How to export a report or dashboard for team capacity (Available vs occupied)

[Bhargav Prajapati]

Q1 - We need to generate a report based on work efficiency, need to check whether any of teammates are overloaded or how much capacity available for remaining days of current year.

Q2 - Need to restricted some keys in the sub task or task issues like user can not be able to modify the target start, target end or due date.


(Kindly share a supporting document)

[Chris Chappelear _Tempo_]

Hello @Bhargav Prajapati !

Welcome - again :) - to the Atlassian Community!

Tempo also has a resource allocation and capacity management app called Capacity Planner

With Capacity Planner, you're able to view the capacity of specific team members by day and week.

The green bars mean a team member is fully allocated for the day. 

The yellow means that there is still some time left in their day to allocate.

The read means that they are overloaded.

You can then export this and Capacity Planner provides you with this .csv report

Should you have any questions, you can reach out to me directly at cchappelear@tempo.io

Disclaimer: I work on the Product Marketing team for the company that developed this app.

[Yuliia Hushcha _Reliex_]

Hi @Bhargav Prajapati 

Welcome to the community!

The “Resource Utilization Report” by ActivityTimeline helps to understand whether your resources are utilized to the fullest extent, track workload, and prevent the work over- or underload.

The report is available on both team & individual levels to see the total available & used capacity. 

As for the second question, you can configure it in Jira permissions. 

If you have any questions or feel like trying out a free demo session would be helpful, we'd love to set that up for you! Just let us know.

[Amay Purohit_RVS]

Hi @Bhargav Prajapati 

Welcome to the community !!

A mktplace app can help to plan the capacity of your teams. If you are open to try one, take a look at :

Capacity Planner

With the add-on you can :

• Maintain the team members daily capacity in a template and decide work allocation.
• Define resource leaves.
• Plan capacity either for time estimates or story points.
• Check the effort progress of the resource and make decisions accordingly.
• Track the actual time spent per task

 Do try it out.

Disclaimer : I work for the vendor who built this app

[Trudy Claspill]

Hello @Bhargav Prajapati 

Welcome to the Atlassian community.

Q1 - Jira does not natively provide capacity reporting. You would need to consider third party apps for that. Here is a search from the Atlassian Marketplace to help you get started.

https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=capacity

Q2 - Jira does not natively provide the ability to set permissions on a per field basis. Some fields are connected to Project permissions, such as you need the Assign User permission in order to change the Assignee field. More information about that in the Project Permissions documentation.

https://support.atlassian.com/jira-cloud-administration/docs/manage-project-permissions/

https://support.atlassian.com/jira-software-cloud/docs/next-gen-permissions/

However the tags on your post indicate you are using a Free subscription for Jira. If that is true, be advised that you cannot customize Permissions in a Free subscription. All users that are granted access to your Jira instance will have all permissions in all projects.

https://support.atlassian.com/jira-cloud-administration/docs/what-is-the-free-jira-cloud-plan/

If you want to explore options for restricting field editing capabilities you might want to review the ScriptRunner Behaviours app from Adaptavist.

https://marketplace.atlassian.com/apps/1228522/behaviours-scriptrunner-for-jira-cloud?tab=overview&hosting=cloud