Resource Planning / Resource Overview

Martin Möderndorfer August 7, 2011

Hello,

Does anyone know a good resource management or workload (availability of team members) overview plugin for Jira?

I would like to get a spreadsheet with Team Members / Groups on the y-Axis and the time (filterable, adjustable range) on the x-Axis. The Projects/Tasks should be visible as gant or as timelines (phases as seperate boxes) in order to see which projects are assigned to which team members and which team members still have free time / ressources.

The difference to a simple gantt chart is that we are talking about different projects not a single projects in order to schedule project managers and/or groups. the idea of designing a project called "overall duties" with company projects as subtasks. the view is more a gantt for ressources than for tasks.

Best would be also the possibility to assing team members to projects "part time" which means that some projects only consumes e.g. 30% of the time of a team member. Thus, there is a need to assign more than one projects to a team member for a certain time.

Also, this could be used as a planning tool for a kind of project portfolio management....

thx & regards

Martin

12 answers

7 votes
Oleh Vasyliv September 21, 2014

ActivityTimeline add-on for both JIRA Cloud and JIRA Server does exactly what Martin asked for (resource and workload management). 

Marketplace link: https://marketplace.atlassian.com/plugins/com.activitytimeline.plugin 

Website link: http://activitytimeline.com/ 

Tayyab Bashir
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
January 26, 2016

 

 

image2016-1-26 18:12:27.png

This plugin doesn't show the option to either get a Free trial or to buy the plugin on JIRA Server.

Oleh Vasyliv January 26, 2016

Hello Muhammad,

ActivityTimeline is an externally installed add-on (outside of JIRA interface).

You can start the free trial at https://activitytimeline.com/start-trial.html

The license can be purchased at https://activitytimeline.com/buy-license.html

Thanks

Update:

ActivityTimeline is available as a native add-on for Jira Cloud now:

https://marketplace.atlassian.com/apps/1220860/activity-timeline-for-jira-cloud

Like Jeffrey Vollherbst likes this
Tayyab Bashir
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
January 27, 2016

Okay, Thank you smile

2 votes
Midori
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
June 30, 2015

Build a custom template for the Better Excel Plugin.

We're just working on an XLS template with a similar use case like yours. It has some frozen columns in the left-side (issue key, summary, etc.), plus a scrollable timeline view in the right. The timeline is actually a series of columns, each representing a (work) day. The data cells are color-coded based on the assignee, resulting in a nice visual map for resource planning.

(I will post a screenshot later if there is interest.)

Josie Hoffman September 18, 2019

@Midori this sounds like exactly what my team could use. How did it wor out for your team? COuld you and I connect to do a demo of it? Or perhaps do you have this template available for others to use please?

Like Parithosh P likes this
Aron Gombas _Midori_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 19, 2019

@Josie Hoffman I am in the same team as Ferenc.

So, this Excel template was developed for a specific use case and for a specific customer. It was delivered about 4 year ago, and we managed to meet the expectations: some columns with issue fields in the left, plus "timeline bars" implemented with colored cells in the right. 

Customer was happy, but he didn't allow to use his template as demonstration material, sorry.

But, to answer your question, it is absolutely possible with the Better Excel Exporter app.

(Disclaimer: Ferenc and myself are developers of the app.)

2 votes
Annastashia Cambridge August 22, 2011

Have a look at the Tempo plug-in. I am looking at this myself currently to solve a similar issue.

http://www.tempoplugin.com/

1 vote
Jane Johnson December 10, 2016

https://marketplace.atlassian.com/plugins/com.altansenel.jira.plugins.jira-resource-planning-plugin/server/overview

I have already used this plugin. I think that it is a good solution for resource planning because it is simple,effective and cheap when compared to other options in the market.

0 votes
Tom Ng May 11, 2021

I would recommend a new app in the marketplace TeamBoard Team Resource for Team management and TeamBoard Project Resource for projects and program, it has morden design and rich features. You can also request new features and the team react quickly.

Note: I am working for DevSamurai the maker of the app so my answer maybe biased

0 votes
Carsten Hilber
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 30, 2016

Hi,

AIM - Agile IT Management just got into the Marketplace with a Plugin for Resource Management.

It adds capacitive perspectives, no issues are needed to define on which project someone is working on. It is made for having an easy overview of the resources working on your projects.You can quickly see when a team member or co-worker has conflicting assignments on several projects. You can also define absences. The main board is a utilization forecast, see screenshots here:

Bildschirmfoto 2016-05-31 um 08.49.00.png
Plugin in Marketplace: https://marketplace.atlassian.com/plugins/net.naomi.jira.jira-rp/server/overview
Documentation: https://wiki.agile-it-management.de/display/JRRMA/

We are working on some views to integrate these into jira-software, e.g. to see the availability in sprints or releases while planning, as well as on better absence categorization and usability. We are always looking for customers that tell us about how they are working so feel free to try it out and get in touch with us.

0 votes
Viðar Svansson [Tempo]
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
December 4, 2014

The Team Timeline in Tempo Planner is designed to enable you to plan different projects on team members or schedule iterations on the entire team. It gives you visibility of team member availability as well as computing the capacity of the team. 

0 votes
Midori
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
September 12, 2012

your requirement is fairly custom, so there is probably no plugin that provides exactly this output out of the box. if you have no problem to build something on your own, you could use this report as a starting point.

this visualization is generated from JIRA issues using a very simple Groovy script (see the tutorial) and the JIRA PDF View Plugin.

0 votes
Viðar Svansson
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
November 6, 2011

I think what you are looking for is the Team Timesheet in Tempo: http://wiki.tempoplugin.com/display/TEMPO/Team+Timesheet

Have a look at what Tempo has to offer for project managers http://www.tempoplugin.com/tempo-for-project-managers, it does support resource planning as wall as time tracking. This combination allows you to see wheter people are working as scheduled.

You can see the Team Timesheet in action in this video http://www.youtube.com/watch?v=LkUi9qqxFlA at 2:12.

0 votes
Martin Möderndorfer September 6, 2011

the tempo plugin seems more to be a kind of time tracking for employees. is there a resource utilisation forecast within this tool? i don't think so.

0 votes
Jeff Guthrie August 9, 2011

Yes I am keen to know if there is any resource scheduling component in jira/greenhopper to see if people are at capacity/when they will be done with projects.

0 votes
Jeff Guthrie August 9, 2011

Yes I am keen to know if there is any resource scheduling component in jira/greenhopper to see if people are at capacity/when they will be done with projects.

Suggest an answer

Log in or Sign up to answer