Tips for Future Project Planning

Abstract

Planner workflow tips and tricks

When you're planning for a project that's a bit further in the future, there can be many unknowns - Do you have enough resources? Who's working on this project? Do you need to create Jira issues yet?

Here are some Resource Planning view features and workflow tips that can help you navigate in this unknown territory:

  • Switch to the Weeks view to see the big picture, then use the date picker to set the planning period to show several months ahead.

  • Ask your resources or team leads to plan their vacations and planned time off and add them to the calendar so that it's clear who's available when.

  • Create a Jira project and basic epics for your future project. You don't need to create individual Jira issues/tasks yet.

  • Capacity planning should be done on a higher level (Jira project or epic) against a role, not specific resources. To do this, you can create "placeholder" Jira users if you know you'll be needing or hiring more resources, but they haven't started yet.

    Then you can add them to Tempo teams, assign them a role for skills that are needed, and add them to a Workload scheme with 0h. That way, the placeholder users will show you the correct availability versus the demand of your upcoming project.

  • Filter by Roles to help you find the type of skills you need for the project, even when you don't know which team or resource is available.

  • Create high-level plans on the Jira project and its epics for placeholder Jira users or actual resources: click Project instead of Issue in the Plan Time form to plan time on projects, or configure the Issues side panel to add your Project on a tab so that you can see its epics and easily drag them to someone's timeline in the Resource Planning view.

  • When you're ready to assign plans to specific resources, move the plans you created earlier for the "placeholder" users to the actual resources to secure their time for your project. Simply drag the plan onto the resource's timeline.

  • When you have finally created Jira stories and issues for your project, you can edit any existing plans to swap out Jira projects or epics for specific Jira issues.