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You can change the terminology and rename modules. To avoid confusion, check the module icon, which is unalterable. |
The Resources module provides essential information to manage for managing resources both at project and portfolio levels but and can also give an provide insight into resource utilization during a sprint.
You can actually use this view to manage resources across the whole organization.
Using different effort modes you You can analyze resource consumption, currently utilized resources as well as the , and forecasted availability using different effort modes.
The "Perfect match" The Find the perfect match feature will help you in leveling your allocate resources more effectively by suggesting available assignees both at the individual and team levels.
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Feature | Description |
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Switch between the Individual and Team views to show your resources as assigned users or teams.
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Use the |
Add task + |
button to create new tasks. | |
Enable the skill panel to show the skill demand. Skills need to be specified at the user level (skill supply) and |
the task level (skill demand). | |
Resource filters | Filter resources using the in-build resource filters. Depending on the current view |
(individual or team view). | |
The workload allocation can be expressed using the following source data of Time tracking fields: The module distributes the workload evenly over the duration period. You can choose the unit you want the capacity to be displayed in:
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Show the tasks for each |
resource or team
Show additional information for each reporting period:
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Task details pop-up | View and inline edit the details of assigned tasks. Search for the perfect match using the |
Find the perfect match |
button( |
assignee and |
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team). Enhance the process and assign tasks to a respective team by inline editing. 
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To unlock the export features, install the BigTemplate App from the Atlassian Marketplace.
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Select how to display available using the time period and aggregation options. When looking at the date using the quarter and half-year view, only |
colors are displayed |
unless the weekly or monthly aggregation is selected. Time period:
Aggregation
Check the new resources module for the additional features. | ||||||||||||||||||
Navigate through the calendar using the buttons. | ||||||||||||||||||
Add your favorite filters to the header and filter tasks from the resource grid. When the filter is applied the workload will be calculated solely based on the tasks which match the filter. | ||||||||||||||||||
Filter resources using the in-built resource-specific filters to zoom in on a particular Team or its team members. | ||||||||||||||||||
Summary row | Total capacity, allocation, and remaining capacity of all resources in the current view. | |||||||||||||||||
Manage all unscheduled tasks easily from the sidebar (available from the 8.19 version of BigPicture).  | ||||||||||||||||||
To add an absence directly from the Resources module, right-click on the resource name and choose Add absence.  | ||||||||||||||||||
Redirect to the Administration > Resources > Individuals page | When you click on the resource name, you will be redirected to the Individuals page of that resource.  |
User can't edit task - reason displayed
When a task can't be edited, the reason is provided in the tooltip:
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Missing permissions:
- in
In integration (connected tool), Jira (a user doesn't have sufficient Jira permissions to edit tasks)
.
- in
In a box (a user is a viewer only - can't edit tasks).
- in
The box is closed or archived:
- the
The box you're in is closed/archived.
- you
You are in a portfolio box, but one of its children is closed/archived (the resources module of the portfolio aggregates tasks from all child boxes).
- the
- show
Show overall assignment - a task from a different box (overall assignment shows all tasks assigned to a resource. Tasks in the scope of the box you are in can be edited normally. Tasks assigned to the resource in other boxes can't be edited
).