Planning Time for Teams in the Team Planning Timeline

Abstract

How to access and modify the Team Planning Timeline

Important

Creating and editing plans in the Team Planning Timeline requires the View plans and the Manage plans permissions for the team for which you are planning.

The Team planning timeline lets you plan time for your team using a weekly view. You can create plans for your team members directly in the calendar, or use the issues side panel to drag-and-drop plans directly into the team planning timeline.

To access the Team Planning Timeline:

  1. Select Planning planner_icon.png in the Tempo sidebar.

  2. Click ellipsis-button.png at the top-right, and select Timeline.

    Team Planning Timeline

Modifying the Team Planning Timeline view

You can modify the view of the team planning timeline to display the information the way you want.

  1. At the top-left, open the Teams drop-down and select the team you want.

  2. Select any of the options on the left to choose what you want to display.

Modify Team Planning Timeline view
  • To filter members of the team by Role, click Everyone, and select one or more roles from the drop-down.

  • To show or hide copies of team plans, click Show and toggle Copies of team plans.

  • To show or hide plans from other teams, click Show and toggle Plans from other teams.

  • To change the date range of the team planning timeline, click Weeks and choose DaysWeeks, or Months.

Creating and editing plans using the Issues side panel

In order to populate the Issues side panel, you need to link your team to their Jira issues. This involves first linking teams to their Jira projects, then selecting the team from the Tempo Team custom field in their Jira issues.

The quickest way to plan time for your team is to simply drag-and-drop Jira issues from the Issues side panel onto a team member's timeline in the Team Planning Timeline.

To drag issues from the side panel onto the timeline:

  1. Click the << in the lower-left corner to display the Issues side panel.

  2. Click the tabs to filter what's displayed in the side panel using these categories: Versions, Epics, Backlog, Iterations, Issues, and Filters. Click the hamburger_menu.png to open a menu and select other filters. You can also view issues tied to a specific Jira filter.

  3. Drag an issue from the side panel and drop it onto a team member's timeline. The amount of time in the Remaining estimate is used to calculate the amount of time scheduled for the plan.

    Create plans from Issues side panel
  4. To edit the amount of time scheduled, drag either end to change the duration of the plan, or click on the issue in the timeline. The Plan details are displayed in the side panel, showing all of the information from the planned task. Scroll down to Planned time and click the estimate to change it.

Creating and editing plans directly in the team planning timeline

You can use the Team Planning Timeline to create plans from scratch. You can also move and resize those plans to change for whom and when they are planned.

  • To create a plan, click the + on the date where you want to plan time for that team member. Fill out the Create Plan details in the side panel, similar to what's in the Plan Time form.

    Plan time for a team member
  • To move a plan, drag it to a different time or team member.

  • To change the plan's duration, drag either end of the plan in either direction.

  • To delete a plan, click the plan and then click (...) in the Plan Details side panel. Select Delete Plan.

  • To view the plan's parent issue, click the plan and then click (...) in the Plan Details side panel. Select View Issue.

  • To split plans, hover over a plan while holding the Ctrl key. Click on the division to split the plan at that date. Now you can modify each plan as you like.

Note

If plan approval is being used and changes are made to an approved plan, the plan will be re-submitted to the reviewer for approval and the plan status reverts to Pending.