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Tutorials and tips

The Resources module can be divided into 2 sections: the main header with all view options and the work area below:

Task duration

Let's expand a few Resources to see their tasks. Simply click the arrow on the left side of the resource:

You will notice the tasks themselves look identical to the Gantt. The truth is, Resources is the Gantt, just with rows for specific people instead of only tasks. Resource window and Gantt Chart are synchronized. Any change of task length, start or end date in Resource window is mirrored in Gantt Chart; task  length, start or end date changes on Gantt Chart are mirrored in Resources window.

You can make changes using drag and drop, not only to the left and right, but also between resources. Dropping a task to a resource's row will assign this task to that person in JIRA. Doing so from the Unassigned row is the fastest way to quickly assign tasks to team members.

However, aside of the task length there is also a numbered row.

Allocation

Resources operates on 2 values. First is the duration of the task. It's the period between the start and end date. The very same thing as on our Gantt. This tells the tool how long will a task take. Effort is always a standard JIRA field called Original Estimate. It's a part of JIRA work logging mechanism.

The formula for the numbers is very simple: Original Estimate is always distributed evenly across the duration. Examples:

DurationOriginal EstimateNumber for each day in Resources
3D9H3H
6D1H10M
1D7H7H

Capacity

You may wonder why some of the allocation numbers are colored in green, but other times in red or yellow. This becomes very simple once you click the small arrow to the right of a resource's avatar:

You see, the number calculated in Allocation is compared against the Capacity defined in the Administration section. Simply put, the tool looks if the number of hours on all tasks for a given day exceeds the maximum availability of this particular resource or not. The color coding is as follows:

Allocation>CapacityCapacity>AllocationCapacity=Allocation


A common use case for Project Managers is to look at Resources from a high-level scale looking only at the colors. Once they spot a red patch (indicating over allocation), they drill into this particular period.

View options

Speaking of scales, there are 4 to choose from - week, month, quarter and half-year. The weekly scale is special, in that it has individual summaries for every Resource when the capacity row is expanded:

In quarter and half-year there is not enough space for allocation numbers, so only coloring is visible. To change the given period, you simply click the ← or → arrows at the top. Selecting "Today" will default the view to the current day. Like in all other parts of BigPicture, Quick filters are available.

Summaries

A unique feature of the Resources view is the summary row at the bottom. It always aggregates the work of all resources currently visible on the screen. This is useful in conjunction with the Team picker, available in the upper-left corner:

As it allows you to see a summary on a Team basis. Here's a bit more about Teams.

Cross-program view

Last but not least, Resources has an option to show allocation across all Programs using the Eye button shown above - this is a part of the BigPicture Enterprise (read more about Enterprise Features).

HIGHLIGHTS



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