Individuals tab (Administration)

Individuals tab

Who can access this screen?

How to get to this screen?

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Introduction

This tab allows you to manage the currently existing Resources, add new ones, and edit resource-related data, such as Workload plans, Holiday plans, Absences, and Skills.

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

Additional screens

Click on a resource name to open the Resource details screen. Use the ‘search’ function to easily find a resource on the list. To access column filters click on the icon next to the column name.

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

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 detials	Currently applicable: Workload Plan Holiday Plan Absences
Skills	Currently active skills of a user.
Resource management	BigPicture status column: empty → active user 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

Archiving doesn’t restrict available actions. BigPicture treats resources normally, but they are marked as archived.

Resource page

Who can access this screen?

How to get to this screen?

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Introduction

On the resource page, you can:

make changes that impact the resource capacity (assign and remove):
- Workload plans
- Holiday plans
- Absences
assign/unassign skills
get an overview of a user’s overall assignment to BigPicture teams

Content

The following information can be viewed and modified on a resource page:

Information	Editable on the resource page
Timeline	All items assigned to resources are time sensitive.
Teams	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. Error rendering macro 'excerpt-include' : No location was provided.
Absences	available actions: add new edit delete 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