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Contents:
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Introduction
A workload plan is a calendar used to reflect specific working hours of an individual resource. It is the basis for individual and team capacity calculation. It determines the users' daily, weekly, and monthly capacity, which is calculated by the Resources and Board modules.
Similarly, like with Holidays plans, users A resource can be assigned to those plans using the Resource Manager. A Resource can be assigned to multiple workload plans, for example, a different plan for the summer season and a different one for the winter one.
You can assign workload plans to multiple individuals on the following pages:
BigPicture Administration > Resources > Individuals
BigPicture Administration > Resources > Workload plans
On the "Workload plans" page, you can see a list of available workload plans.
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Information Information is displayed in three columns:
Name
Code
Description
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Security and access
Only a person with the App admin security role or App Resource Admin can access this page. To create workload plans, go to Administration > Resources > Workload plans.
Assign individuals to workload plans
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Workload Plans plans can't overlap. You can assign multiple consecutive Workload workload plans to a resource, but they can never overlap. Only one workload plan is applicable at any given moment. |
You can assign Workload Plans to resources:
On a Workload Plan page
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On the Workload plan page
Method 1
Click the Details button of a workload plan (either by clicking on its name or by clicking the
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Details
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button)
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Click on the
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Assigned
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resources button.
In the pop-up,
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a User
Efficiency
Start date
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Click the "+" button to add a resource to the Workload Plan:
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Confirm the change:
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complete the User, Efficiency, and Start date fields.
When ready, click the plus + button.
Click Assign to confirm.
The resource will appear on the list
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.
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When you click on the name of a Resourceresource, you will be taken to the "resource manager" Administration > Resources > Individuals page of that resource. You can view the details of the Workload Plan workload plan assignment on the resource's timeline. |
Method 2 (assign multiple individuals at once)
Assign multiple individuals to a workload plan.
Click Assign individuals on the Administration > Resources > Workload plans page.
Select the workload plan from the list.
Define the Efficiency and Start date fields. The end date will be adjusted automatically.
Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are useful when assigning multiple individuals.
When ready, click Assign.
On a resource's page (using individuals)
To Method 1 (manage resource-specific information, go )
Go to Administration > Resources > Individuals
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Find a resource on the list.
Click on the name of
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that resource.
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Manage workload plans directly on the
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Creating Workload Plans
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Method 2 (assign multiple individuals at once)
Go to Administration > Resources > Individuals.
Click Assign to > Workload plan.
Complete the required fields.
Create workload plans
Click the Add new plan button.
Provide:
Name
Code
Description (optional field)
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To specify Workload plan information, go to a workload plan’s "Details" page.
Details of a
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workload plan
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To access Workload Plan details, click the name of the plan or the "Details" button:
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The list shows you all resources assigned to a given Workload Plan. A resource can be assigned to the same workload plan over different periods. |
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Keep in mind , that a resource can be assigned to multiple Workload Plansworkload plans. When When you click on the name of a resource name, you will be taken to the "Resource manager" page of a given user, where you can view all their assignments in detail. Administration > Resources > Individuals page of that resource. You can view the details of the workload plan assignment on the resource's timeline. |
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Remove from the plan
You can remove a user (a particular Workload Plan assignment) directly from the "Assigned Resources" list.
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Delete workload plans
You can not delete the default plans.
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To delete a plan, click the 'Delete' button
If a resource is assigned to a deleted plan, the App assigns the Default Workload Plan instead. |
Workload
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plan overview - delete
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Workload
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plan details - delete
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Default
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workload plan
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Default Workload Plan workload plan can't be removed. |
When a task is added to the scope of a Box or when the currently assigned plan is deleted, the task assignee is automatically assigned to the default workload plan.
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Workload
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plan efficiency
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(If you want to simulate a non-human resource or use a single user to represent a team, you can use the efficiency multiplier. Alternatively, you can use it to reduce the capacity resulting from the Workload plan by setting a value below 1.) |
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It can exceed the 24-hour limit by specifying 'Efficiency' in the Resource Manager section. |
Individual
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absences
Users can add their own absences using their "My settings" My settingspage.
Security and access
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Only a person with the App admin security role or App Resource Admin can access this page.
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