How to plan capacity, budgets, & reports in Jira
Stop chasing stale spreadsheets and reconciling out-of-sync data. Learn how Jira connects capacity, budgets, and live reporting directly to your work, giving your team and AI the full context to move work forward.
Justin Thomas
Principal Product Manager, Atlassian
Ben Payne
Senior Product Manager, Atlassian
Jason Seam
Group Product Manager, Atlassian
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Most teams plan in spreadsheets – then spend the rest of the quarter chasing updates, reconciling stale data, and wondering why the budget page and the actual work never seem to match.
Atlassian Product Managers will walk through how Jira’s capacity planning, formula fields, and space insights connect your plans, budgets, and reporting into the same system as the work, so your information is always current and your AI tools actually have the context to help.
You'll learn how to:
Plan team capacity in Jira so you know who's overloaded before it becomes a missed deadline, no spreadsheet required.
Use formula fields to run budget calculations, prioritization scores, and ROI tracking directly on your work items — recalculated automatically as work gets logged.
Build live dashboards that don't go stale the moment you share them, with plain-language insights from Rovo explaining what's driving the trends.
Give your AI tools the full context they need. When your team’s capacity, budget, and work all live in one place, Rovo can flag risks, surface blockers, and take action.
Register to join live and bring your questions for the team. If you can't attend, sign up anyway and we'll send you the recording after the session.
More about the speakers
Justin Thomas
Principal Product Manager, Atlassian
Justin Thomas
Principal Product Manager, Atlassian
Justin Thomas is a Principal Product Manager at Atlassian, focused on helping organizations balance enterprise governance with team autonomy. His work includes Space Policies, custom templates, global fields and global statuses, giving teams more freedom to manage their work within clear organisational guardrails. A former software engineer, Justin brings deep technical and platform experience to simplifying complex administration at scale.
Ben Payne
Senior Product Manager, Atlassian
Ben Payne
Senior Product Manager, Atlassian
Ben is a product manager building practical AI agents that help technical and non-technical teams automate work, access the right context, and deliver better outcomes. His work includes building the new Jira admin agent, as well as creating new metrics and reporting experiences that make AI efficiency and ROI measurable - helping organisations understand how agents improve productivity and make the most of their budgets and resources. With an engineering and startup-founder background, Ben combines technical depth with a customer-focused approach to turn emerging agent capabilities into useful, scalable solutions.
Jason Seam
Group Product Manager, Atlassian
Jason Seam
Group Product Manager, Atlassian
Jason is a Group Product Manager with Jira. He leads multiple teams across the core experience, including the core views and planning features such as Individual Capacity Planning. Jason's teams focus on modernising and enabling customers to seamlessly plan, co-ordinate and track their work in an increasingly agent-native world while ensuring the core, human-centric experience is preserved.