Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Using different effort modes you can analyze resource consumption, currently utilized resources as well as the forecasted availability.

The "Find Perfect matchMatch" feature will help you in leveling your resources by suggesting available assignees both at individual and team levels.

...

Feature

Description

Individual and Team view

Switch between the Individual and Team views to show your resources as assigned users or teams.

With the "Tasks assigned to an individual are auto-assigned to their team" feature (switched on by default), a task is team auto-assigned if an individual belongs to only one team and has an active membership for the task duration.

Add tasks

Use the '+' button to create new tasks. 

Skill panel

Enable the skill panel to show the skill demand. Skills need to be specified at the user level (skill supply) and at the task level (skill demand).

Resource filters

Filter resources using the in-build resource filters. Depending on the current view - Individual or Teams.

Effort mode

The workload allocation can be expressed using the following source data of Time tracking fields:

  • Original estimate

  • Remaining estimate

  • Story points

The module distributes the workload evenly over the duration period.

You can choose the unit you want the capacity to be displayed in:

  • Hours (for Original and Remaining Estimate only)

  • Man-days (for Original and Remaining Estimate only)

  • Percent (for Original, Remaining Estimate and Story points)

  • Story points (for Story points only)

View options

Show the tasks for each Resource / Teams

  • Expand all rows

    • Collapse all rows

Show additional information for each reporting period:

  • Workload

  • Remaining capacity

  • Capacity

  • Values on heatmap

  • Tasks (When tasks are visible, you can click on a task and see a pop-up with Task details)

  • Warnings

Task details pop-up

View and inline edit the details of assigned tasks.

Search for the perfect match using the "Find perfect matchPerfect Match" button (Assignee and Team).

Enhance the process and assign tasks to a respective team by inline editing. 

Scale options

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 colours will be displayed, unless the weekly or monthly aggregation is selected.

Time period:

  • Week

  • Month

  • Quarter

  • Half-year

Aggregation

  • Daily

  • Weekly

  • Monthly

Navigation

Navigate through the calendar using the buttons.

Resource filters

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.

Unscheduled tasks panel

Manage all unscheduled tasks easily from the sidebar.

Add absence

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.

...