Planning in the Resource Planning View - Tempo Planner for Server

Team members can plan time for themselves to work on issues. Planning time for other team members requires the View Team Plans  and Manage Team Plans permissions for the teams you're planning for.

By default, the Resource Planning shows a list of your resources with the availability and plans for each resource. Learn how to customize and filter the Resource Planning view.

To access Resource Planning, select Planning  in the Tempo sidebar.

The view shows how many hours have been planned for the resource on each day, and by clicking the triangle to the left of a team member, you can see the plan broken down to issues. To the right of the resource name, you see how many hours are available for that resource in the selected period.

 
Available and planned hours in the Days and Weeks view

There are two simple ways to create a plan: 

  • Click on one day in the schedule or the Plan Time button at the top-right.

  • Drag issues from the Issues side panel at the right onto the schedule.

Planning Directly from the Schedule

You can add a plan right from the schedule. This allows you to quickly create a single day plan, or you can specify a period in the Plan Time dialog box to create a plan that spans multiple days.

To plan time by clicking a day:

  1. Scroll to the person/resource you want to plan for.
  2. Move the mouse pointer over the day you want the plan to start, and then click the plus icon that appears.

  3. Fill in the Plan Time dialog box. For more information, see The Plan Time Dialog Box below. 

Multi-day Plans in the Weeks View

To create plans that span multiple days in the Weeks view, you can simply click and drag across the days that you want to plan for. The Plan Time dialog box will be pre-populated with the dates you selected.

Single Day Plan in the Weeks View

You can quickly add a single day plan for a task that has already been allocated to a team member, as long as the individual is not fully booked for the selected day.

  1. Click the triangle to the left of the team member you want to plan for to expand a list of all of their planned tasks.
  2. Find the issue for which you want to add a single plan, and click the day desired day for that issue. The background darkens for the dates that are not fully booked. If the individual is fully booked for a date, you will not be able to click the cell.
  3. A plan for that issue is added and the planned hours will be total available hours on that day. If nothing has been planned for the individual for the selected date, a full-day plan is added for the selected issue.

Planning by Dragging Issues from the Issues Side Panel

The Issues side panel at the right contains issues organised by type (from predefined JQL searches). You can drag issues from the side panel onto the schedule which will minimise the time it takes to find the issues that need to be scheduled. You can configure the Issues side panel to show the issues most relevant to you. By default, the Issues side panel is collapsed, but Tempo remembers the last state and will display it as it was stored with your preferences. To expand or collapse the Issues side panel, click the expand/collapse button at the bottom-right.

When planning time by dragging issues from the Issues side panel, remaining estimate and available hours is used to suggest hours planned. If the remaining estimate exceeds the availability of the target person/resource on that day, the suggested plan is the remaining available time for that person/resource. Issues without remaining estimate do not have any suggested hours. The plan cards in the Issues side panel show how much time has been planned on the issue and how many hours remain. 


4 hours have been planned on this epic, 27 hours remain

Example:

  • Issue has 100h remaining. John Doe has 6h available on a given day. When you drag the issue from the side panel onto that day, the Plan Time dialog box will suggest 6h to be planned.

To plan by dragging issues from the side panel:

  1. If the Issues side panel is not open, click  at the lower-right to expand it
  2. Use the tabs to select what you want to view in the panel. You can also use the search box to search for the issue. For more information, see Using and Configuring the Issues Side Panel.

  3. When you have found the issue on which you want to plan time, drag it to the date it should start for the relevant individual.
  4. If you are planning in the Days view, you will need to fill in the Plan Time dialog box.
    In the Weeks view, a plan calculated from available hours and remaining estimate is automatically added on the selected date.

The Plan Time Dialog Box

To fill in the Plan Time dialog box:

  1. Click Issue or Project, depending on whether you want to plan time on an issue or a project. Type the name or number of the issue or project in the search box, and select the issue from matching results. If you are planning time on an issue, you can also click inside the search box to use the issue lists to help you browse for the issue. By default, Recent, Assigned, and Favorite are displayed, but you can click the ellipsis (...) to see more options. If you want to show different issue tabs in the side panel, click the ellipsis, and then select Configure issue picker. For more information, see Using and Configuring the Issues Side Panel.

    1. The date you clicked on is selected in the Date field, but you can select a different date. You can also the Period check-box to plan work for a period that you define. When planning for a period you can opt to Include non-working days in your plan. This option appears when you specify a date-range that includes non-working days.
    2. You can plan time in hours per day, or based on a total number of hours. When you choose total hours, the total is divided equally by the number of days planned for. 

    3. If enabled by your administrator, you can also specify start and end times for your planned time. This is especially useful for time-sensitive tasks, or simply to plan out your day in detail.
    4. Select a reviewer if you need to have your plan approved, for example when requesting time-off from work. Tempo sends an email notification to the reviewer
  2. Fill in the remaining details for the plan, and then click Plan Time.
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