User Guide
Key Features
Capacity Planner & Insights
| Feature | Description |
|---|---|
| Planner | Timesheet-style capacity view showing who is working on what and how much; group by Group or Team (saving/reloading plans happens on this same screen - there's no separate "Saved Plans" section); toggle Show Calendar Events (gear icon) to add a reference row of your own connected Microsoft Calendar events |
| Reports | Per-assignee table of Capacity, Planned Time, Actual Time, and three variance columns (Planned Vs Actual, Capacity Vs Planned, Capacity Vs Actual) |
| Analytics Dashboard | Four-tab dashboard covering team allocation, per-person capacity, deadline risks, and status aging |
| Team Allocation Tab | Issue distribution by status, type, and priority across the team |
| Assignee Capacity Tab | Per-person breakdown of issue count, estimates, and logged hours vs. available hours |
| Upcoming Deadlines & Risks Tab | Issues near or past their due date, sorted by risk level |
| Status Aging Monitor Tab | Issues stuck in the same status for longer than a configured threshold |
Time-Tracking & Reporting
| Feature | Description |
|---|---|
| My Work | Personal "My Calendar" and "My Timesheet" tabs in one section - daily calendar plus your own worklog table |
| Reports | Full-team reports with filtering, up to 5-level grouping, chart visualization, and PDF/Excel export (CSV export was removed) |
| Billing Accounts | Categorize worklogs by client or engagement for account-based billing reports |
| Time Categories | Classify time entries by work type (Development, Code Review, Meetings, QA, etc.) |
| Worklog Fields | Custom fields that capture extra context when logging time (text, number, single-select, multi-select, checkbox) |
| Log Time | Log time directly against any Jira issue from any Time Tracking view |
| Microsoft Calendar Integration | Connect your own Outlook calendar (Settings → Apps) to see your meetings as one-click logging suggestions in My Calendar |
| Approvals | Team Approvals and Approval Log tabs - approval is granted to Jira Admins, a record's designated reviewer, or Team Leads/Program Managers scoped to that team |
Portfolio Management
| Feature | Description |
|---|---|
| Table View | Flat sortable/filterable issue table with inline editing; open the Gantt panel from here |
| Gantt Panel | Slide-out timeline from Table view - drag-to-update dates, dependencies (FS/SS/FF/SF), baseline, critical path |
| Graph View | Tree/node diagram showing epic-story-subtask hierarchy |
| Treemap View | Space-filling grid sized by effort metric, colored by status or priority |
| Pie Chart View | Distribution charts showing issue breakdown by any dimension |
| Board View | Kanban-style column layout organized by Jira status |
| Dashboard Gadget | Portfolio metrics widget embedded on any Jira dashboard |
| JQL Filtering | Define portfolio scope dynamically using Jira Query Language |
| Saved Portfolios | Anyone can create their own; sharing uses four granular roles (View/Edit/Edit generators/Control) |
Backlog Prioritization
| Feature | Description |
|---|---|
| Backlog Table | Sortable, filterable table of Jira issues with inline-editable scoring metric columns |
| Scoring Templates | Built-in frameworks: ICE, RICE, WSJF, Value vs Effort, Quick Wins; fully custom templates also supported |
| Priority Matrix | Scatter plot placing each issue on two axes (or the computed Score); fixed 50/50 quadrant split, not draggable |
| Views & Filters | Filter by issue type, status, assignee, component, label, version, epic; sort by any column including Score |
| Saved Reports | A live view of currently-scored issues grouped by project - not a point-in-time snapshot |
Team Management (shared, not a standalone module)
| Feature | Description |
|---|---|
| Teams | Create named groups of Jira users, added individually by search - no Jira Group auto-sync |
| Programs | Group multiple teams into higher-level organizational structures (e.g., Departments, PI teams) |
| Capacity tab | Team capacity and planned high-level work across a period |
| Cross-Module Reuse | Teams available for filtering and grouping across Capacity, Time Tracking, and Portfolio |