Capacity Planner
Create a New Capacity Planner
To create a capacity planner:
Select Apps > Portfolio from the upper menu.
Select Capacity Planners from the left nav bar.
Click the New Capacity Planner button.
Select the appropriate groups and/or users.
Click into the date fields to select the Bookings time frame. (You can configure which Jira date fields are used in the Booking parameters.)
Click Save.
Adjust Working Days
You can adjust your teams' working days in the App Settings:
Navigate to Apps > Portfolio and select Settings in the left nav bar.
Use the checkboxes under Working Days to indicate your teams' schedule.
Click Save.
Adjust Hours Per Day
You can also change the number of work hours per day in the App Settings:
Navigate to Apps > Portfolio and select Settings in the left nav bar.
Enter the appropriate number in the Hours Per Day field.
Click Save.
Identify Team Members Who Are Overbooked
Portfolio’s Capacity Planner makes it easy to see which team members are overbooked and which have more capacity. The capacity of team members who are overbooked is rendered in orange, while the capacity of team members who are available for more work is rendered in blue. Light blue indicates that the team member has no work booked for the day.
Update a Booking - Dates and Estimates
Each of the assignments in the Capacity view can be moved around using drag and drop.
You can also shorten or extend a booking by moving its corners.
To update the Estimate on a work item, double-click on the booking. A pop-up will appear where you can update the assignment.
Add Unplanned Work Items
You can add work items to a team member’s work load on the fly:
Find the Jira work item you want to add a team member’s plan:
Click into the Select Portfolio dropbox and choose the appropriate portfolio.
Select the Jira work item and drag it to plan for the appropriate team member. This will reassign the work item.
Delete a Capacity Planner
To delete a portfolio:
Select Apps > Portfolio from the upper menu.
Select Capacity Planners from the left nav bar.
Select the appropriate capacity planner and click on the Trash icon to the right.
Click Delete.