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Info

All Workload plans are listed in the Workload plans tab in BigPicture Administration.

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Workload Plans tab
Workload Plans tab
nameIMG - workload plans tab
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titleWho can access this screen?

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Interface and Navigation
Interface and Navigation
nameSECURITY - App admin
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Information

Description

Basic attributes

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Workload Plans tab
Workload Plans tab
nameMINI - WP details - Basic
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Identifying information:

  • name

  • code

  • code color

  • description (optional)

Max weekly workload

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Workload Plans tab
Workload Plans tab
nameMINI - WP details - Max weekly workload
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A workload plan cannot be saved when the limit is exceeded. It is possible to distribute less than the limit allows.

Note

The max weekly workload does NOT influence the resource capacity - capacity is impacted by the actual workload distribution (specified above the purple columns).

Workload distribution

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Workload Plans tab
Workload Plans tab
nameMINI - WP details - Workload distribution
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Worklad distribution is marked in purple and specified above the calendar columns - it is the basis for daily capacity calculation.

Set the number of hours to zero to signify a non-working day.

Weekly workload total is visible in the top left corner of the calendar panel (sum of all days of the week).

Limitations

The weekly workload total cannot exceed the max weekly workload limit of the plan.

Affects

  • capacity calculation

  • team capacity calculation

  • non-working days

Default status

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Workload Plans tab
Workload Plans tab
nameMINI - WP details - Default
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Code name of the plan = DEFAULT

The default workload plan is automatically assigned to all new resources added to BigPicture.

Affects

  • When you delete a workload plan, affected resources are assigned to the default workload plan instead.

Limitations

  • You cannot delete the default workload plan (you can only edit it).

  • You cannot assign the default status to a different workload plan.

  • You cannot change the code name of a default holiday plan.

Manage workload plans

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Screen

Description

Resource details page

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Individuals tab
Individuals tab
nameIMG - MINI - Resource details (top)
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List of all workload plans assigned to a user

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titleHow to get to this screen?

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Individuals tab
Individuals tab
nameGO TO - resource details page
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Individuals tab
Individuals tab
nameAA - workload plans (resource details)
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Workload plan detials page

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Workload Plans tab
Workload Plans tab
nameIMG - MINI - Assigned resources
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List of all users assigned to a workload plan

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titleHow to get to this screen?

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Workload Plans tab
Workload Plans tab
nameGO TO - Assigned resources
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Workload Plans tab
Workload Plans tab
nameAA - workload plans (workload plan assignments)
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Individuals tab

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Individuals tab
Individuals tab
nameIMG - MINI - Individuals tab
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List of users and their current information (read-only)

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titleHow to get to this screen?

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Individuals tab
Individuals tab
nameGO TO - Individuals tab
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titleEdit
Info

Workload plan assignments can be modified only on a resource details page.

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Workload Plans Individuals tabWorkload Plans
Individuals tab
nameSTEPS - EDIT workload plan assignment
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titleDelete
Info

When all workload plans are removed from a resource their capacity is zero.

Delete users from a plan

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Workload Plans tab
Workload Plans tab
nameSTEPS - DELETE users from a plan
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Delete plans from users

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Workload Plans tab
Workload Plans tab
nameSTEPS - DELETE plans from users
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