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Sharing & Ownership

In a professional environment, a schedule is a shared asset. MSP Planner provides a robust governance model to ensure that the right people have the right level of access to the right plans.

The Ownership Model​

Every persisted schedule in MSP Planner has a clear ownership structure:

1. The Owner​

The user who creates or copies a schedule is the Owner.

  • Full Control: Only the owner can delete a schedule or change its sharing settings.
  • Quota: Schedules owned by a user count toward their global ownership quota (e.g., 20 schedules for Jira users).

2. Shared Access​

The owner can grant access to other users or teams:

  • Read Access: Users can view the schedule and use the comparative overlays, but cannot modify the data or push changes to Jira.
  • Write Access: Users can edit the schedule, manage resources, and synchronize data with Jira.

Portfolio-Scale Management​

For organizations managing multiple projects, MSP Planner provides a centralized way to handle schedules.

Cross-Project Visibility​

Through the Manage Schedules dialog, you can opt to see every schedule you own across all your Jira projects in a single view. This allows you to:

  • Quickly Switch: Load a schedule from Project A while you are currently working in Project B.
  • Clean Up: Delete old or redundant schedules from multiple projects in one place.

Schedule Versioning​

Instead of having one "Master Plan" that is constantly overwritten, MSP Planner encourages Versioned Scheduling:

  1. Baseline: Save your original approved plan.
  2. Working Copy: Create a copy for daily adjustments.
  3. Scenario Planning: Create a "What-if" copy to test a different resource allocation strategy without risking the primary plan.

Governance & Security​

Explicit Synchronization​

To prevent accidental data loss, synchronization between the schedule and Jira is always explicit.

  • Pull: Bring the latest status from Jira into your plan.
  • Push: Commit your approved planning changes to the Jira issues.
  • Conflict Resolution: If a task was changed in both the schedule and Jira, the app flags a conflict for manual review rather than guessing which one is correct.

Data Residency​

Built on the Atlassian Forge platform, MSP Planner adheres to strict security standards. Your planning data is stored in the Atlassian Fortified Cloud, ensuring that your enterprise's intellectual property never leaves the protected environment.