# Workload Planning

The Workload Planning view is a cross-project planning matrix accessible from the global menu. It allows administrators and team leads to allocate hours across projects and weeks, compare planned versus actual effort, and manage capacity at the organizational level.

## Accessing Workload Planning

Unlike other views that operate within a single project, Workload Planning is available from the **global Apps menu** in Jira. This provides a unified view across all projects.

## Planning Matrix

The matrix is structured as:

* **Rows** -- one per project
* **Columns** -- one per week

Each cell accepts a numeric value representing the planned hours for that project in that week. Type directly into cells to set or update planned hours.

## Plan vs. Actual

Once work is in progress, Hiera calculates actual hours from logged work and compares them to your plan. The comparison is displayed using delta chips:

| Delta               | Color      | Meaning                                   |
| ------------------- | ---------- | ----------------------------------------- |
| Within 10%          | **Green**  | On track                                  |
| Between 10% and 20% | **Orange** | Minor deviation                           |
| Beyond 20%          | **Red**    | Significant deviation requiring attention |

Delta chips appear on each cell, giving you an immediate visual indicator of where execution diverges from the plan.

## Story Points to Hours Ratio

Hiera uses a configurable ratio to convert Story Points into hours for planning purposes. The default ratio is **4 hours per Story Point**. Adjust this in the settings if your team uses a different estimation convention.

## Admin Viewer Switching

Administrators can switch the view to display data for a specific team member or for all members. This allows leads to review individual workloads without each person needing to access the view themselves.

## Team Aggregate Tab

A dedicated **Team** tab aggregates workload data across all members of a team, showing total planned and actual hours per project per week. This is useful for resource planning at the team level and for identifying teams that are consistently over- or under-capacity.

## Practical Tips

* Use Workload Planning at the start of each quarter to allocate capacity across projects.
* Review delta chips weekly to catch deviations early.
* Adjust the SP-to-hours ratio to match your team's velocity patterns.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://hiera.gitbook.io/hiera-docs/views-and-features/workload-planning.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.