Capacity Planner (Cloud)
Capacity Planner (Cloud)
Breadcrumbs

Resource Planning

Managing users in Resource Planning requires the View Plans permission for the teams to which the users belong.

Proper resource planning is critical for any organization, and the Resource Planning view gives you the tools you need:

  • Resource managers can optimize available users and identify the users needed for current and future projects, including those from other teams.

  • Executives can examine where users have available time to understand where business opportunities lie or determine whether additional staffing is needed.

  • Managers can make more effective decisions based on comprehensive, real-time data rather than relying on static calendars. 

  • Teams can get organized with simple and efficient communication of priorities.

The Resource Planning view is invaluable as a visualization tool, allowing you to see all your users along with their time allocation. At a glance, you know who has available hours and who is overbooked for the designated time period.

resource-planning-overview.png

The view dropdown offers two view options:

  • Weeks view for the big picture (as shown above)

  • Days view to focus on the daily details

The user list on the left can be sorted and expanded, allowing you to view plan details for each user. You can see only the members of the teams that are visible to you. You can also customize exactly which users you want to see using filters.

After you have selected a planning period, you can plan time for your resources or team members at the issue or project level directly on the timeline or by dragging issues from the Issues side panel.

Learn more