You can change the terminology and rename modules. To avoid confusion check the module icon which is unalterable.



The Resources module provides essential information to manage resources both at project and portfolio levels but also can give an insight into resource utilisation during a sprint.

You can actually use this view to manage resources across the whole organisation.

Using different effort modes you can analyse resource consumption, currently utilised resources as well as the forecasted availability.

The  "Perfect match" feature will help you in levelling your resources by suggesting available assignees both at individual and team levels.

Feature

Description

Individual and Team view

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

Please note that assigning an individual user to a task is not equivalent of assigning this user's team to the same task and vice versa.

Skill panel

Enable the skill panel to show the skill demand. Skills need to be specified at the user level (skill supply) and at the task level (skill demand).

Resource filtersFilter resources using the in-build resource filters. Depending on the current view - Individual or Teams.
Effort mode

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

The module distributes the workload evenly over the the duration period.

View options

Show the tasks for each Resource / Teams

      • Expand all rows
      • Collapse all rows

Show additional information for each reporting period:

Export options

Export requires BigTemplate app. Export your data to:

      • XML
      • PDF image
Scale options

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
Navigation

Navigate through the calendar using the buttons.

Quick filtersAdd your favourite filters to the header and filter tasks from the resource grid. When the filter is applied the workload will be calculated solely based on the tasks which match the filter.
Resource filters

Filter resources using the in-built resource specific filters to zoom in on a particular Team or its team members.

Summary rowTotal capacity, allocation and remaining capacity of all resources in the current view.