This is part of a blog series highlighting how Tempo Planner can empower software teams, IT service desk teams, and core business teams using JIRA Software, JIRA Service Desk, and JIRA Core, respectively. In this blog, we’ll introduce how Tempo Planner can benefit non-software teams with visual resource management seamlessly in JIRA, manage your teams centrally, plan for your teams and projects based on availability, and manage work efforts in real-time to keep everyone in sync within the organization. Tempo Planner alleviates the hassle of relying on time consuming, non-transparent spreadsheets to easily stay on top of your team's workload while working directly in JIRA.
Tempo Planner – Not just for development teams
Since the launch of Tempo Planner in early 2014, we’ve had a wide variety of customers from different industries using Planner in many different ways. Although Tempo Planner was originally intended for agile software teams, we’ve discovered that all sorts of teams benefit from using the product. In order to better cater to the needs of core business teams and to help them get organized, we’ve put additional effort into adding capabilities that suit all types of teams, not just software development teams. Tempo Planner can be used by all project teams that want to get things done.
Tempo Planner adds deeper resource planning capabilities on top of JIRA, enabling teams and members to better prioritize, visualize, and focus plans. Here’s how:
1. Manage your teams centrally
Many organizations face the challenge of having distributed teams working in different locations, or even different countries. Effective communication between teams is crucial, because inefficiencies related to ineffective communication can end up costing an organization valuable time and money. With Tempo Planner you can easily manage your teams and team members in one centralized location.
With Tempo’s team space within Tempo Planner you can sync up your teams and link them to JIRA projects and agile boards. Project managers and team leads can define their teams while keeping track of their projects and internal tasks, centrally within JIRA.
Define your project team, team lead, and mission. Establish team members, roles, and capacity, as well as start and end dates for team members as needed. You can also set team members permission, which gives them access to team information depending on the permission level they have been assigned. The permission allows team leads to flexibly group people to their teams, giving a better overview of team efforts.
One of the benefits of using Tempo Teams is the workload and holidays schemes. You can set the work week and holidays for team members and enable organizations with distributed teams and those with different schedules and holidays to easily manage workflows, keeping everyone in sync. This can prove really helpful for team leads who can quickly determine who is in the office, view the expected capacity of each team member in real time, and react to any sudden changes in the planning process.
To ensure that all members of a project team understand these goals and their expected tasks and responsibilities, it’s vital to establish clear roles and corresponding responsibilities early on.
2. Keep track of work efforts in real-time
With Tempo Planner’s new team board, project teams – including IT service and core business teams like HR, legal, marketing, sales, and finance – can easily visualize the distribution of their work efforts in real-time, both on a granular or high level. Update priorities as needed with drag-and drop features to keep everyone in sync.
The Team Board provides a great overview of all issues that have been assigned to members of a selected team in real-time. Team members can view at a glance which issues have been assigned to them and team leads can stay up to date on the progress of their teams.
The team board gives you an overview of all JIRA issues that are being worked on at a given time. The work items can be dragged from the backlog on the right side onto the team board. The team board itself is divided into three different columns, depending on the status of the work item. Simply drag a work item from the backlog onto the three different columns, that is: New, In Progress, and Complete. Move the JIRA issues in between columns horizontally to change their status or vertically if you want to change the issue assignee.
On the left side of the Team Board we have list of all of the team members and how much remaining estimate is on the work item that have been assigned to that particular team member. On top of the column, there’s a display which shows how many remaining hours of work is left for each column.
Easily assign tasks to team members directly from the project backlog with simple drag-and-drop. Help your team plan their work efforts collaboratively and transparently. Clearly view what JIRA issues are being worked on at any given moment.
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If you’re managing multiple teams, then you’re one click away from viewing another team from the navigation in the top-left corner. Make strategic decisions in real-time based on how things are progressing within your team, allowing a centralized way to manage team efforts more efficiently and to keep priorities synchronized.
3. Plan your resources and adapt as they change
Tempo Planner was created to be flexible and adaptable for any kind of team. We at Tempo know that plans often change on short notice and that can affect the progress of a project if appropriate measures are not taken and plans not adjusted accordingly.
With Tempo Planner’s team timelines you can plan ahead for your teams and visualize their short-term and long-term priorities. Create and plan for timeboxes on a timeline and get a clear idea how team effort is being utilized. Plan time for team members to work on issues, projects, versions, components, and iterations as needed. Easily monitor your project status and make sure your teams are delivering their work on time and on budget with Tempo Planner.
To plan on the team timelines simply drag-and-drop the JIRA issues and tasks from the backlog on the right side on to the team member in question to plan work for them. The backlog consists of all JIRA issues that have been assigned to the selected team with the team custom field. Immediately see how many hours a team member has available on the timeline based to their availability and capacity to ensure a balanced workload.
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As a project manager or team lead, you can quickly visualize your team resources and the work that your team has planned, and know how much time your team members have available. Immediately see during the planning phase, if team members are over-allocated on the team members timeline. A red warning bar display appears above the plan item indicating that a team member is over-allocated. Make sure you’re fully utilizing your team and not under- or over-allocating your team members.
Finally Tempo Planner also offers a capacity report gives team leads and project managers a overview of the planned time for their teams. The Team Capacity Report displays planned and available time across all teams and displays team members’ planned time according to the planned availability on the Team Members Timeline. Visually view your team’s capacity and make sure that everyone within the team is being efficiently utilized.
Tempo Planner is not just for software teams, it’s also for core business teams, and IT teams. Teams around the world are extending JIRA Software, JIRA Service Desk, and JIRA Core with Tempo Planner to optimize their planning processes.