...
Step 1: Go to Capacity Tracker
...
Step 2: Select
...
iteration and start with configurations
If you have single period iteration (sprint/version) then it will be pre selected to get started. If you have multiple periods (sprints/versions) of those in the board , start with then select the most recent and active period(sprint/version) configurationor active iteration and start configuring it.
...
Step3: Set up appropriate permissions in order to edit configurations.
...
Once team members are added, you can do the following:
Assign role: you can select predefined roles or you can create custom roles
...
.
Define team members working days.
Add Days off the team members.
Configure their daily capacity. (Note: If the capacity type is selected as hours then the daily capacity will be represented as
...
hrs/day, if the capacity type is selected as Story Points then the daily capacity will be represented as
...
StoryPoints/day.
...
Step 6: Setup board configurations.
The board These configurations are global configurations settings for the board. These settings are applied They apply to all periods iterations (sprints/versions) in the selected project board.
Choose the capacity type as per your project needs and working practices. Ensure that they are aligned with your project and team’s estimations practices.
Setup Configure default working days for the entire team according to the company policyyour needs for the project board.
Add team holidays to account for general unavailability of team members for the selected perioditeration.
...
Save & Close after all configurations are set. You will be redirected to the Capacity Tracker list page.
...
Here are some edge cases that may prevents Capacity Tracker from working as intended and as a result you will not be able to view team capacity and workload bar charts as expected.
If users team members are not added and configured for the sprint. You will need to add users to plan their capacityiteration.
If your sprint iteration/board is blank/empty. i.e. You don’t have any stories or sub-tasks in it.
If you have not allocated the stories and sub-tasks to team members.
If you have not used the remaining estimate field to estimate the stories and sub-tasks of your project while your capacity type configured for hours based tracking.
If you have not used the default story points to size the stories of in your project while your capacity type is configured for story points based tracking.
If you are working on a future perioditeration, but you haven’t configured start and end date.
If you are using custom fields for estimations.
...