Resource Scheduler

Overview Back to top

The Resource Scheduler is a Gantt-like calendar view where team members are listed on the left and dates span across the top. Jira issues appear as colored bars on each person's row, representing the work assigned to them over specific date ranges.

Drag issues horizontally to reschedule them to different dates while preserving their duration. Drag vertically to reassign work to another team member. Resize the right edge of a bar to change its end date. All changes sync back to Jira in real time — updating the issue's start date, end date, and assignee fields automatically.

In addition to Jira issues, the scheduler supports custom allocations — manual bookings such as "Training" or "Meetings" that are not tied to specific Jira issues but still contribute to workload calculations.

View Modes Back to top

The scheduler provides five zoom levels to match different planning horizons. Switch between them using the view selector in the toolbar.

Toolbar & Filters Back to top

The toolbar at the top of the scheduler provides navigation controls and filtering options to help you focus on the work that matters.

Search

Type in the search box to find issues by text. The scheduler filters the displayed issues in real time, highlighting matches by issue key or summary.

Filters

The following filters are available:

• Project: Show issues from a specific Jira project only
• Status: Filter by issue status category (To Do, In Progress, Done)
• Assignee: Show issues assigned to specific team members

Visibility Toggles

Toggle buttons let you show or hide leave blocks and public holidays on the timeline. Even when hidden, leave and holidays are always factored into workload calculations.

Date Navigation

Use the Previous/Next arrows to move through time periods, or click "Today" to jump back to the current date. A date picker is also available for navigating directly to a specific date.

Issue Cards Back to top

Each Jira issue appears as a colored horizontal bar on the timeline. The bar spans from the issue's start date to its end date, positioned on the row of the assigned team member.

Bar Content

Each issue bar displays:

• Issue key: The Jira issue identifier (e.g., WH-42)
• Summary: The issue title, truncated to fit the bar width
• Estimated hours: The original time estimate shown on the bar
• Bar length: Proportional to the date range (start date to end date)
• Color: Based on the issue's status category

Issue Tooltip

Click on an issue bar to see a tooltip with detailed information:

• Issue key and full summary
• Project name
• Current status
• Original estimate (hours)
• Time logged so far
• Remaining estimate
• Start and end dates

Action Buttons

The tooltip includes action buttons for quick operations:

• Edit: Open the issue edit dialog to modify summary, dates, estimate, or assignee
• Log Work: Open the Log Work dialog to record time spent on this issue

Custom Allocations Back to top

Allocations are manual resource bookings that exist alongside Jira issues on the scheduler. Unlike issues which are pulled from Jira, allocations are created directly within WorkHub. They represent planned work that may not have a corresponding Jira issue — such as training, internal meetings, management overhead, code reviews, support rotation, or client consultations.

Allocations ensure that non-issue work is visible on the timeline and counted toward each team member's workload, giving managers a complete picture of how capacity is being used across the team.

Key Properties

Each allocation has the following properties:

• Name: A descriptive label (e.g., "Sprint Planning", "Client Workshop", "Training")
• Assignee: The team member this allocation is for
• Date range: Start and end dates for the allocation period
• Hours per day: How many hours per working day this allocation takes (e.g., 2h/day)
• Color: Optional color override for visual distinction on the timeline

How Allocations Appear on the Scheduler

Allocations are displayed as colored bars alongside Jira issue bars on the user's row. They are visually similar to issues but carry a distinct style and label so you can tell them apart at a glance.

• Positioned on the assigned team member's row, spanning the configured date range
• Contribute to workload calculations — the hours per day value is added to the user's daily scheduled hours
• Reflected in workload indicators (green/yellow/red capacity bars) just like Jira issues

Creating an Allocation

There are two ways to create an allocation:

1. Click the "Create Allocation" button in the scheduler toolbar, OR right-click an empty cell on the timeline and select "Create Allocation" from the context menu.
2. Fill in the allocation details: Name, Assignee (pre-filled if you right-clicked on a specific user's row), Date range, and Hours per day.
3. Click Create. The allocation appears immediately on the timeline.

Interacting with Allocations

Once an allocation is on the timeline, you can interact with it in several ways:

• Resize: Drag the right edge of the allocation bar to extend or shorten the date range
• Click: Click the allocation bar to view its details in a tooltip/popup, including name, assignee, dates, and hours per day
• Delete: Remove the allocation from the tooltip/popup
• Drag: Drag an allocation bar horizontally to reschedule it to different dates, or vertically to reassign it to another team member

Workload Impact

Allocations contribute to workload calculations just like Jira issues. The hours per day value is added to the scheduled hours for each working day within the allocation's date range. This ensures that workload indicators accurately reflect the team member's total commitments, including both Jira issue work and non-issue activities.

Logging Time Against Allocations

Users can log worklogs directly against an allocation, not just Jira issues. This is useful for tracking time spent on non-issue work such as training sessions, support rotation, or internal meetings.

To log time against an allocation:

1. Click the allocation bar on the timeline to open its tooltip/popup.
2. Click the "Log Work" button. The Log Work dialog opens with the allocation pre-selected.
3. Enter the hours spent, date, and an optional description.
4. Click Save.

The logged hours appear in Time Tracking, Timesheets, and Reports just like issue worklogs, ensuring that all work — whether tied to a Jira issue or not — is captured in a single unified view.

Drag and Drop Back to top

The scheduler supports three types of drag-and-drop interactions for Jira issues. All changes are saved to Jira immediately.

Horizontal Drag (Reschedule)

Drag an issue bar left or right to move it to new dates. The duration of the issue is preserved — both the start and end dates shift by the same number of days. The issue's date fields in Jira are updated automatically.

Vertical Drag (Reassign)

Drag an issue bar up or down to another team member's row. This reassigns the issue to that person — the assignee field in Jira is updated in real time. The issue's dates remain unchanged.

Resize (Change Duration)

Grab the right edge of an issue bar and drag it to extend or shorten the end date. The start date remains fixed. This is useful for adjusting how long a task is expected to take without changing when it begins.

Scheduling Issues Back to top

You can schedule existing Jira issues onto the timeline directly from the scheduler. This assigns start and end dates to unscheduled issues so they appear on a team member's row.

Context Menu

Right-click on an empty cell in the timeline, or click on a single cell / select multiple cells and click, to open the context menu. The menu offers:

• Schedule Issue: Opens the Schedule Issue dialog to pick an existing Jira issue and assign it dates on the timeline
• Request Leave: Opens the Leave Request form for the selected team member and date
• Log Time: Opens the Log Work dialog to record time spent
• Create Allocation: Opens the Create Allocation dialog for non-issue work

Schedule Issue Dialog

The Schedule Issue dialog allows you to search for an existing Jira issue and assign it to the timeline:

• Issue: Search and select an existing Jira issue by key or summary
• Assignee: Pre-filled from the row where you clicked; can be changed
• Start date and end date: Pre-filled from the clicked cell(s); can be adjusted
• Original estimate: Enter or update the estimated hours for the issue

Once saved, the issue's dates and assignee are updated in Jira and the issue appears on the scheduler timeline.

Leave & Holiday Display Back to top

The scheduler can overlay approved leave requests and public holidays on the timeline. This gives a complete picture of team availability alongside scheduled work.

Toggle Visibility

Use the toggle buttons in the toolbar to show or hide leave and holiday blocks. When enabled, approved leave requests appear as colored blocks on the respective team member's row, and public holidays appear as highlighted columns across all rows.

Workload Impact

Regardless of whether leave and holidays are visually displayed, they are always factored into workload calculations. A team member on approved leave has zero available capacity for that day, and public holidays reduce available hours for all team members assigned to the corresponding holiday calendar.

Color Schemas Back to top

Issues on the scheduler are color-coded by their Jira status category, providing a quick visual indication of work progress across the team.

The color mapping is based on Jira's built-in status categories, so it works automatically with any custom workflow statuses your Jira instance uses. No configuration is needed.