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Set up the working capacity for your team members, which defines the number of hours or days they are available to work.

To access capacity scheme settings go to Settings → Working capacity

Create and manage a holiday scheme that reflects your organization's official holidays. This allows you to account for non-working days in resource planning.

To access holiday scheme settings go to Settings → Holiday Calendar

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Define different types of leaves (e.g., vacation, sick leave, parental leave) and allocate them to team members.

To access capacity scheme settings go to Settings → Leaves

Note: If your organization doesn't require the Leave Approval Workflow, you can disable this feature by clicking the corresponding button and proceed to the next step.

Set up billing rates and cost configurations for different resources or projects. This is essential for accurate cost management and financial reporting within your projects.

To access these settings, go to Settings → Rate and Cost.

Note: If you do not require the Cost Tracking or Billable Hour Tracking feature, you may skip this step.

Field data refers to the customizable attributes created by Admins, which are applied to employee profiles. These attributes can include categories like Departments, Positions, Skills, and Currencies.

To access these settings, go to Settings → Field Data

Map the Start Date and End Date fields in TeamBoard TimePlanner to corresponding Jira fields.

Note that when mapping date fields to Jira, the app adheres to Jira’s specifications, which may limit certain advanced features like scheduling tasks multiple times or assigning one task to multiple users.

If your team normally schedules one task to multiple resources, you may skip to the next step.