Individuals tab
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name | IMG - Individuals tab (full) |
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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
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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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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.
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hidden | true |
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name | AA - skills (resource details) |
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Available actions: |
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hidden | true |
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name | STEPS - ADD skill asignment |
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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 |
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hidden | true |
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name | AA - workload plans (resource details) |
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Available actions: add - workload plan assignment edit - workload plan assignment delete - workload plan assignment
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hidden | true |
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name | STEPS - ADD workload plan assignment |
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Click Add new Provide assignment details name - select a workload plan from a dropdown efficiency - enter an efficiency multiplier start date- select using date picker
Click Add. ADD workload plan to a user.mov |
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