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 utilization during a sprint.

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

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

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



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 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


      • Daily
      • Weekly
      • Monthly

Navigate through the calendar using the buttons.

Quick filtersAdd your favorite 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.
Search box

The Search box functionality can help you find particular tasks and filter out unwanted tasks or Boxes. The search box operates in two modes:

    • Text search mode which filters information based on the Jira summary field (Boxes and tasks)
    • JQL mode which, as the name suggests, filters information using JQL queries (tasks only)
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.

Data synchronization

During a re-sync process of a Box, the Resources module functions in a read-only capacity. 

Box Admins and Box Editors can perform only Box Viewer actions.

Export on Resources module is NOT available to anyone during full-sync.