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Individuals tab
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| Individuals tab (Administration) |
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| Individuals tab (Administration) |
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| name | GO TO - Individuals tab (Administration) |
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Introduction
This tab allows you to manage the currently existing Resources, add new ones, and edit resource-related data, such as Workload plans, Holiday plans, Absences, and Skills.
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| Interface and Navigation |
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| name | NAV - Individuals tab - Resource details |
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Content
The table in the Individuals tab displays currently applicable items (state on the day when you open the screen). To see the past and future assignments, click on a resource name to go to the Resource Details page.
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Functionality | Additional details |
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Basic user details | Based on the monday.com data: |
Working and non-working days detials | Currently applicable: Workload Plan Holiday Plan Absences
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Skills | Currently active skills of a user. |
Resource management | BigPicture status column: Note: This is NOT the status of a user in monday.com. |
Resource management
Default resources
All monday resources are automatically pulled during the installation.
In the future resources are automatically added / have to be manually added.
Add resources
Why and when?
Remove resources
Resources cannot be removed from BigPicture. Remove in monday.com.
What happens to the historical data?
Archive resources
Archiving doesn’t restrict available actions. BigPicture treats resources normally, but they are marked as archived.
Resource page
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| Individuals tab (Administration) |
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| name | GO TO - Resource's page (Administration) |
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Introduction
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| name | ABOUT - Resource page |
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On the resource page, you can: |
Content
The following information can be viewed and modified on a resource page:
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| name | TABEL - Resource page (general content and associated actions) |
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Information | Editable on the resource page |
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Timeline | All items assigned to resources are time sensitive. | Teams |  read-only
On the resource page, you can view the past and current team assignment across all boxes. BigPicture teams have to be edited in Box configuration - go to a box in which a team has been created to make changes. | Absences |  available actions:
On the resouce page you can see past, present and future entries. The entries can be added, edited, and removed directly on the resource page. | Skills | Holiday Plans | Workload Plans |
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Actions - skills
Skills apply in a selected timeframe.
Add
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Click Add new Fill in the form: Select a skill from a list Provide start date Provide end date (optional)
Click Save
skill of a person (Add).mov |
Edit
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Click the Edit icon Make changes Click Save
skill of a person (Edit).mov |
Delete
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Click the Delete icon Click Delete to confirm
skill of a preson (Remove).mov |
Actions - Workload Plans
Add
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| name | STEPS - ADD workload plan to a person |
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Click the Add new button Fill out the form: Select a workload plan from a list Efficiency Provide the start date
Click Add
workload plan of a person (Add).mov |
Edit
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| name | STEPS - EDIT holiday plan assignment to a person |
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Delete
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| name | STEPS - REMOVE holiday plan assignment from a person |
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Actions - Holiday Plans
Add
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| name | STEPS - ADD holiday plan to a person |
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Edit
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| name | STEPS - EDIT holiday plan assignment to a person |
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Delete
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| name | STEPS - REMOVE holiday plan assignment from a person |
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View adjustment
Past
Present
Future
Highlight
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