Quick Start Guide

Get up and running in under 5 minutes.

Step 1 - Open the App

Click Apps in the Jira top navigation → select Time Tracking, Resource Planning & Project Management.

You'll land on the Time Tracking module by default.

Step 2 - Check Your Access

Click Settings → My Permissions to confirm your role:

• Global Admin: Full access to all features and settings
• Member: Can log time, run capacity analysis, score backlogs, view portfolios
• No role: Read-only - ask your admin to assign you the Member role

Step 3 - Log Your First Time Entry

1. In Time Tracking, open any report or click Log Time
2. Search for the Jira issue you worked on
3. Enter hours worked and select the date
4. Optionally select a Time Category (e.g., Development)
5. Click Save

Step 4 - Run a Capacity Check

1. Click Capacity Planner & Insight in the module switcher
2. Click Analytics Dashboard in the sidebar
3. Select a project from the dropdown and set a date range
4. Review the Team Allocation and Assignee Capacity tabs

Step 5 - Score Your Backlog

1. Click Backlog Prioritization in the module switcher
2. Select your Jira project
3. Choose a scoring template (ICE, RICE, WSJF, or Value vs Effort)
4. Click any metric cell to enter values - the Score column updates automatically

Step 6 - Create a Portfolio View

1. Click Portfolio (PPM) in the module switcher
2. Click New Portfolio
3. Set a filter (select projects or enter a JQL query)
4. Click Save → switch to Gantt Chart view for timeline visualization

What's Next?

• Set up your team in Teams Management for better capacity reporting
• Configure Backlog Prioritization templates for your scoring framework
• Invite your team by assigning Member roles via Settings → RBAC → User Roles