Capacity Planner

Create a New Capacity Planner

To create a capacity planner:

1. Select Apps > Portfolio from the upper menu.

2. Select Capacity Planners from the left nav bar.

3. Click the New Capacity Planner button.

4. Select the appropriate groups, users or teams.
   

   

5. Click into the date fields to select the Bookings time frame. (You can configure which Jira date fields are used in the Booking parameters.)

6. Click Save.

Adjust Working Days

You can adjust your teams' working days in the App Settings:

1. Navigate to Apps > Portfolio and select Settings in the left nav bar.

2. Use the checkboxes under Working Days to indicate your teams' schedule.

3. Click Save.

Adjust Hours Per Day

You can also change the number of work hours per day in the App Settings:

1. Navigate to Apps > Portfolio and select Settings in the left nav bar.

2. Enter the appropriate number in the Hours Per Day field.

3. Click Save.

Change the Time Increment

You can zoom in or out on your view of your team’s capacity by changing the time increment of the capacity planner (Daily, Weekly, Monthly):

1. Click on the dropdown to the right of the Start and End dates.

2. Select the desired increment.

   

3. Click Save.

Identify Team Members Who Are Overbooked

Portfolio’s Capacity Planner uses color-coding to make it easy to see which team members are overbooked and which have more capacity:

• Red = Overbooked

• Green = Fully booked

• Yellow = No work booked

• Blue = Partially booked (with the color getting darker in proportion to the number of hours booked)
  

  

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.

View Original and Remaining Estimate

You can hover over a booking to view the Original and Remaining estimates.

Add Unplanned Work Items

The Unplanned work items panel lets you add items to a team member’s work load on the fly:

1. Find the Jira work item you want to add:

   1. Select the appropriate portfolio from the dropbox . A list of unassigned work items will be displayed.

   2. You can then use the search bar to filter for a specific work item.

2. Drag the work item to the capacity plan of the appropriate team member in the capacity plan. This will assign/reassign the work item.

Delete a Capacity Planner

To delete a portfolio:

1. Select Apps > Portfolio from the upper menu.

2. Select Capacity Planners from the left nav bar.

3. Select the appropriate capacity planner and click on the Trash icon to the right.
   

   

4. Click Delete.