Administrator's Guide
1. Installation & Navigation
OPTION 1 Directly install via this link: TeamBoard TimePlanner in the Atlassian marketplace > Select your Jira site > Click on Try it free and explore the app now!
OPTION 2
Log in to your Jira instances as an admin
From the top navigation bar, choose Apps > Explore more apps.
Search for TeamBoard TimePlanner
Click on Try it free > then select Start free trial, you're all set now!
After installing TeamBoard TimePlanner, you can access the app via the Jira menu by selecting Apps > TeamBoard TimePlanner.
Next Step: Set up User Roles and Permissions to ensure each team member has the appropriate access level and functionality within the app.
2. Setup User Roles & Permissions
ADMINS
App Admin: Full access to all features and configurations within the app. By default, users who are in the
jira-admin
ororg-admin
group are automatically granted App Admin permission.Team Admin: Manages team-specific activities like team creation, resource planning, work logs, and team member configurations.
Client Admin: Manages client portfolios and links clients to tasks.
Billing / Cost Admin: Handles financial configurations, such as billing rates and cost management.
APPROVERS
Leave Approver: Have the authority to approve or reject leave requests submitted by team members.
Timesheet Approver: Have permission to approve or reject timesheets submitted by team members.
TEAM MEMBERS
Users assigned to viewer roles (e.g., Timesheet Viewer, Scheduler Viewer) can view or edit their own data but do not have permission to view or make changes to others.
For more detailed information on granting specific permissions to users, please refer to the Permission Settings guide.
To configure app permissions and assign these roles:
Navigate to Settings > Permission in TeamBoard TimePlanner.
Define the specific permissions for each role according to your organizational needs.
Next Step: Learn how to set up initial configuration in the app.
3. Initial Configuration & Settings
Set up the working capacity for your team members, which defines the number of hours or days they are available to work.
To access capacity scheme settings go to Settings β Working capacity
π Learn More: Step-by-step guide to seting up Working Capacity schemes to your resources.
Create and manage a holiday scheme that reflects your organization's official holidays. This allows you to account for non-working days in resource planning.
To access holiday scheme settings go to Settings β Holiday Calendar
π Learn more: How to create and assign a new Holiday Calendar to your resources.
Define different types of leaves (e.g., vacation, sick leave, parental leave) and allocate them to team members.
To access capacity scheme settings go to Settings β Leaves
Note: If your organization doesn't require the Leave Approval Workflow, you can disable this feature by clicking the corresponding button and proceed to the next step.
π Learn more: How to set up Leave Types in detail
Set up billing rates and cost configurations for different resources or projects. This is essential for accurate cost management and financial reporting within your projects.
To access these settings, go to Settings β Rate and Cost.
Note: If you do not require the Cost Tracking or Billable Hour Tracking feature, you may skip this step.
π Learn more: How to configure Rate unit & Cost
Field data refers to the customizable attributes created by Admins, which are applied to employee profiles. These attributes can include categories like Departments, Positions, Skills, and Currencies.
To access these settings, go to Settings β Field Data
π Learn more: Step-by-step guide on how to create and apply new Field Data to resources
Map the Start Date and End Date fields in TeamBoard TimePlanner to corresponding Jira fields.
Note that when mapping date fields to Jira, the app adheres to Jiraβs specifications, which may limit certain advanced features like scheduling tasks multiple times or assigning one task to multiple users.
If your team normally schedules one task to multiple resources, you may skip to the next step.
π Learn more: Step-by-step guide on how to setup Jira Date Field in TimePlanner
Additional Information
π User Guide | π¨βπ» Book 1-1 Demo | π FAQs
πΊ Watch Demo Video | π Visit site | π₯οΈ Support Desk | π Release Note | π Trust Center