Getting started

Cloud Scheduler is designed to make planning accessible from Jira Cloud without forcing users to leave their project context. The intended first-run flow is simple: install the app, open a Jira project or board, display Cloud Scheduler from the app entry point, add resources, then create planned work linked to Jira issues.

First-run workflow

1. Install Cloud Scheduler on the Jira Cloud test site using an administrator account.
2. Open a Jira project that contains sample issues and users.
3. From the project or board area, use the app entry point or plus/add option to display Cloud Scheduler in the project context when available.
4. Open Resource and add Jira resources, Jira groups, generic resources or Cloud Scheduler groups.
5. Create planning entries or tasks in Schedule and link them to Jira issues or Jira work items.
6. Assign planned work to a resource, dates and planned hours.
7. Open Calendar to validate monthly visibility of planned work, holidays, events and availability.
8. Open Gantt to validate roadmap/timeline planning for planned work over time.
9. Open Timesheet to compare planned effort with Jira logged work when sample worklogs exist.
10. Open Pulse to review workload, capacity and planning health indicators.

Recommended setup for a first evaluation

• Create or select one Jira project with realistic sample issues.
• Prepare a few Jira users or Jira groups to represent teams or resources.
• Create 5 to 10 planned work entries across one or two weeks.
• Link planned work to Jira issues to validate the Jira planning context.
• Add sample worklogs if Timesheet validation is required.
• Review results with Calendar, Gantt and Pulse.

Typical roles

• Jira administrators install and configure the app.
• Project managers and PMOs use Schedule, Gantt and Pulse.
• Resource managers use Resource, Calendar and workload indicators.
• Delivery teams use Calendar, Schedule and Timesheet for operational follow-up.