How to do Resource Planning in Jira using Apps?

April 5, 2022

Resource planning is one of the most important aspects of project management. It is necessary for the efficient planning, tracking, and execution of any project.


Resource planning is one of the most important aspects of project management. It is necessary for the efficient planning, tracking, and execution of any project.

Jira, one of Atlassian’s successful software products, provides users with a suite of tools for overcoming project & resource planning obstacles.

The software is built primarily for teams and supports the Agile framework, encouraging a flexible approach to problem-solving. As a result, resource planning in Jira became a great instrument for various organizations.  

The consequences of ill-thought-out resource management can be expensive. 11.4% of investment is squandered as a result of poor resource allocation according to the Project Management Institute’s 2020 report.

Understanding the requirements and organizational competency helps assign the resources most suited for any work. Resource planning helps to save time, and effort as well as money for all stakeholders. It also ensures that tasks are completed exactly as per the set plan.

What is resource planning?

If you want to get on top of your resources and manage them effectively, you need to understand what exactly that means.

In simple terms, resource planning refers to the process of handling and delegating everything the company has at its disposal from human to financial capital. It would be easy to take resources to mean money, but money isn’t the only type of resource you have available.

Broadening your definition of resources to encompass a wider range of assets allows you to complete your tasks and projects more effectively. For project managers, a firm grasp of source planning methods is key for inspiring productivity and hitting milestones.

Fail to manage your resources accordingly, and it’s more likely that you’ll hit stumbling blocks along the way, perhaps failing to meet deadlines or exceeding your initial budget.

How to plan resources in Jira?

Jira resource planning helped thousands of teams to stay on the same page. With Jira, you can plan out projects, large and small, and then track them to completion. You can also use the software to plan and allocate resources. Resource management is crucial for financial success, as it allows you to drive the business forward while also trimming excess expenditures for optimal margins.

Projects should begin with a complete set of features and tasks in one place, so Jira boards for project planning are one of the most useful features. Jira also helps to create numerous teams, and visualize their tasks and projects. It also helps to monitor projects & team success with the help of reports. Resource planning can also be strengthened with powerful third-party add-ons for Jira for a different taste.

Benefits of Jira resource planning tools

Users can always improve their planning with the help of Jira resource planning tools. The apps offer a wide range of features aimed at companies of different types and sizes. Some users search for deeper resource insights, workload management solutions, or timesheets. Other ones are very interested in Jira advanced roadmaps resource planning.  While Jira offers a comprehensive range of features, to best utilize your resources it’s worth looking at third-party apps and add-ons compatible with the software. That way, you’ll be able to manage your resources efficiently, and directly feed the information into the project management tool so you have everything in a single place.

Jira resource planning tools are quite numerous and users can get confused while searching for the most suitable one, so let’s get deeper into the topic.

What makes a good resource-planning app?

Now that you’re clear on resource planning and why it’s instrumental to project management, you need to find the resource-planning app that has everything your business needs. When looking for a resource-planning app to use with Jira, here are some key features to look out for:

Timesheets - A timesheet is a simple way of tracking one of the most important resources out there: time. With a timesheet, you can assess how employees have spent their time, which will provide useful insights into productivity levels. It could be that some individuals could use their time more effectively, in which case, you can use this data to drive change and make the most of this resource.

Timesheet reports for Resource Planning app

Process automation - One of the most useful aspects of any software tool is process automation. By replacing manual tasks with automation, you can streamline your workflows and save time, which is one of your most valuable resources.

A dashboard overview - For project managers, viewing how resources are being spent in real-time is hugely important. As such, a dashboard overview with all the relevant information pertaining to time and money spent on projects can inform future decisions concerning resource allocation.

Resource planning in Jira: Personal Workspace

Project-based resource reports - Detailed reports according to individual projects can provide the leadership with a clear idea of how resources are being used. The results don’t lie, so if a lot of money went into a particular project and the outcome wasn’t as expected, then it’s an important lesson learned.

Forecasting - Forecasting is one of the most important skills in resource planning. Some software tools will allow you to predict future resource needs for various projects so you can plan accordingly.

Resource utilization reports for resource planning in Jira

With some, or all, of these features you’ll have a much better grasp of how well your team is managing its resources. 

How to manage resources more efficiently

Knowing about resource-planning apps and how they can support your business is one thing, but leveraging them to successfully hit your goals is another. The app may provide the tools, but if you want to see results it’s down to you to apply them to your business.

So how can you manage resources more efficiently with Jira and its associated apps?

Resource allocation

One of the most popular resource management strategies is resource allocation. It sounds straightforward, and it is for the most part, but it’s still easy to get wrong.

With resource allocation, the idea is that you don’t spread yourself too thin. The ideal scenario for a project is that you allocate just the right amount of resources that you don’t detract from other projects but still have enough to get the project done comfortably and to a high standard.

For example, if project X is a pitch deck for seeking investment in your company, here’s a sensible approach to allocating resources effectively:

  1.   First, designate several team members to work on the project
  2.   Next, set a budget for the employees to work to
  3.   Now, with Jira, delegate tasks related to the projects to each team member leaving them enough time to finish them without feeling overworked
  4.   Have your team leader check in regularly with the team, and keep an eye on metrics such as time spent working using Jira and the associated resource planning app to avoid going over budget.

Have your team leader check in regularly with the team, and keep an eye on metrics such as time spent working using Jira and the associated resource planning app to avoid going over budget.

Resource leveling

One strategy you can use to make the most of your resource planning apps is resource-leveling. Simply put, resource leveling is an approach in which you alter your project start and end dates to accommodate your resources.

Resource leveling is a common strategy in the entertainment industry. The release dates of movies, video games, and TV series are often pushed back to cater to fluctuating budgets and expectations.

But how can you use this strategy in your business?

  1.  Allocate the tasks to team members
  2.  Adjust the expected due date by factoring in how many hours each employee can work on the project each day 
  3.  Figure out the optimal arrangement to ensure the highest productivity levels without placing undue stress on each team member

How to choose the best resource planning tool?

Choosing the right resource planning tool can be challenging. Whether you work for an organization that has no previous experience in implementing a resource planning system or you're an experienced user looking for more information.

You need to set the main criteria for the app based on the size of your organization, amount of teams, and the scope of work. Ask yourself whether you need short-time or long-time planning, Gantt charts, or timeline planning, as well as what type of reports and timesheets you need.

Resource planning tools should give you a comprehensive view of everything that is going on in your teams and projects, and provide great visualization of all work processes.

Examples of resource-planning apps

To give you an idea of what’s out there, here are some of the best apps that may strengthen your Jira resource management:

Activity Timeline

ActivityTimeline is a resource planning and management tool that allows users to schedule Jira tasks, map them out on a visual timeline, and generate data-backed reports. The app provides transparency for team leaders as you can see exactly what each individual is working on, so you can shift resources around as necessary.

ActivityTimeline for resource planning in jira
Start Capacity Planning in Jira with ActivityTimeline


The Structure plugin works with Jira to provide users with a range of features to help manage resources effectively. It allows you to visualize your progress on various projects, filter according to several factors, and get a general grasp on how resources are being used.


BigPicture is another add-on for bringing insights to your resource management process through visuals. The most notable feature is the Gantt charts, which can give you a comprehensive overview of where your resources are going and how projects are progressing.

Takeaways for resource planning in Jira

Jira resource planning helped many companies to save time and resources to reach great results. Your resource planning strategy should be an ongoing exercise. It requires you to continuously question its value and purpose, and make adjustments to align with the changes taking place in your organization. Fortunately, with a keen eye for details, Jira in cooperation with add-ons can help you incorporate diverse requirements into one seamlessly functioning system.


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