Simplified Planner > Planner Usage > Creating a Plan

You can create a new plan by clicking on the Create Plan option under the J-Planner menu in the top navigation bar, as shown below.

​​The Create Plan dialog has seven fields, as shown below. Only Name and Filter​ are required fields.

Name

Filter

Estimation Statistic

Theme

Plan Start Date

Plan End Date

Owners

Name

A meaningful name for the plan

Filter

Select a filter. You can start typing the filter name and select one from the results.

Note that the filter has to be visible to the user for it to appear in the dropdown.

Estimation Statistic

A list of number fields. This field value will be showed in the timeline to aid capacity planning.

Theme

The theme determines the look and feel of issue cards on the plan. There are two values:

• Lite:  Shows the issue cards in white background with red, green or grey borders, depending on the status of the issue in the plan.
  
• Classic: Shows the issue cards in light red, green or grey background, depending on the status of the issue in the plan.
  

Plan Start Date

Start Date of the plan. If not entered, earliest start date of the issues in the plan is treated as the plan start date.

Plan End Date

End Date of the plan. If not entered, latest end date of the issues in the plan is treated as the plan end date.

Owners

Owners of the plan. Only owners can manage or modify the plan. The user who is creating the plan is automatically an owner.