Company Calendar for Jira v 8.0 x: Time allocation mode
Introduced in the app v. 8.0, the time allocation mode facilitates resource planning by highlighting the days and resources that fall outside the time range specified by the user.
Feel free to watch our time allocation introduction video tutorial accessible anytime via the |
Please note that it is recommended to have defined users in the calendar when using the time allocation mode. Otherwise, you will have no users to plan for when there are no events in the selected time period.
The fastest way to allocate resources is to combine the planning mode with the time allocation mode while in timeline view. Simply switch to the timeline view, open the planning panel, select an event sources from the dropdown, and drag-and-drop an issue onto any user on a specific day. For Jira date sources, a new event is created based on the dragged issue and it is immediately re-assigned to the selected user. For custom sources, a custom event is created based on the dragged issue and the selected user is added as an event user.
 Time allocation mode, planning mode and timeline view combined is the fastest way to allocate resources |
How to use time allocation mode
To go to the time allocation mode when either calendar selector or quick filters menu are open, click the button at the right end of the top panel and then select Time allocation in the opened dropdown:
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The open time allocation panel indicates that you have entered the time allocation mode.
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You cannot open the time allocation mode while in the reports mode. To gain access to time allocation, please exit reports, first.
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The time allocation panel allows to set a range which serves as the essential criterium for time allocation. The range determines how many work hours the users in the calendar are expected to complete per day, week or month.
Depending on the time period the calendar is currently in, a user is able to select between daily, weekly or monthly ranges.
Monthly range is available in monthly and quarterly calendar views only.
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Weekly range can be selected when the calendar is in weekly, monthly or quarterly view.
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Daily range can be set regardless of the calendar view.
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Once a range is set, the days, weeks or months (depending on the selected range) that do not satisfy the range criteria are going to have a red background. The total user hours per range are shown in the time allocation popover by hovering over the time allocation icon at the top left-hand corner of each day cell.
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User hours that fall within the range are marked in green in the time allocation popover, while the hours that are outside the range are indicated in red.
You can click on any user inside the popover to open the Create Event dialog where the selected user will be added automatically. This logic applies when creating a new Jira issue or a new custom event.
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Please be aware that should you select an existing issue while creating an event based on a Jira dates event source, the user you’ve clicked on in the popover will be overridden by the actual Assignee of the selected the issue.
To perform time allocation for specific users in your calendar, you can enable/disable the users on the left panel.
 A single user is enabled on the left panel |
Event sources in the calendar can be disabled in the same manner, affecting the time allocation estimates.
 All sources are enabled on the left panel, including ‘Sick days’
 ‘Sick days’ source is disabled and no longer affects time allocation estimates |
Please note that sources and events that do not require users, do not affect time allocation either. They include unassigned Jira dates events, Jira sprint, Jira versions, iCalendar events as well as events based on custom-defined event source that neither require nor have any users.
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The display of weekends affects time allocation estimates, too.
 Weekends are shown
 Weekends are hidden |
Time allocation is available in timeline view where events can be re-assigned in a single move simply by dragging them between users. What’s more, timeline view allows to perform time allocation per user having all users enabled on the left panel.
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