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Advanced resource analytics

The Analytics tab gives PMOs, Team Managers, and Project Managers one place to compare the signals that drive staffing decisions:

  • Demand coming from project resource requests
  • Filled allocations already assigned to people
  • Available capacity based on real calendars and working time
  • Actuals from Jira worklogs

This helps you move from reactive coordination to proactive portfolio steering. Instead of reviewing requests, assignments, and worklogs in isolation, you can see how they evolve across the same timeline and use that visibility to balance team capacity against project needs.

Advanced analytics: compare demand, allocations, capacity, and actuals


Why this matters

Advanced resource analytics helps teams answer questions such as:

  • Are we likely to overload a team in the next weeks or months?
  • Is incoming demand being converted into assignments fast enough?
  • Are actual logged hours tracking the original staffing plan?
  • Which teams, roles, or projects need intervention before delivery risk becomes visible?

In practice, this means you can:

  • detect capacity shortages earlier
  • compare planned work with real execution
  • identify persistent fulfillment gaps
  • make more confident staffing and prioritization decisions
  • improve forecast quality for upcoming periods

Who can see Analytics

RoleAccess
Instance AdminFull access
Resource Management for Jira App AdminFull access
Team ManagerTeam mode
Project ManagerProject mode
Team Manager + Project ManagerBoth Team and Project modes
ViewerNo access

The Analytics tab is also controlled by the Enable analytics application setting.


Two analytics modes

Team mode

Use Team mode when you want to understand whether your managed teams can realistically satisfy current and upcoming demand.

This mode is best for:

  • checking whether team capacity can absorb new requests
  • comparing requested work, assigned work, and actuals for the teams you manage
  • spotting overloads, unused capacity, or mismatches between staffing plans and execution

In Team mode, you can compare:

  • Capacity
  • Requested allocation
  • Filled allocation
  • Actuals

Project mode

Use Project mode when you want to understand delivery progress and staffing fulfillment from the project perspective.

This mode is best for:

  • reviewing whether projects are getting the capacity they asked for
  • comparing planned staffing with actual logged execution
  • identifying projects that are underfilled, delayed, or drifting away from plan

In Project mode, you compare:

  • Requested allocation
  • Filled allocation
  • Actuals

Project mode does not show a separate capacity series, because the focus is the project delivery view rather than team supply.


What the screen shows

Filters

The top filter bar helps you narrow the analysis:

  • Projects
  • Teams
  • Members
  • Roles

You can combine these filters to answer very specific questions, such as:

  • a single project across multiple teams
  • one delivery team across many projects
  • a specific role, such as QA Engineer or Product Manager
  • one resource or a subset of specialists

Timeline

The timeline lets you move backward and forward across periods and switch the granularity of the view:

  • Day
  • Week
  • Month
  • Quarter (where available in the analytics view)

This is what makes the feature useful for both:

  • retrospective analysis of past performance
  • forward-looking analysis of upcoming staffing pressure

Summary tiles

At the top of the chart, the tiles summarize the visible totals for each series. This gives you an immediate snapshot of:

  • how much work is being requested
  • how much has already been assigned
  • how much capacity is available
  • how much effort has actually been logged

Chart

The chart visualizes how the selected series change over time. It is designed to make trends and imbalances visible quickly, for example:

  • sustained demand that is above available capacity
  • assignments that lag behind requested demand
  • actuals that differ materially from allocations

Results by series

Below the chart, the Results by series area breaks the totals into detailed rows so you can inspect where the numbers come from.

Depending on the selected tab, you can review:

  • capacity by team member / role
  • requested allocation by request / role
  • filled allocation by assignment / resource
  • actuals by worklog-driven execution rows

This helps you move from an executive-level signal to the concrete people, roles, and projects behind it.


What each series means

Capacity

The amount of available working time for the selected people and periods, based on effective calendars and approved availability.

Use it to understand the real supply side of your managed teams.

Requested allocation

The demand raised by projects through resource requests.

Use it to understand how much capacity projects are asking for, even before all assignments are finalized.

Filled allocation

The part of demand that has already been assigned to specific people or roles.

Use it to understand how much of the requested work has actually been staffed.

Actuals

The hours that were actually logged in Jira worklogs.

Use it to compare real delivery effort against the original staffing picture.


Typical use cases

PMO: review the portfolio outlook

Use Analytics to compare demand, filled allocations, and actuals across multiple teams and projects. This helps PMO stakeholders spot structural delivery risks earlier and prepare better portfolio reviews.

Team Manager: protect team capacity

Use Team mode to see whether incoming demand is running ahead of available capacity, whether assignments are realistic, and where your team may be overcommitted or underused.

Project Manager: track fulfillment and execution

Use Project mode to see whether requested staffing is being fulfilled and whether the project’s actual execution is aligned with the approved allocation plan.

Delivery leadership: improve forecast confidence

Use the same timeline to look backward and forward: analyze past execution patterns, then inspect upcoming demand and staffing pressure to reduce surprises in future periods.


How Analytics works with other tabs

  • Resource Requests provides the demand and assignment signals used in Analytics.
  • Timesheets gives a more tabular plan-vs-actual view for approvals and operational follow-up.
  • Worklogs provide the actual effort that feeds execution visibility.
  • Calendars, availability, and Team Management keep the capacity side realistic.

See also:


  1. Start with a time range that matches your planning horizon.
  2. Choose Team or Project mode depending on the decision you need to make.
  3. Narrow the view with projects, teams, members, or roles.
  4. Compare demand, filled allocations, capacity, and actuals on the chart.
  5. Open the Results by series section to identify the exact teams, people, or requests behind the signal.
  6. Adjust requests, assignments, or planning priorities before the gap becomes a delivery problem.