflare as a Team.

Now she drags issues over to her team members to automatically create a plan for the remaining hours in the issue.

She plans 40 hours for John, then 20 hours each for Amy and Angel.

 To create plans using the issue suggestions sidebar...

To create plans using the issue suggestions sidebar in Tempo Planner for Cloud, you need the View Team Plans and Manage Team Plans permissions for that team:

  1. Select Planning  in the Tempo sidebar.
  2. Click Team, at the top-right and make sure Timeline is selected.
  3. Click  and select which category of issues to view. You can also view the issues tied to a specific Jira Filter.
  4. Drag an issue from the sidebar and drop it onto the timeline. The amount of time in the Remaining estimate is used to calculate the amount of time scheduled for the plan.
  5. To edit the amount of time scheduled, click on the issue in the timeline. The Plan details sidebar will show all of the information from the planned task. Scroll down to Planned time and click on the estimate to change it.

Step 6: View the team's capacity


The Capacity shows how much time is planned relative to how much time is available. Beverly can view the capacity of the Redflare team using the Team Capacity Report

Team members who are under-capacity or at-capacity have their time and total commitment displayed in black. She can see all members are fully committed for the week of August 20 - 27.

 To view the capacity of a team...

To view the capacity of a team in Tempo Planner for Cloud, you don't need any special permissions. To view resources, you need to have View Team Plans permissions for the teams containing those resources:

  1. Click Planner in the sidebar.
  2. Click on the ellipsis in the upper righthand corner and select Timeline, then click Team at the top-right.
  3. Click Capacity Report at the right.
  4. Click Team, under Capacity Report.
  5. To change the dates shown, use the period drop-down to select from Daily, Weekly, Monthly, and Quarterly, and  the "< " and  ">"  to navigate forward or backwards one period at a time.
  6. Select the information to view:
    1. Planned - view the planned time for the team in hours and as a percentage of their total capacity.
    2. Time Available - view the unplanned time for the team in hours.
    3. Effective Team Size - view the effective team size, which is calculated based on the total number of team members and their capacity. You can modify the membership and capacity of any team fromTeams.

Next, Beverly clicks on Total in the top-right to view the total capacity of her team members, including the work they have planned for any other teams.

Now she can see that Amy is actually over-committed for the week because she also has her time planned by the other team of which she is a member. The time and commitment show up in yellow when the team member is over-committed.

 To view the total capacity of a team...

To view the total capacity for team members in Tempo Planner for Cloud, you don't need any special permissions. To view resources, you need to have View Team Plans permissions for the teams containing those resources:

  1. Click Planning in the sidebar.
  2. Click on the ellipsis in the upper righthand corner and select Timeline, then click Team at the top-right.
  3. Click Capacity Report at the right.
  4. Click Total, at the right, under Capacity Report.
  5. To change the dates shown, use the period dropdown to select from Daily, Weekly, Monthly, and Quarterly, and click "< " and ">" to navigate forward or backwards one period at a time.
  6. Select the information to view:
    1. Planned - view the planned time for team members.
    2. Time Available - view the unplanned time for team members.

Step 7: View capacity and plans in the Resource Planning view


Beverly can also view the capacity and commitment of her team using the Resource Planning view. 

She uses the Filter by field to filter by TEAMS, and then selects Redflare

 To see an overview of your resources...

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  • Viewing your resources in Resource Planning requires the View Team Plans permission for the teams to which the resources belong.
  • Resources must be a part of a holiday or workload scheme, or a member of a team, to be visible in the Resource Planning view.

In the Resource Planning view, you can see all your resources and how their planned time is allocated - do they have enough work planned? do they have too much? are there any vacations coming up? You can also sort the resource list by name or available hours to quickly see what you want. 

By default, all resources to whom you have permission to view are displayed in the Resource Planning view, but you can filter who's displayed here - see Filtering the Resources to do this.

To access Resource Planning, select Planning  in the Tempo sidebar. The Weeks view is displayed by default - see Overview of the Resource Planning View for more information. 

Viewing how much resource time is allocated

Resources are displayed in a list on the left side of the Resource Planning view, followed by their available hours for the selected period. 

When you hover over the available hours to the right, and a tooltip shows the number of hours required, planned, and overbooked.

The main calendar on the right side of the Resource Planning view is where you can see the total number of hours that each individual is scheduled to work on each day. The number of working hours available for each resource is according to their Workload scheme, such as 8 hours per day. 

  • A green check mark indicates that a resource is fully allocated.
  • A yellow "progress" bar shows you the relative amount of hours that are already allocated.
  • A red bar indicates that a resource is over allocated. The total number of hours planned is also shown.

Sorting the resource list

By default, the resource list is sorted by user name in alphabetical order. You can also sort your resources by the number of hours that they have available.

  • Click User to sort the resource list in alphabetical order (the default shown). Click again to reverse the order.
  • Click the A to sort by availability, so the resources with the most hours available are at the top. Click again to sort in descending order.

Viewing the resource's plans

You can view the plans per Jira issue for each resource by expanding their name in the resource list on the left.

  • Click the triangle next to User at the top of the resource list to Expand all or Collapse all resources' plans at once.
  • Click the triangle next to a resource's name to expand or collapse only that resource's plans. 

When a resource's plans are expanded, you can see the plans on each Jira issue and that issue's current workflow status, such as TO DO, IN PROGRESS, or DONE. The statuses that are displayed depend on how your Jira instance is configured. Seeing the status of each Jira issue makes it easier for resource managers and team leads to plan for their resources.

Plan approval status

If your company is using the plan approval process, you can see the approval status of each plan:

  • A white background and a green dot indicate an approved plan.
  • A grey background and a yellow dot indicates a plan that is in review.
  • A shaded plan with strikethrough text and a red dot indicates a rejected plan. Sorry!


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She can immediately see that Amy is over-committed for the week, Angel only has 6 hours planned per day, and John is fully committed. 

Beverly clicks the arrow beside each resource to view their planned time in more detail. Now she can see which plans of Angel's could use more hours, so she clicks a plan to edit it. She adds more hours to it so that he's fully committed at 8 hours per day.

Then she views Amy's plans and reduces the hours per day for one of the issues until she is fully committed at only 8 hours per day.