Resources module - Interface overview - Header

Switch between the Individual and Team views to show your resources as assigned users or teams.

Skill panel

Enable the skill panel to show the skill demand.

The workload allocation can be expressed using the following source data of Time tracking fields:

• • • Original estimate
    • Remaining estimate
    • Story points

The module distributes the workload evenly over the the duration period resulting from the applied scale.

• • • Expand all rows
    • Collapse all rows

Show:

• • • Allocation
    • Remaining capacity
    • Capacity
    • Tasks
    • Tasks from all Programs / Show overall assignment
    • Warnings

Export requires BigTemplate app. Export your data to:

• • • XML
    • PDF image

Select how to display available using the time period and aggregation options. When looking at the date using the quarter and half year view only colours will be displayed, unless the weekly or monthly aggregation is selected.

Time period:

• • • Week
    • Month
    • Quarter
    • Half year

Aggregation

• • • Daily
    • Weekly
    • Monthly

Navigate through the calendar using the following buttons:

• • • Previous month
    • Previous week
    • Today
    • Next week
    • Next month

Filter resources using the in-build resource filters. Depending on the current view - Individual or Teams - different filter will be available:

Individual view:

• • • Individuals with tasks - shows all the resources (users) who are assigned to tasks in the specified time period.
    • All teams' members - shows all Program team members even if they are not assigned to tasks scheduled in the specified timeframe.

Teams view:

• • • Teams with tasks - shows all the teams which are assigned to tasks in the specified time period.
    • All teams - show all the Program's teams.

When the filter is applied the workload will be calculated solely based on the tasks which match the filter.