Getting Started

Installation & Setup

Prerequisites

Before installing, confirm:

  1. You are a Jira Cloud site administrator (required to install Marketplace apps)
  2. Your Jira instance is Jira Cloud - this app does not support Server or Data Center
  3. You have access to the Atlassian Marketplace from your Jira instance

Installation Steps

  1. Go to marketplace.atlassian.com and search for "Time Tracking Resource Planning Clovity"
  2. On the app listing, confirm Hosting → Cloud is supported
  3. Click Try it free (30-day trial) or Buy now
  4. Select your Atlassian Cloud site when prompted
  5. Choose Jira as the product
  6. Review the permissions the app requires and click Accept to proceed
  7. The app installs automatically - no restart required

Verify Installation

After installation:

  1. Click Apps in the Jira top navigation bar
  2. Look for "Time Tracking, Resource Planning & Project Management" in the dropdown
  3. Click it - the app opens to the Time Tracking module

First Admin Steps

Once installed, complete these setup tasks before rolling out to your team:

StepWhereWhat to Do
1. Configure general settingsApp → Settings → GeneralSet time display unit, timezone, first day of week, working hours
2. Set up time categoriesApp → Settings → Time CategoriesCreate categories like Development, QA, Meetings
3. Configure billing accountsApp → Time Tracking → AccountsCreate accounts for client billing codes (optional)
4. Set up holiday calendarApp → Settings → Manage Staff → Holiday CalendarAdd company holidays for accurate capacity calculations
5. Assign Member rolesApp → Settings → RBAC → User RolesGive team members access to log time and use the app

Jira Permissions Required for Installation

The app requests the following permissions during Marketplace install:

PermissionWhy It's Needed
Read Jira issues and projectsLoad issues for capacity analysis, backlog scoring, and portfolio views
Read and write worklogsLog, edit, and approve time entries
Read users and groupsDisplay assignees; RBAC role management
Read Jira configurationDetect issue types, statuses, priorities, and custom fields

Uninstalling

To uninstall: Go to admin.atlassian.comAppsManage Apps → click the app name → Uninstall. All app-stored configurations (reports, templates, portfolios) will be permanently deleted.