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Individuals tab

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nameIMG - Individuals tab (full)

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Functionality

Additional details

Basic user details

Based on the monday.com data:

  • Full name → a link to the resource details screen

  • Username

  • Source

Working and non-working days detials

Currently applicable:

  • Workload Plan

  • Holiday Plan

  • Absences

Skills

Currently active skills of a user.

Resource management

BigPicture status column:

  • empty → active user

  • archived label → archived user

Note: This is NOT the status of a user in monday.com.

Resource

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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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nameTABEL - Resource page (general content and associated actions)
Administration - Individuals

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
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

Actions - skills

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

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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

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hidden

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nameSTEPS - DELETE skill assignment
  1. Click the Delete icon

  2. Click Delete to confirm

skill of a preson (Remove).mov

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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 assignment
  1. Click Add new

  2. Provide assignment details

    1. name - select a workload plan from a dropdown

    2. efficiency - enter an efficiency multiplier

    3. start date- select using date picker

  3. Click Add.

ADD workload plan 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 - DELETE workload plan assignment
  1. Click the Delete icon (blue star)

  2. Click Delete

DELETE workload plan from a user.mov

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