Planning Sources allow users to plan and allocate future work on the calendar before work is reported.

Planning events help teams visualize upcoming workload, reserve time for future activities, coordinate meetings and other planned work, and compare planned time with reported worklogs.

A Planning Source determines:

• Which planning events appear on the calendar

• What information is displayed on events

• How planning events are colored and presented

• Whether overlapping planning events are allowed

• What default values are used when creating new planning events

What You Can Do with Planning Sources

• Display planned work on the calendar

• Create and manage planning events directly from the calendar

• Allocate future workload across users

• Configure displayed fields and event details

• Customize event appearance and colors

• Apply conditional colors based on event data

• Control event overlap using concurrence rules

• Receive email notifications for planning events

• Define default event summaries

Add Planning source

1. Open Calendar Configuration.

2. Navigate to Sources.

3. Select Planning and press Add Event Source.

4. Enter a source name.

5. Populate required fields

6. Save the configuration.

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Manage Event sources

Filter which issues appear

You can configure Project availability for planning events:

• All Projects – Users can link events to issues from any Jira project.

• Specific Project – Users can link events only to issues from the selected project.

• No Project – Events are not linked to Jira projects or Jira issues.

This setting controls which Jira issues can be associated with events created from this source.

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Configure event display

Under Issue Fields, select which Jira fields are displayed on events and in the event details dialog.

You can add, remove, and reorder fields to customize how event information is presented throughout the calendar.

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Advanced Features

The Advanced tab provides additional options for customizing the behavior and appearance of events created from Planning source.

• Conditional colors - Automatically apply different colors based on issue field values or conditions.

• Default summary - Define the default title format for newly created issues.

• Concurrence rules - Control how overlapping events are displayed and managed.

• Start time display - Enable Display start time to show the event start time directly on event blocks in Calendar view.

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Conditional colors

Conditional colors allow you to automatically apply different colors to events based on configured conditions.

In addition, when it comes to planning events, you’ll be able to create the conditional colors that are based on additional fields such as Event Project, Event Description, Event User(s), Event Reporter, and Event Summary fields.

For detailed information about configuring conditional color rules, see Conditional Colors.

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Default summary

The Default Summary option controls the default event title used when creating new events.

Available options:

• None – no default summary is applied.

• Source Name – use the source name as the event summary.

• Issue Summary – use the linked issue summary as the event summary.

Concurrence rules

Concurrence rules determine whether events created from this source are allowed to overlap.

Available options:

• Allow concurrent events – multiple events can overlap.

• Don't allow concurrent events – overlapping events are not allowed.

• Don't allow concurrent events on event's user level – overlapping events are allowed only when assigned to different users.

• Block concurrent events on the same issue – users cannot create overlapping events that are associated