User Guide
Key Features
Capacity Planner & Insight
| Feature | Description |
|---|---|
| Capacity Planner | Timesheet-style capacity view showing who is working on what and how much; group by User, Team, Group |
| Saved Plans | Save and reuse planning configurations for recurring sprint/cycle reviews |
| Capacity Report | Multi-dimensional tabular report combining available hours, estimated work, and logged hours |
| 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 |
| 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 Calendar | Personal daily calendar showing hours logged per day; highlights days with missing entries |
| My Timesheet | Personal tabular view of logged time with filters, grouping, and export |
| Report Builder | Full-team timesheet reports with advanced nested filtering, grouping, chart visualization, and CSV/PDF export |
| 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, select, checkbox) |
| Log Time | Log time directly against any Jira issue from any Time Tracking view |
| Approve / Reject | Global Admins can approve or reject time entries submitted by team members |
Portfolio Management (PPM)
| Feature | Description |
|---|---|
| Table View | Flat sortable/filterable issue table with inline editing |
| Gantt Chart | Interactive timeline with 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 | Persist portfolio name, filter scope, and settings for recurring reviews |
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; fully custom templates also supported |
| Priority Matrix | Scatter plot placing each issue on two axes (e.g., Value vs. Effort) with quadrant labels |
| Views & Filters | Filter by issue type, status, assignee, label, sprint; sort by any column including Score |
| Saved Views & Reports | Save scored backlog snapshots with all metric values and filter/sort configuration |
Teams Management
| Feature | Description |
|---|---|
| Teams | Create named groups of Jira users; source from Manual selection or Jira Group sync |
| Programs | Group multiple teams into higher-level organizational structures (e.g., Departments, PI teams) |
| Cross-Module Reuse | Teams available for filtering and grouping across Capacity, Time Tracking, and Portfolio |