The Plan Time Form

• Team members can plan time for themselves, either vacation or time off or to work on issues.

• Planning time for other team members using the Planned Time form requires the View Plans and Manage Plans permissions for that team.

The Plan Time form opens for you to create a plan when you do any of the following:

• Click the Plan Time icon in the Resource Planning view.

• Click the + on a day in the calendar in the Resource Planning view.

• Drag across multiple days in the calendar in the Resource Planning view.

• Drag an issue from the Issues side panel to a day in the calendar in the Resource Planning view.

• Click an existing plan card.

• Click Plan Time in the My Work Calendar in Tempo Timesheets.

• Select Plan Time from the Tempo panel in a Jira Issue view.

See Planning Time for Resources for more information about creating plans in these ways.

Completing the Planned Time Form

The values you need to enter to plan time will depend on whether or not this is a synced plan.

For synced plans:

1. Select the issue to sync the plan with.

2. Enter any missing data from the required sync fields.

For non-synced plans:

1. In Resource type, select either User or Generic User, and then choose the team member you want to assign the plan to.

2. In Plan item type, select either Issue or Project, and then select Jira issue or project.

   • We recommend planning time on a Project for high-level planning.

   • If you're searching by Issue, click in the Search field and use the three tabs, which are the same as in the Issues side panel - see Finding Issues with the Issue Picker.

3. You can Include non-working days in your plan, such as weekends or holidays.

4. Enter the Start and End dates.
   If your plan spans more than one year, we recommend dividing it into two plans. Tempo Capacity Planner supports a maximum of one year span per plan.

5. Enter the number of hours for the plan using either of these methods:

   • Enter the number of hours of Planned Time per day if it doesn't matter when the planned hours are in a day. Then select whether these hours are Per day or the Total number of hours.

   • If your Tempo Admin has enabled the Start and End time fields, you can specify when you plan to work on the item. This is useful for time-sensitive tasks, or simply to plan out your day in detail.

6. If you want to add a description, set a repeating plan, or set a reviewer, show the extra fields.

   • If you need to have your plan approved, such as when requesting vacation or other time off, Tempo sends an email notification to the reviewer. The Status of your plan will be Pending until it is either Approved or Rejected. See Approving Plans for more information.
     If you have only one reviewer, the reviewer name is pre-selected.

7. Click Plan Time and the plan is displayed for you or the resource on those dates in the Resource Planning view.