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.
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.
The currently available skills.
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.
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.
App Admin can manually archive selected individual resources on the Resource Manager page using the "Archive resource" button on the right.
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
Filtering and Sorting
You can filter the results based on column information.
You can sort the results based on column information.