How to Get Cross-Project View for Shared Resources in Jira?

Have you ever gotten lost in a ton of tasks and projects trying to find the right team to complete those tasks?

It is very annoying when you cannot get a proper visualization of the capacity of the resources, as the amount of work that must be done. We have a solution for this: Activity Timeline is very useful in such cases, as it helps you to get a clear understanding of the work process and allows you to fold all the scattered puzzles into a coherent picture.

Management of Multiple Projects with Atlassian Jira

It’s a natural method of carrying out the reuniting between the various tasks of the project on a daily basis – a common process for a cross-team meeting. As for project managers to see the multi-projects is more crucial. Operating different projects at one time could be a daily practice.

To have a cross-project view Jira has a single solution. It’s creating multiple projects on one board:

1. Select your Jira project
2. Click on the three dots icon and select “Create Board”
3. Select the board type -> Scrum or Kanban
4. Choose: Board from an existing project -> Next
5. Fill in the board name and select a project associated with this board
6. Click “Create board” -> Your board is ready.

Get Cross-Project View in Jira with ActivityTimeline

When you need to get a clear view of cross-projects for shared resources, just open ActivityTimeline and choose a Plan module. The first thing you see is the Main Dashboard and an Issues Panel (a column on the left side of the page).

The default view can be configured and changed through one of the four tabs. The available tabs are Filters, Group, Sort, and Extra. We need to pay attention to the Group tab, as it allows us to group issues by different characteristics. You may change panels at the bottom of the column by clicking on the needed section. For example, if you choose the section Priority, you will see tickets sorted from the highest to the lowest priority.

If you choose the Project section, you will see all of your projects in progress at the very bottom of the Issues Panel. Fields of projects contain names of projects, project keys, and the amount of the project-related tickets. You can open all of the tasks by clicking on the panel of any project.

When you go to the Main Dashboard, there is a field Team at the top of the page. By clicking on the arrow on the right side of the field, you will open a window, which contains all of the available teams. All available Jira teams will be on the list. The main trick is that there is a possibility to choose one or multiple teams simultaneously, moreover, you can search for a specific team, person, or even position or skill.

You can choose several teams by checking the box near the team name. Members of the chosen teams will be shown on the left side of the Main Dashboard. There you can also find the capacity and workload of each person, which significantly eases your forecasting.

After choosing the right team, you can easily drag-n-drop tasks from the projects and assign these tasks to any team member as well as unassign/unschedule tasks with the help of the Main Dashboard.

Clear vision and simplicity of use are the best formulae for an efficient work process.

Cross-project Reporting with ActivityTimeline

To see what is going on and track progress in multiple projects you can with Project Resources Report. To get the report simply go to the Reports module and select Project Resources Report.

This report proves invaluable when managing multiple concurrent projects. It showcases the participation of team members across various projects, providing a clear overview of their project involvement. By presenting team members’ allocation in a user-friendly format, this report allows managers to easily identify the exact number of hours dedicated by each employee, eliminating the need to sift through excessive information.

Are not sure yet? Just schedule a short Demo session with our experts or start a free trial version in order to know more about ActivityTimeline’s useful features.