Resource Management for Jira
Match demand to real capacity — right inside Jira. Combine Jira work items, staffing plans and financial constraints into a single view. Validate trade-offs before you commit — and see who is over capacity before it costs you a deadline.
Transform resource planning from guesswork into precision.
A single solution that combines enterprise-grade org structure, calendar-based capacity, structured resource requests, Jira worklogs, advanced analytics, and invoice-ready exports — all in your familiar Jira or Jira Service Management interface.
Your data is safe: the application stores your data in the fortified Atlassian Forge cloud, and only you (and Atlassian) can access it.
Stateful resource request engine that connects PMs and teams.
A complete request lifecycle, powered by a state-machine workflow, connects Project Managers and Team Managers. Plan requests interactively on a high-density compact timeline, allocate partially (percent allocations), and get automatic summaries (requested vs allocated hours, fulfillment %). Resource load is computed continuously and overloads are flagged in real time.
Rich Jira worklog management.
Jira worklog editing becomes a first-class workflow: day/week calendar views, smart start-time presetting, inline issue search, and fast update/create modes. When approvals are enabled, the same flow supports submission / resubmission and Project Manager approval or rejection — with separate overtime tracking. A reliable sync engine maintains a fast local mirror for timesheet aggregation, with user self-service “sync now” when needed.
Intelligent timesheets with baseline comparison.
Timesheets become actionable by comparing actuals against smart baselines:
Color-coded variance highlights discrepancies so you can spot utilization risks and under- or over-reporting at a glance.
Advanced resource analytics for smarter portfolio decisions.
Planning data becomes much more valuable when you can see it as a decision-making system, not as isolated screens. The Analytics module gives PMOs, Teams, and Projects a forward-looking view of how project demand, assigned allocations, available capacity, and actual logged work evolve across the same timeline.
With one analytics workspace, you can compare:
Invoice-ready exports for faster, cleaner billing.
For T&M delivery and executive governance, reporting quality depends on trustworthy source data and a fast path from recorded work to both invoice preparation and PMO analysis — using the same Jira worklogs and project filters your teams already rely on.
Executive & Billing exports (CSV/XLSX) for one selected project and date range — with a dedicated structure for request fulfillment, assignment details, and effective rates for billing.
Vacation and time-off self-service that keeps plans realistic.
Capacity plans fail when availability changes stay trapped in emails, chats, or spreadsheets. Employees get a self-service way to request vacation, time off, partial-day exceptions, and even working time on non-working days, while managers approve or reject those requests in a controlled workflow.
Accurate capacity planning with multi-calendar intelligence.
Traditional tools assume uniform working hours and ignore real-world calendars (part-time schedules, holidays, sabbaticals, role changes). Our multi-calendar engine calculates true capacity using effective periods, exceptions, and availability windows, for various locations — so plans stay realistic.
Enterprise organizational structure (teams, RBS, scoped managers).
Scale resource management across large organizations with a hierarchical team structure (RBS codes) and scoped Team Manager access. Managers see and control only their teams, while maintaining a clean separation between system users and assignable resources.
User Directory sync with Azure AD and external IAM.
Large organizations maintain team hierarchy in Active Directory, Microsoft Entra ID, or HR/IAM — not in Jira. Resource Management closes that gap with secured inbound directory sync.
Inbound-only sync. Directory export, email→Jira account resolution, and scheduling live outside the app — the Forge app validates, applies, and audits without calling AD outbound.
Team Manager control center: calendars, availability, and effective rates.
In the Team Management view, Team Managers work only with members of their managed teams and can maintain the inputs that drive capacity, timesheets baselines, and invoicing:
Advanced filtering & search for large portfolios.
Navigate confidently across large datasets with a powerful filter builder that supports AND/OR logic, pattern matching (contains/starts/ends/exact/regex), saved filters, and real-time search across teams, projects, resources, and requests.
Granular, scoped access control for real enterprises.
A role model built for scale: Instance Admin, Resource Management for Jira App Admin, Team Manager (scoped), Project Manager (scoped), and Viewer. Multi-role users can switch perspectives, and backend-enforced scopes ensure the right people see the right data.