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Exporting Team Plans from the Team Timeline


  • Team Timeline is a Classic Team Planning feature that was made "Legacy" Feature in Tempo 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:

  1. Select Planning :planner_dc:  in the Tempo sidebar.

  2. Click  at the top-right, and then select Timeline.

  3. Select a period and other view options.

  4. 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

  • user

  • team


In Tempo 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)


  • habib

  • 5

The Jira username of the team member whom the work is planned for or, in the case of team plans, the team ID.


Tip

You can also know the team ID from the URL of the team members timeline in Tempo Planner.


Plan item type

  • issue

  • project

  • component

  • version

  • sprint



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


  • TO-15

  • TO

Content varies depending on the plan item type:

  • For components: empty field

  • For issues: Issue key

  • For projects: Project key

  • For sprints: empty field

  • For versions: empty field

Plan item name


  • "Design usage reports"

  • "Tango 1.2"

The name of the issue, project, component, version, or sprint.

Plan item description


  • "As an IOS user I need to be able
    to see reports about my usage"

  • "Version for June release"

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 Planner, if a plan has a plan summary, the plan summary is displayed on the plan on the timeline.

Planned time (hours)


  • 16

  • 132

The number of work hours that are planned in the plan.

Planned time (fraction of each working day)


  • "0.75"

  • 1

Planned time shown as a decimal fraction. 

Start


  • "2016-04-11"

  • "2016-04-13"

The start date of the plan.

End


  • "2016-04-14"

  • "2016-04-15"

The end date of the plan.

Repeated instance of a plan

  • FALSE

  • empty field


  • A single plan that is not repeated:  FALSE

  • The first plan in a series of repeated plans: FALSE (Although the plan is repeated, the plan is the original plan, not a repeated instance.)

  • Part of a series of repeated plans but not the first plan in the series: empty field

Repeat frequency

  • NEVER

  • WEEKLY

  • "EVERY TWO WEEKS"

  • MONTHLY

  • empty field



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 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.

  • A team plan in the team row: empty field

  • A team plan in a user row: Team ID

  • An individual plan in a user row: empty field

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

  • folio

  • team

  • project


Used by the Tempo Support organization for troubleshooting problems.

Scope ID


  • 5

  • 10130

Used by the Tempo Support organization for troubleshooting problems.

Plan item ID


  • 10330

  • 10222

Used by the Tempo Support organization for troubleshooting problems. This field is also necessary if you import plans into Tempo Planner from a .csv file.


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