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.

How this fits in the context of project portfolio management.

Most companies don’t run one project in isolation. They run many projects in parallel, competing for the time of the same expert teams — engineering, QA, design, operations, and more. The bigger the company, the harder it becomes to coordinate this as one organization.

Projects and functional teams continuously exchange demand, capacity, and delivery signals — and these signals roll up into portfolio plans and reporting. The map below shows where Resource Management for Jira sits in that flow.

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 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 time-and-material delivery, billing quality depends on trustworthy source data and a fast path from recorded work to invoice preparation. Resource Management for Jira gives you invoice-ready exports directly from the operational flow, based on Jira worklogs and the same project/time filters your teams already use.

CSV/XLSX output for one selected project and date range, with optional worklog details, effective rates, and support for submitted vs approved hours and overtime when those controls are enabled.

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 do not maintain their team hierarchy in Jira — they maintain it in Active Directory, Microsoft Entra ID, or another IAM/HR system. Resource Management for Jira closes that gap with secured inbound User Directory sync: your corporate structure, team managers, and member-to-team assignments flow into the app automatically.

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.

Stop the planning lie.

Resource governance for Jira — demand, capacity and actuals in one view, running on Atlassian Forge.