Page Comparison

Individuals tab

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name	IMG - Individuals tab (full)

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	Interface and Navigation
	Interface and Navigation
name	SECURITY -

Administration - Resources

App admin + App Resource Admin
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trueBigPicture Administration > Resources > Individuals.

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Individuals tab

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GO TO - Individuals tab (Administration)

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Introduction

This tab allows you to manage the currently existing Resourcesresources, add new ones, and edit resource-related data, such as Workload workload plans, Holiday holiday plans, Absencesabsences, and Skillsskills.

The table in the Individuals tab contains current information (applicable today).

Info

Additional screens

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name	NAV - Individuals tab - Resource details
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make Make changes that impact the resource capacity (assign and remove):
- Workload plans
- Holiday plans
- Absences
assignAssign/unassign skills
get Get an overview of a user’s overall assignment to BigPicture teams

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 resource details page.

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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 detialsdetails	Currently applicable: Workload Plan Holiday Plan Absences
Skills	Currently active skills of a user.
Resource management	BigPicture status column: empty Empty → active user archived Archived label → archived user 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

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Archive/Restore resource

App Admin can manually archive selected individual resources using the Archive resource button on the right.

Upon archiving, the resource's capacity is reset to zero, and the team's availability is marked as Unavailable starting from the archive date. While you have the flexibility to restore the resource at any time, it's important to note that the team's availability needs to be reset manually.

Archived resources are handled in a similar way as active ones—archived users can still be added to Boxes and teams.

Actions

On the Administration > Resources > Individuals page, you can perform the following actions:

Add new individuals
Archive resources
Restore archived resources
Assign individuals to workload plans
Assign individuals to holiday plans

Add new individuals

To add new individuals:

Click the Add new individual button.
Select a user from the drop-down menu.
Choose the workload and holiday plans.
Assign skills.
When ready, click Add.
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Archive and restore archived resources

To archive a resource:

Find a resource you want to archive.
Click the Archive resource button.
To confirm, click Archive.

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After archiving, the resource's capacity will be zero, and the team’s availability will be set as Unavailable from the archive date. You can restore it anytime, but team availability must be manually adjusted.

To check archived resources:

Click the More actions … menu next to the ARCHIVED column.
Select the ARCHIVED label.

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To restore an archived resource:

Click the Restore button next to the ARCHIVED label.
To confirm, click Restore.

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Assign individuals to workload plans

Assign multiple individuals to a workload plan.

Expand the Assign to drop-down menu.
Select the Workload plan option.
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Select the workload plan from the list.
Define the Efficiency and Start date fields. The end date will be adjusted automatically.
Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are useful when assigning multiple individuals.
When ready, click Assign.

Info

Workload plan efficiency

If you want to simulate a non-human resource or use a single user to represent a team, you can use the efficiency multiplier. Alternatively, you can use it to reduce the capacity resulting from the workload plan by setting a value below 1.

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Assign individuals to holiday plans

Assign multiple individuals to a holiday plan.

Expand the Assign to drop-down menu.
Select the Holiday plan option.
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Select the holiday plan from the list.
Define the start date. The end date will be adjusted automatically based on the start date of the previous plan.
Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are useful when assigning multiple individuals.
When ready, click Assign.
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Resource page

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	Interface and Navigation
	Interface and Navigation
name	SECURITY -

Administration - Resources

App admin + App Resource Admin
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	Individuals tab
	Individuals tab
name	GO TO - Resource's page (Administration) Individuals tab
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Introduction

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name	ABOUT - Resource page

On the resource page, you can:

make Make changes that impact the resource capacity (assign and remove):
- Workload plans
- Holiday plans
- Absences
assignAssign/unassign skills
get 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
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Holiday plans

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	Individuals tab
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Skills

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	Individuals tab
	Individuals tab
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Teams

read-only

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
Timeline	All items assigned to resources are time sensitive.
Teams	read 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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Individuals tab	Individuals tab	IMG - FOCUS - Resource page (Teams - created in)
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Absences	available Available actions: add Add new editEdit deleteDelete 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.

Add

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(resource details)

Available actions:

Add - skill assignment
Edit - skill assignment
Delete - skill assignment

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name	STEPS - ADD skill asignment

Click Add new
Fill in the form:
1. Select a skill from a list
2. Provide start date
3. Provide end date (optional)
Click Save

skill of a person (Add).mov

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Click the Edit icon
Make changes
Click Save

skill of a person (Edit).mov

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Actions - Workload Plans

Add

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DELETE skill assignment

Click the Delete icon
Click Delete to confirm

skill of a preson (Remove).mov

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name	AA - workload plans (resource details)

Available actions:

Add - workload plan assignment
Edit - workload plan assignment
Delete - workload plan assignment

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assignment

Click

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Add new

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Fill out the form:

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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
Click Add.

ADD workload plan

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to a user.mov

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workload plan assignment

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Click the Edit icon
Modify assignment details
Click Save

EDIT workload plan assignment.mov

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DELETE workload plan assignment

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Actions - Holiday Plans

Add

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Click the Delete icon
Click Delete

DELETE workload plan from a user.mov

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name	AA - holiday plans (resource details)

Available actions:

Add - holiday plan assignment
Edit - holiday plan assignment
Delete - holiday plan assignment

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Edit

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assignment

Click Add new
Provide assignment details
1. name - select from a dropdown
2. start date - select from a date picker
Click Add

ADD - holiday plan assignment.mov

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Delete

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Click the Edit icon
Modify assignment details
Click Save

EDIT - holiday plan assignment.mov

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DELETE holiday plan assignment

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View adjustment

Past

Present

Future

Highlight

Click the Delete icon
Click Delete

DELETE - holiday plan assignment.mov

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name	GO TO - Individuals tab (Administration)

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name	GO TO - VID - Resource 's details page (Administration)

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Use the ‘search’ function to locate a resource on the list.

Go to (Resource page).mp4

Individuals tab (WP assignment to users)

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Versions Compared

Old Version 3

New Version Current

Key

Individuals tab

Introduction

Content

Resource management

Default resources

Add resources

Remove resources

Archive resources

Actions

Add new individuals

Archive and restore archived resources

Assign individuals to workload plans

Assign individuals to holiday plans

Resource page

Introduction

Content

Add

Actions - Workload Plans

Add

Actions - Holiday Plans

Add

Edit

Delete

View adjustment