You'll need Jira administrator permissions for these tasks.
Just starting out with Tempo Capacity Planner? After you have installed it, you need to set it up.
Watch this video or follow the steps below to get going!
It's best to first create a Jira group with all Tempo users in it, then grant the Tempo Planner Access permission to that group.
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Make Tempo Capacity Planner available to your company.
First things first, make Capacity Planner available to your company with the Tempo Planner Access permission - see Giving Access to Tempo Apps.
All Jira software users have access to Capacity Planner by default, so that may be all you need. However, if this is not the case, then you need to grant access to the correct Jira group or groups. Perhaps only specific departments in your company need to use Capacity Planner? Alternatively, you can initially grant access to a small group of evaluators for the start of your Tempo Planner rollout plan, then add employees to the group when you're ready for everyone to use it.
Having a Jira group set up for this makes it easy to add or remove employees as your company’s needs change.
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Grant the Tempo Administrator permission.
Grant this permission to the appropriate person or group of administrators in your company so they can set up and manage Capacity Planner. This is a permission that Tempo adds to the Jira Global permissions - see Global Permissions for how to grant it.
It’s best practice to grant permissions soon after installing Tempo Capacity Planner to provide employees in your company a great experience.
As a Jira administrator, you automatically have this permission, but you can assign it to others.
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Grant these Jira Project permissions.
Ensure that all necessary Jira Project permissions are assigned to everyone in your company who needs them to work effectively in Capacity Planner.
Grant the Browse Projects and Work on Issues permissions to a Jira group that includes all Tempo users. These are standard Jira Project permissions - see Project Permissions for how to grant them.
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Set up for plan approvals.
If you want to use the plan approval process in your company, such as for approving vacation plans for your team members, ensure that Enable Plan Approval is enabled in the Settings.
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Create Tempo teams and set them up.
Tempo Teams makes it easy for managers and team leads to plan and manage the time for their resources. Teams are also required for the plan approval process. See Setting up for Tempo Teams for how to do this.
Once you've completed these steps, you're ready to proceed with other tasks to set up Tempo Capacity Planner, as outlined in the Administrator’s Guide.