Once the Teams are configured properly and assigned to sprints, you can start examining the capacity planning for each team on your board.
Planning is and tracking are viewed in the top tab named Planning & Tracking. It gives you the planning and tracking capabilities you always wanted - all from the same screen.
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Working with Sprints
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The tab is divided into two areas, the left side is a list of individual project issues you want to view, while the right side panel renders the planing and tracking status and data. Planning and tracking are sprint focused, so first you need to select the sprint under consideration. This can be the current sprint, a future sprint that has not started yet, or the project backlog.
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Sprint Issues
When you select a sprint, its list of issues is displayed, you see the following information in the issue panel:
Sprint name
Number of displayed issues
Sprint start and end date and time
List of issues
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The number of issues refer to the number of issues actually displayed. By default, this is the total number of sprint issues. When the list is filtered (see below), it is the number of the filter resulted issues. For each issue, the type, priority, key, summary, epic, sprint, assignee, status and estimate are displayed, similarly to how they appear in the Jira backlog.
When you click on an issue key, the issue details screen is displayed in a new browser tab.
The Estimate field is based on your Jira board settings (Board settings → Estimation → Estimation Statistic). The available estimation options supported are: Story Points or Original Time Estimate. Accordingly, the issue display shows the Estimate column in points or time units, respectively.
The planning and tracking is then done with those units, and capacities are taken from the respective values as you defined in the Team configuration tab.
Importantly, as part of your planning refinement process, you can:
Move issues from the presented sprint to a different one or to the backlog, by selecting the target sprint for an issue.
Change the issue assignee
Update issue estimationsestimation
All of these, from within this same screen!
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Planning Panel View Areas
As you probably noticed
Issue Filtering
You can filter the list of sprint issues, in order to focus on a relevant subset. Thus, you can choose to display issues the selected team for analysis. The team is selected in the Planning & tracking team field.
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In this filter the issue counter shows the number of issues for the selected team, and those issues are displayed in the issue list. You can also select to show issues for an assignee, in which case you can select the assignee of interest.
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Issue Grouping
By default the list of issues has no grouping. The Group by: field allows you to view issues groups by epic, issues type, priority and roles. Issues that don’t belong to a selected category (for example when no role is applicable for them) appear under a Not grouped section.
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Note that for each group section the total estimation is displayed.
Planning/Tracking Panel
As mentioned above, on the right of the issue list display you can see a Planning Panel the Planning/Tracking panel for the sprint, with statistics for the selected Sprint- Team. If the sprint had Sprint-Team has a team already set, then a Team field will show it. If you defined multiple teams, you can select the one to examine, from the Team using the Planing & tracking team dropdown. If you wish, you can select an individual team member and display only their sprint assigned issues.
The planning panel displays the total planned work for a selected Sprint-Team assignment, at the right side of the screen. Thus you can observe different views of original work estimation compared to resource time assignment in the team (Potential Capacity vs. Planned Work) .
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