Capacity Planner (Planner on Cloud)
Capacity Planner (Planner on Cloud)
Breadcrumbs

Resource Planning

Managing users in Resource Planning requires the  View Plans  permission for the teams to which the users belong.

Proper resource planning is critical for any organization, and the Resource Planning view gives you the tools you need:

  • Resource managers can optimize available users and find the users needed for current and future projects, even from other teams.

  • Executives can look at where users have time available to understand where business opportunities lie or determine whether more staffing is needed.

  • Managers can make more effective decisions based on comprehensive real-time data rather than static calendars. 

  • Teams can get organized with simple and efficient communication of priorities.

The Resource Planning view is invaluable as a visualization tool, allowing you to see all your users along with their time allocation. At a glance, you see who has available hours and who is overbooked for the designated time period.

resource-planning-overview.png

The view dropdown offers two view options:

  • Weeks view for the big picture (as shown above)

  • Days view to focus on the daily details

The user list on the left can be sorted and expanded so you can view plan details for each user. You can see only the members of the teams that are visible to you . And you can customize exactly which users you want to see  using filters .

After you have  selected a planning period , you can  plan time for your resources or team members  at the issue or project level directly on the timeline or by dragging issues from the Issues side panel.

Learn more