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Table of contents
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Individuals
This tab allows you to manage the currently existing Resources of a particular Program, add new ones, and edit all its resource-related data, such as Workload and Holiday plans.
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Add resources | Add Jira users as resources and assign them to Workload, Holiday Plans, or define Skills. The list of resources is generated automatically when a Program is created and shows all resources |
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assigned to tasks in the scope of created Programs. |
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Link to resource detailed view | Detailed view of |
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all Skills / Workload Plans / Holiday Plans / Absences of a selected resource. Use this view to modify the plans and their start/end dates. |
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Current Workload Plan | The Resource can be assigned to multiple Workload Plans, so |
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the active plan is presented in this section. |
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Current Holiday Plan | The Resource can be assigned to multiple Holiday Plans, so |
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the active plan is presented in this section. |
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Current absence with the reason | The current absence period with the absence reason. Users |
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can add their |
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absences |
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using their "My settings" page. |
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Current Skill | The currently available skills. |
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Archive Resource | Archiving resources makes it easier for you to know |
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a resource's status |
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Navigating the Resource List
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To find a particular Resource, click on the column header menu to filter the list of available Resources. You can also sort the list by alphabetical order and
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vice versa.
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There are no limitations for Resource entries
Currently, the list of resources has no number limitation. You can view and manage as many Jira entries as you want.
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If you face any performance issues while loading |
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more significant numbers of resources on the list, e.g., 10 000 or more, please contact our Support Team. |
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Archiving Resources
On the Resource Manager screen, archived resources are hidden by default. Click on the "Archived" column menu and select the "Archived" option to show/hide archived resources.
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Archive
App Admin
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can manually archive
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selected individual resources on the Resource Manager page using the "Archive resource" button on the right.
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Restore
Archived resources can
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be manually unarchived (restored).
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Impact on Box modules
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Archiving resources doesn't have a functional impact. Archiving resources |
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make it easier for you to know |
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the status of a resource, but it won't prevent you from planning their work. |
Archived resources are handled
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the same way as active ones - archived users can still be added to Boxes and teams. You can assign them tasks, and their workload and capacity will be calculated
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typically when you assign them tasks.
However, they will be marked as archived in:
Gantt module - Resources panel
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Resources module
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Teams module
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For archived users, it is advised to close their membership period in teams. |
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Board module
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Filtering and Sorting
Filtering
You can filter the results based on column information.
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Sorting
You can sort the results based on column information.
Table of contents
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