How to plan & track capacity planning in JIRA?

[shravya chinthapatla]

Hi Team,

I wanted to plan and track capacity planning and resource mapping for quarterly planning in JIRA. Is there any available way without taking any additional plugins in JIRA and achieve  this. 

Also, Please let me know if there are any best suitable project templates in JIRA which can help in tracking Progress.

Thankyou!

[Yuliia Hushcha _Reliex_]

Hi @shravya chinthapatla 

If you consider using a plugin I would suggest ActivityTimeline. ActivityTimeline provides resource planning and availability on a timeline view.

You can track tasks progress, workload, and availability for each employee taking into consideration the part-time, full-time, or even different work schemes for users, and holidays.

You can plan and track capacity planning and resource mapping for quarterly planning in Jira as well.

Workload or availability could be calculated for individuals or teams on the same view. And you can create the work schedule and set the number of hours (or story points) for team members.

If you have any additional questions, please feel free to ask me. We can provide a demo session for you if need it.  

[Irina Cherkasova - Planyway]

Hi @shravya chinthapatla

I'm afraid this can't be done without an additional plugin, so I suggest that you consider Planyway plugin for Jira that will help you get what you are after.

After setting working hours across the team and adding time estimations to tasks, you will be able to see in percentages the free time that each teammate has on their hands and allocate or redistribute the workload accordingly. The overallocated hours will be shown as well.

Furthermore, by stretching scheduled items to a side, you can change their duration and therefore, optimize the workload to make sure it doesn’t exceed the daily capacity.

If you have any further questions, we can schedule a demo to showcase you the full capacity of the tool pared with your user case

[RVS_Support]

Hi @shravya chinthapatla 

You will need an app for this requirement. There are multiple marketplace apps for capacity planning

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

We have also built an app for the same use case. 

Capacity Planner

The app allows to store the capacity for individual users and save as templates. which can be mapped to a sprint to track the allocation and remaining time per user. Do try it out.

Disclaimer : I am part of the team which developed this app

[Sanjog Sigdel]

Hello @shravya chinthapatlaWelcome to the community.

Please go through the points below which might be of help for you in planning.

1. Ask team to create sub-tasks for each tickets.
2. Also encourage team to provide an estimate hours to complete the ticket
3. Then team can log hours when the ticket is completed.
4. Based on that you will have original estimate and actual hours required to complete a ticket.
5. With these two data, you can see the burndown gadget, how much hours are logged by a team member to complete a ticket.
6. Now you can estimate how much work can a team member alone can deliver
7. you can also estimate how much of work can a team deliver.
8. Take these historical evidence and plan work for your quarterly planning.

To get data and visualize the charts, you can either use existing Jira filters, or use Jira for Google Sheets. But easy way would be to go with paid plugins if you don't want to put some effort in setting up the work around.

[Sanjog Sigdel]

Hey @shravya chinthapatla 

1. You need to ask the team to do the task breakdown
2. In each task team should put their estimated hours
3. If 5 hours is estimated hours then they will log the hours whenever each task is completed
4. Now you have estimated hours and logged hours for a story.
5. In the Sprint Report section you can see the burndown gadget. Burndown in terms of hours or story points can be displayed in the burndown gadget
6. Now with these estimates for different sizes of stories, you can actually observe the following:
   • How much hours it takes for a team to complete a ticket.
   • How many tickets in the sprint gets completed with individual team member's contribution
   • With that reference, you can work with the developers, lead and PO to estimate the remaining tickets for a feature.
   • Taking historical reference of few sprints and different sizes of ticket you can actually plan your upcoming quarterly planning.
7. Now all these things needs blend of excel and Jira. So you can whether manually copy those values in excel/google sheets or use Jira for Google Sheets and use JIRA() function to run the query in google sheets.
8. Dump the results in google sheet. Use some excel magic and make your tables for each team, sprint and even stories with reference to the sub tasks and hours estimated and actually logged.

I hope these are helpful for you to dig deeper. And easy way out would be to explore available plugins and gadgets most of which are paid ones.