The Team Planning feature is a high-level view of teams' assigned work, typically represented by Jira Epics, and can serve as a delivery roadmap for Tempo Teams. This multi-team planning view provides team managers with insights into each team’s capacity and workload, including planned time off and vacations.
The Team Planning view automatically visualizes Jira Epics that are assigned to Tempo Teams on an intuitive timeline. Those visualized Jira Epics are referred to as team plans in Capacity Planner.
Tempo Teams are groups of Jira users who work together in some way, such as on the same project or in the same department (see Managing Your Teams for more information). Tempo Teams are also central to working in Tempo Capacity Planner.
Before You Begin
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The Tempo Team custom field must be included in Jira Epics (hierarchy level 1 and higher), and the Start date and Due date fields are enabled.
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The Tempo Team, Start date, and Due date fields are populated for the Jira Epics
Switch to Team Planning
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If the Resource planning tab opens, click the Team tab.
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Add the teams to the Team Planning view.
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Toggle between Weeks, Months, and Quarters views to see the roadmap of multiple teams.
You can update plans by dragging them across each team's roadmap. You can also edit the plan in Planner to set Jira dates and team assignments.
Drill down to plan for team members in the Weeks view.
You can use Filter by to narrow down the displayed plans. The Add Teams button lets you add or remove teams from the view.
Create Plans
Tempo Planner offers different ways for you to plan and manage time for your team, depending on how you like to work:
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Start planning immediately with Flex Plans and then add a Jira work item or team when you have more information.
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In the Team Planning view with a Weeks breakdown, you can plan tasks for individual user team members. Select the Resource Planning view to plan on your resources. This view also takes into consideration time blocked for calendar events and planning for generic resources.
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Use the Jira Import feature to automatically create plans for your team based on existing Jira work items assigned to them.
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Select the Days view in the Resource Planning view to make changes to plans for only a single day and manage the time for each team member for the current week. Use Filter the Resource Planning view by TEAMS, roles, etc. in the Resource Planning view, not available in the Team Planning view.