Getting Started | PlanCore

PlanCore helps teams plan work, manage resources, track time, and understand project performance in Jira. Use this guide to set up your workspace and start planning with confidence.

PlanCore at a glance

PlanCore brings project planning and time management into one workspace. Depending on your role, you can use it to:

Manage resources, teams, and availability.
Plan Jira work items, events, and time off.
View schedules, workload, and capacity.
Track logged time and submit timesheets.
Review and approve submitted timesheets.
Monitor performance with dashboards and reports.

Before you begin

Make sure you have access to PlanCore and understand your organization’s Jira projects, teams, and work-planning process. Administrators should also confirm who is responsible for managing resources, approving timesheets, and reviewing financial or project reports.

Set up PlanCore

Before your team starts planning work, configure the core PlanCore settings in App Settings.

These settings define who can use the app, how resource capacity is calculated, and which data is available for scheduling and reporting.

Setup area	What to configure
Permissions	Define who can access PlanCore, manage app settings, manage resources, and work with team or reporting data.
Working capacity	Set working hours, working days, and capacity rules for resources or teams.
Holiday calendar	Create holiday calendars for regions, departments, or groups that follow different non-working days.
Leave / time off	Configure time-off types and leave settings used when resources are unavailable.
Rate and cost	Set cost rates and billing rates where financial reporting is required.
Resource data fields	Create or review resource fields such as Department, Roles, and Skills.

Where to find these settings: Go to the Settings option on the app sidebar, then open the relevant configuration area.

Use dashboards and reports

Once resources, schedules, and time entries are available, use dashboards and reports to understand project and team performance.

Area	Use it to
Dashboard	Monitor workload, capacity, availability, utilization, logged time, and other key indicators through configurable widgets.
Reports	Compare scheduled and logged time, review general performance, analyze costs, and share reusable reports.

Start with the Dashboard to monitor activity, then use Reports for deeper analysis.

Recommended first workflow

Review your profile, working hours, and availability.
Set up resources and teams.
Plan current work in Schedules.
Record and submit time in Timelog and Timesheets.
Complete approvals where required.
Review Dashboard widgets and Reports to identify workload, capacity, and project trends.

Best practice: Keep planned work, availability, time off, and logged time up to date. Accurate inputs produce more reliable workload, capacity, utilization, and cost insights.

Find the right guide

If you want to…	Start here
Manage people and working availability	Resources or My profile
Group people for planning and reporting	Teams
Plan work, events, and time off	Schedules or Gantt chart
Record or submit time	Timelogs or Timesheets
Review submitted time	Approvals
Monitor performance and trends	Dashboard or Reports