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Individuals tab

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titleWho can access this screen?
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Interface and Navigation
Interface and Navigation
nameSECURITY -

Administration - Resources

App admin + App Resource Admin
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name
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titleHow to get to this screen?
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Individuals tabIndividuals tab
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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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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nameIMG - Resource page
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titleWho can access this screen?
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Interface and Navigation
Interface and Navigation
nameSECURITY -

Administration - Resources

App admin + App Resource Admin
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titleHow to get to this screen?

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Individuals tab
Individuals tab
nameGO TO - Resource's page (Administration) Individuals tab
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Introduction

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nameABOUT - Resource page

On the resource page, you can:

  • make changes that impact the resource capacity (assign and remove):

    • Workload plans

    • Holiday plans

    • Absences

  • assign/unassign skills

  • get an overview of a user’s overall assignment to BigPicture teams

Item

Available Actions

Workload plans

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Individuals tab
Individuals tab
nameAA - workload plans (resource details)
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Holiday plans

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Individuals tab
Individuals tab
nameAA - holiday plans (resource details)
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Skills

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Individuals tab
Individuals tab
nameAA - skills (resource details)
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Teams

read-only

Content

The following information can be viewed and modified on a resource page:

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nameTABEL - Resource page (general content and associated actions)

Information

Editable on the resource page

Timeline

All items assigned to resources are time sensitive.

Teams

(error) 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.

  • Click on the box code in the created in column to go to the box.

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    Administration - Individuals tab
    Administration - Individuals tab
    nameIMG - FOCUS - Resource page (Teams - created in)
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Absences

(tick) available actions:

  • add new

  • edit

  • delete

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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Skills apply in a selected timeframe.

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nameAA - skills (resource details)

Available actions:

  • add - skill assignment

  • edit - skill assignment

  • delete - skill assignment

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nameSTEPS - ADD skill asignment

  1. Click Add new

  2. Fill in the form:

    1. Select a skill from a list

    2. Provide start date

    3. Provide end date (optional)

  3. Click Save

skill of a person (Add).mov

Edit

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nameSTEPS - EDIT skill assignment

  1. Click the Edit icon

  2. Make changes

  3. Click Save

skill of a person (Edit).mov

Delete

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nameSTEPS - REMOVE DELETE skill assignment

  1. Click the Delete icon

  2. Click Delete to confirm

skill of a preson (Remove).mov

Actions - Workload Plans

Add

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nameAA - workload plans (resource details)

Available actions:

  • add - workload plan assignment

  • edit - workload plan assignment

  • delete - workload plan assignment

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nameSTEPS - ADD workload plan

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assignment

  1. Click

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  1. Add new

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Fill out the form:

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  2. Provide assignment details

    1. name - select a workload plan from a

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Efficiency

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    1. dropdown

    2. efficiency - enter an efficiency multiplier

    3. start date- select using date picker

  2. Click Add.

ADD workload plan

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Edit

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to a user.mov

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nameSTEPS - EDIT workload plan assignment

  1. Click the Edit icon (blue star)

  2. Modify assignment details

  3. Click Save

EDIT workload plan assignment.mov

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nameSTEPS -

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DELETE workload plan assignment

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Delete

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nameSTEPS - REMOVE holiday plan assignment from a person

Actions - Holiday Plans

Add

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  1. Click the Delete icon (blue star)

  2. Click Delete

DELETE workload plan from a user.mov

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nameAA - holiday plans (resource details)

Available actions:

  • add - holiday plan assignment

  • edit - holiday plan assignment

  • delete - holiday plan assignment

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nameSTEPS - ADD holiday plan

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Edit

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assignment

  1. Click Add new

  2. Provide assignment details

    1. name - select from a dropdown

    2. start date - select from a date picker

  3. Click Add

ADD - holiday plan assignment.mov

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nameSTEPS - EDIT holiday plan assignment

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Delete

...

  1. Click the Edit icon (blue star)

  2. Modify assignment details

  3. Click Save

EDIT - holiday plan assignment.mov

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nameSTEPS -

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DELETE holiday plan assignment

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View adjustment

Past

Present

Future

Highlight

  1. Click the Delete icon (blue star)

  2. Click Delete

DELETE - holiday plan assignment.mov

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nameGO TO - Individuals tab (Administration)

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    Interface and Navigation
    Interface and Navigation
    nameNAV - wrench icon (select)
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    nameNAV - resources (wrench menu select) - wrench icon - resources
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nameGO TO - resource details page

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    nameNAV - wrench icon - resources
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    nameNAV - Individuals tab (select) - Resource details
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nameGO TO - VID - Resource 's details page (Administration)

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nameNAV - Individuals tab - Resource details
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Use the ‘search’ function to locate a resource on the list.

Go to (Resource page).mp4

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Individuals tab (WP assignment to users)
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nameIMG - MINI - Individuals tab (current WP assignment to users)
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nameIMG - FOCUS MINI - Resource page (Teams - created indetails (top)
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