Individuals

This tab allows you to manage currently existing Resources of a particular Program, add new ones and edit all its resource-related data, such as Workload and Holiday plans.

FeatureDescription
Add resources

Add Jira users as resources and assign them to Workload, Holiday Plans, or define Skills. The list of resources is generated automatically when a Program is created and shows all resources which are assigned to tasks in the scope of created Programs.

Link to resource detailed view

Detailed view of all Skills / Workload Plans / Holiday Plans / Absences of a selected Resource. Use this view to modify the plans and their start/end dates.

Current Workload Plan

The Resource can be assigned to multiple Workload Plans so in this section the active plan is presented.

Current Holiday Plan

The Resource can be assigned to multiple Holiday Plans so in this section, the active plan is presented.

Current absence with the reason

The current absence period with the absence reason.

Users can add their own absences using their "My Profile" page. 

Current Skill

The currently available skills.

Archive Resource

Archiving resources makes it easier for you to know what is a status of a resource.

Navigating the Resource List

In order to find a particular Resource, click on the column header menu to filter the list of available Resources. You can also sort the list by alphabetical order and the other way round.

No limitations for Resource entries

Currently, the list of resources has no number limitation. You can view and manage as many Jira entries as you want.

If you face any performance issues while loading larger numbers of resources on the list, e.g. 10 000 or more, please contact our Support Team.

Archiving Resources

On the Resource Manager screen, archived resources are hidden by default. Click on the "Archived" column menu and select the "Archived" option to show/hide archived resources. 

Archive

App Admin can manually archive selected individual resources on the Resource Manager page using the "Archive resource" button on the right.

Restore

Archived resources can be manually unarchived (restored).

Impact on Box modules

Archiving resources doesn't have a functional impact. Archiving resources makes it easier for you to know what is a status of a resource, but it won't prevent you from planning their work. 

Archived resources are handled in the same way as active ones - archived users can still be added to Boxes and teams. You can assign them tasks and their workload and capacity will be calculated normally when you assign them tasks.

However, they will be marked as archived in:

Gantt module - Resources panel

Resources module

Teams module

For archived users, it is advised to close their membership period in teams.


Board module


Filtering and Sorting 

Filtering

You can filter the results based on column information. 

Sorting

You can sort the results based on column information.