Making a filter to show all users with active tasks in a project.

Question

Trying to figure out a way to make it so I can see all users within a project or multiple projects. This is to figure out who is working on a project and see if they have availability to start working on other projects, or if they will soon. Poor mans resource management, if you will.

Project 1 has users A B C D E F G

Project 2 has users C D E F G H I

something like this or could just be, User A in project 1 3 5, User B in project 1 2 4

Still working on advancing my JQL knowledge, not sure if this is too complex or not.

Bill Sheboy · Answer

Hi @Logan Harvey -- Welcome to the Atlassian Community!

Search filters in Jira using JQL (Jira Query Language) only find issues, and not other entities, such as users.  (JQL is not a generic SQL.)

You could find issues which are in-progress with assigned users, and use that information to create the reporting you describe, such as in a Jira dashboard or external spreadsheet tool.  For example:

project = projectA
 AND assignee IS NOT EMPTY
 AND statusCategory = "In Progress"
 ORDER BY Assignee ASC

To learn more about creating such filters, please see this documentation and free training from Atlassian:

https://support.atlassian.com/jira-software-cloud/docs/search-for-issues-in-jira/
https://university.atlassian.com/student/path/849533-gain-project-insights-through-jql

If you want more advanced reporting, please check the Atlassian Marketplace for addons / apps: https://marketplace.atlassian.com/

Kind regards,
Bill

Trudy P Claspill · Answer

Hello @Logan Harvey

Welcome to the Atlassian community.

Filtering is intended to return a list of issues, not users.

You could get a list of all "active" issues in your project, and you could use the native dashboard gadgets Two Dimensional Filter Results to tabulate that data to see how many issues are assigned to each person in each project. This will only show you users that have assigned issues, not the users that don't have any active issues.

If you need to include the users that don't have active work in the projects of interest you will need to make a "dummy" project and assign each user of interest an issue in the dummy project. Then include the dummy project in your filter, which will force inclusion of all users of interest in your output.

That doesn't give you any information about how long any of the work is expected to take.

And this is all based on the user being assigned issues. It doesn't consider if the user is assigned to a role in the project.

If you need to see the data about when their assigned work is due, I recommend that you consider a roadmapping app that will help you with resource planning. There are several available in the Atlassian Marketplace.