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Contents:
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Individuals
This tab allows you to manage the currently existing Resources of a particular Programresources, add new ones, and edit all its resource-related data, such as Workload workload and Holiday holiday plans.
Feature | Description | ||
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Add resourcesnew individual | Add Jira users as resources and assign them to Workloadworkload, Holiday Plansholiday plans, or define Skillsskills. The list of resources is generated automatically when a Program box is created and shows all resources assigned to tasks in the scope of created Programs.  boxes.
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Assign individuals to workload plan | Assign multiple individuals to a workload plan.
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Assign individuals to holiday plan | Assign multiple individuals to a holiday plan.
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Link to resource detailed view | Detailed view of all Skills / Workload Plans / Holiday Plans / Absences of a selected resource's skills, absences, workload, and holiday plans. Use this view to modify the plans and their start /or end dates.   | ||
Current Workload PlanThe Resource workload plan | A resource can be assigned to multiple Workload Plansworkload plans, so the active plan is presented in this section.   | ||
Current Holiday PlanThe Resource holiday plan | A resource can be assigned to multiple Holiday Plansholiday plans, so the active plan is presented in this section.   | ||
Current absence with the reason | The current absence period with and the reason for the absence reason. Users can add their absences using their "My settings"page.   | ||
The currently available skills.  | |||
Archive Resource | Archiving resources makes it easier for you to know a resource's status.  |
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Archived resources / Restore archived resources | To check archived resources:
You can restore an archived resource by clicking the Restore button next to the ARCHIVED label.  |
Archive resources | To archive a resource:
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.  |
Navigate the resource list
To find a particular Resourceresource, click on the column header menu to filter the list of available Resourcesresources. You can also sort the list by alphabetical order and vice versa.
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There are no limitations for
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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 more significant numbers of resources on the list, e.g., 10,000 or more, please contact our Support Team 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 can manually archive selected individual resources on the Resource Manager page using the "Archive resource" button on the right.
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Restore
Archived resources can 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 make it easier for you to know the status of a resource, but it won't prevent you from planning their work. |
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Archived resources - impact on box modules
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.
Archived resources are handled similarly to active ones—archived users can still be added to Boxes boxes and teams. You can assign them tasks, and their workload and capacity will be calculated typically when you assign them tasks.
However, they will be marked as archived in:
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Resources module
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Teams module
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For archived users, it is Archived users are advised to close their membership period in teams. |
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Upon archiving a user, the user's availability in the team is changed to Unavailable.
Upon restoration, the user's capacity is restored if the user is not assigned to any team. Teams availability remains Unavailable, and you can set it manually in the Teams module.
The Show archived Resources checkbox is checked by default.
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Board module
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Filter and
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sort
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Filter
You can filter the results based on column information.
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Click the More actions … menu next to a selected column.
Use the search box to find results faster.
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Sort
You can sort the results based on column information.
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Click the More actions … menu next to a selected column.
Choose the sorting direction:
A-Z
Z-A
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