Exporting Team Plans from the Team Timeline
Team Timeline is a Classic Team Planning feature that was made "Legacy" Feature in Tempo Capacity Planner 7.13.0. Classic Team Planning features are disabled by default for version 7.13.0 and later.
Enabling the Classic Team Planning features requires the Tempo Administrator permission.
Exporting team plans requires the View Team Plans permission.
You can export a team's plan for a selected period to a comma-separated values file format (CSV) and import the file into other software, such as spreadsheet software. All plans made for the team on the Team Timeline are exported. Personal plans made in Resource Planning or plans made for your team members on timelines of other teams are not included in the export, even though you have selected to show plans from other teams on the timeline.
To export data from a team's timeline:
Select Planning :planner_dc: in the Tempo sidebar.
Click … at the top-right, and then select Timeline.
Select a period and other view options.
Click :export_dc: to export the data.
Fields in the Export File
Field | Possible values | Examples of values | Explanation |
---|---|---|---|
Planned for | "Habib Adebayo" | The name of the team member whom the work is planned for or, in the case of team plans, the name of the team. | |
User or team row |
| In Tempo Capacity Planner, on the team members timeline, the top row is the team row. The other rows are user rows, which correspond to individual Jira users. A team plan in the team row - team Copy of a team plan in a user row - user An individual plan in a user row - user | |
Planned for (team ID or username) |
| The Jira username of the team member whom the work is planned for or, in the case of team plans, the team ID. TipYou can also know the team ID from the URL of the team members timeline in Tempo Capacity Planner. | |
Plan item type |
| ||
Project key | TO | The project key of the project that is associated with the plan item. If the plan item is a project, then the Project key field and the Plan item key fields contain the same key. | |
Plan item key |
| Content varies depending on the plan item type:
| |
Plan item name |
| The name of the issue, project, component, version, or sprint. | |
Plan item description |
| The description of the issue, project, component, or version. If the plan item is a sprint, the field is blank. | |
Plan summary | "Preparatory work" | In Tempo Capacity Planner, if a plan has a plan summary, the plan summary is displayed on the plan on the timeline. | |
Planned time (hours) |
| The number of work hours that are planned in the plan. | |
Planned time (fraction of each working day) |
| Planned time shown as a decimal fraction. | |
Start |
| The start date of the plan. | |
End |
| The end date of the plan. | |
Repeated instance of a plan |
|
| |
Repeat frequency |
| ||
Repeat until | "2016-05-25" | If the plan is the first plan in a series of repeated plans, the Repeat until field indicates the latest possible start date of a repeated plan. | |
User row of a team plan (team ID) | 5 | In Tempo Capacity Planner, on the team members timeline, any plan that is created on the first row (that is, the team row) is also displayed on each user row (unless the user's individual plans take up the whole working day). Each user-row instance of a team plan is considered to be a plan and has a separate line in the data of the .csv file.
| |
Plan ID | 230 | Used by the Tempo Support organization for troubleshooting problems. | |
Parent plan ID | 225 | The ID of the earliest plan in the series of which the plan is a part. Used by the Tempo Support organization for troubleshooting problems. | |
Plan created | "2016-03-24" | The date on which the plan was created. | |
Plan created by | jessie | The JIRA username of the person who created the plan. | |
Last plan update | "2016-04-08" | The date when a user last updated the plan. | |
Plan last updated by | jessie | The JIRA username of the last person that updated the plan. | |
Scope type |
| Used by the Tempo Support organization for troubleshooting problems. | |
Scope ID |
| Used by the Tempo Support organization for troubleshooting problems. | |
Plan item ID |
| Used by the Tempo Support organization for troubleshooting problems. This field is also necessary if you import plans into Tempo Capacity Planner from a .csv file. |
Related Topics
Editing, Moving, Splitting, and Deleting Plans in the Team Planning Timeline - Tempo Server
Approving and Rejecting Plans in the Team Timeline - Tempo Server
Comparing Remaining Estimate with Planned Time - Tempo Server
Viewing Unresolved Issues on the Team Timeline - Tempo Server