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Managing workload in Planyway for Jira
Managing workload in Planyway for Jira
Maria from Planyway avatar
Written by Maria from Planyway
Updated over a month ago

Make resource planning as easy as never before by optimizing your team workload based on the daily capacity.


Setting daily capacity

Two main parameters are considered for calculating daily capacity in Planyway: working hours, set in the project settings, and planned time.

Configure work hours

Open Planyway settings and choose the number of working hours per day.

Note: Working hours settings apply to all projects and to the whole team, and can’t be defined per individual member or project.

Add planned time to issues

To calculate a team’s workload, you need to estimate the number of hours required per day or the total hours needed to complete each task.

In Workload mode, when creating, editing, or dragging a task from the task panel to the calendar, a mini-dialog appears where you can choose between two modes:

  • Daily mode: Enter the number of planned hours per day and the task duration in the corresponding fields.

You can then stretch scheduled items in the timeline to adjust their duration and total hours without changing the planned hours per day.

  • Total mode: Specify the total hours and duration for the task.

By stretching scheduled items, you can change their duration and optimize the workload, ensuring it doesn’t exceed the daily capacity.

Note: By default, all new tasks are set to Daily mode, and the number of hours in the Planned time field reflects the working hours defined in your project settings.

However, you can easily update the values or even set the Planned time field to zero if you want the task to stay on the timeline without affecting the workload calculations.

Plan your team's workload with helpful indicators

To avoid overloading and stay within daily capacity, make sure to enter the correct values in the Planned Time and Duration fields for each task. These values shouldn't exceed the remaining available hours in each user's lane.

The indicators will guide you if everything is on track or if adjustments are needed:

Under allocated hours

Perfectly allocated hours

Over allocated hours

No estimation added to an issue

Planned vs logged time visualization

To visualize how much time cards were estimated to complete and how much time was logged on them, turn on the corresponding fields.

Note: Weekends aren’t taken into account when daily capacity is calculated.

FAQ

Why I don’t see the workload indicators in the weekly view?

The workload is visible on a daily scale only. If you zoom out till weeks, months or quarters, the workload will disappear from the view.

Is the original estimate I added to tasks considered for calculating daily capacity on the Workload tab?

No, the "Original Estimate" and "Planned Time" fields are now separate, making it easy to compare planned time with the initial estimates for better tracking and transparency.

To learn more about estimation, take a look at Jira’s documentation about configuring estimation and tracking.

How can I view the original estimated time for tasks on the timeline?

The original estimate time, as well as story points and custom estimation fields, aren't visualized on Planyway cards in the timeline/calendar.

However, you can see the original estimate in the card’s tooltip when you hover over it, provided this parameter has been filled in. Additionally, the original estimated time can be viewed on tasks in the task panel.

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