It's not often I come onto a shared forum and beg but that is exactly what I am doing now - begging. I really, really need some advice as trying to find the right solution to my problem is driving me crazy.
All I need is resource and capacity planning for my Jira issues. I have trialled a few different plugins and add-ons but none handle exactly what I want. My last resort is to ask if anyone knows of something that will.
I use a Kanban board to track people's tasks. I don't use Scrum because I am in a client-focussed team. The number of interruptions make Kanban more suitable.
So I have a long list of tasks in the backlog. Each task has an estimate and each task is assigned to an individual.
What I really need is something that can:
1. Allow me to schedule tasks for a person (ideally that's not a Gantt view)
2. Allow tasks to have some kind of dependency. If I have a long schedule of tasks and I want to drop a new task right in the middle of the schedule, I need the other tasks, that come after it, to move accordingly
3. Track resource utilisation i.e. capacity. I need to set a workload for a particular person and have the solution show me if they are under/over utilised
4. Run reports on person or team utilisation so I can see what I have capacity
5. Perhaps (but not necessary really) export the schedule to an ical link (or failing that to excel) so I can share the calendar with a client.
6. IT would be great to have the scheduling tool set planned start and end dates - so I can show these on the task cards in the Jira board
There has to be something! Surely.
So far I have tried:
Tempo Planner - good but it doesn't have the ability to drop a task in the middle of other tasks and for the other tasks to move. There is something about 'blocks' and 'is blocked by' use in Tempo Planner but I can't see how that works (I am trying right now).
ActivityTimeline - very good software. Ok, it's outside of the Jira UI but it's really good. Again though, doesn't have the ability to link tasks. It has a bulk reschedule tool but this doesn't work reliably.
BigPicture - I admit I wasn't sure what to do here. On first examination it just looked like a Gantt chart. I'm not averse to a Gantt chart. I just don't like the way Gantt charts are laid out.
Please, if anyone out there can help I can't tell you how much I would appreciate it.
Hi @Paul Farrell,
I will try as best I can to offer you a complete solution though it seems you have already looked at quite a few add-ons. I will cover some of them again as they do offer a solution to your requirements with relevant links to where I believe you may have hit a wall.
Tempo Planner - For dependencies to be respected you need to plan issues using the iteration timeline. Great if you are using versions in a project.
Activity Timeline - I agree with you that it s powerful and it sits outside from Jira. The issue I have had with it is similar your experiences; it is difficult for it to perform basic commands, and sometimes syncing breaks down.
Portfolio for Jira - PoJ was built for this reason by Atlassian, basically a resource and capacity planner for your projects. It supports dependency planning, resource / team management. The only issue I have had is the learning curve for effectively learning how to use the tool effectively. Not a deal breaker I'm sure, the documentation really helped me get up to speed.
Hope this helps
Hi Danny. Thank-you so much for your response. I really appreciate you taking the time to write.
Based on your feedback I have gone back to look at Portfolio for Jira.
I like what I am seeing. I am looking into how granular it can do capacity planning. As yet I have not been able to report on team and individual capacity. I will keep looking though.
Hi @Paul Farrell,
Have a look at these articles on capacity planning;
Hello @Paul Farrell,
maybe look at this new plugin by @MoroSystems Support.
Maybe you will find some of these features useful for your planning and tracking utilisation.
Well I have to say, so far, I'm not finding it too intuitive.
Firstly, although I am the main JIRA admin, I had to go through adding myself to every permission.
Also, I have absolutely no idea how to import a list of current Jira issues into the planner. If I choose 'Import to Scope', it asks me to type in an Activity Name. It is almost as if it is asking me to import the Jira issues one by one. I can't imagine that's the case.
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