View Resource Allocations and Plans

A team member must be a part of a holiday scheme or workload scheme, or a member of a Tempo team, to be visible in the Resource Planning view.

By default, all resources to whom you have permission to view are displayed in the Resource Planning vie.

To access Resource Planning, select Planning  in the Tempo sidebar. The Weeks view is displayed by default.

Plans that have their Jira issues deleted are shown on the Resource Planning view. If you wish to delete those plans, you can modify the default settings in Set Planning Options.

View how much time is allocated

Resources are displayed in a list on the left side of the Resource Planning view, followed by their available hours for the selected period. 

The main calendar on the right side of the Resource Planning view is where you can see the total number of hours that each individual is scheduled to work on each day. The number of working hours available for each resource is according to their Workload scheme, such as 8 hours per day. 

• A green check mark indicates that a resource is fully allocated.

• A yellow "progress" bar shows you the relative amount of hours that are already allocated.

• A red bar indicates that a resource is over allocated. The total number of hours planned is also shown.

View team member’s plans

You can view the plans per Jira issue for each resource by expanding their name in the resource list.

If user skills are defined, they will appear under the resource's name.

When a resource's plans are expanded, you can see the plans on each Jira issue and that issue's current workflow status, such as TO DO, IN PROGRESS, or DONE. The statuses that are displayed depend on how your Jira instance is configured.

View Plans in compressed mode

When planning for a large team you can use the compressed mode to see all plans and all calendar events without scrolling down multiple lines of Jira issues. When compressed, Jira issues are summarized under each resource name. Plans and calendar events are collapsed to take less vertical space making it possible to list all plans and events on a single page at a time.

The total number of hours is displayed for Plans and the planned periods span across the same horizontal lanes in order to save valuable space on the planning board. Similarly, the total number of hours is displayed for Calendar events and events span across one horizontal line. Tooltips provide plan and event details.

1. In the upper right-hand corner, click the Settings cogwheel and check Compressed View.
   The Resource Planning view switches from regular mode to compressed mode.
   

   

   
   The issue key might not appear if the plan duration is less than four days long. In this case you can hover over the planning board to see the issue key and other details in the tooltip.

2. If the Show Calendar Events  in the Settings cogwheel is checked, then events are displayed. Events are summarized in front of the Calendar events label when the Resource Planning view is compressed.
   

   

3. Hover-over the plans in the lanes to see the name of the Jira issue they represent and the number of hours.

4. Click on the horizontal block to open the Edit Period Plan window, if you wish to make any changes.

To return to regular mode, click the Settings cogwheel and uncheck Compressed View. This will undo the compressed mode and switching to regular mode where plans and events appear separately per Jira issue.