You can change the terminology and rename modules. To avoid confusion check the module icon which is unalterable.
The Resources module provides essential information to manage resources both at project and portfolio levels but can also give an insight into resource utilization during a sprint.
You can actually use this view to manage resources across the whole organization.
Using different effort modes you can analyze resource consumption, currently utilized resources as well as the forecasted availability.
The "Perfect match" 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. If you want tasks assigned to an individual to be automatically assigned to their team, enable the "Tasks assigned to an individual are auto-assigned to their team" option in the App Configuration > Modules > Resources tab. |
| Adding tasks (Resources module) | Use the '+' button to create new tasks. |
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: The module distributes the workload evenly over the duration period. You can choose the unit you want the capacity to be displayed in:
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| View options | Show the tasks for each Resource / Teams
Show additional information for each reporting period:
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| Task details pop-up | View and inline edit the details of assigned tasks. Search for the perfect match using the "Find perfect match" button (Assignee and Team).
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| Export (Resources module) | To unlock the export features, install the BigTemplate App from the Atlassian Marketplace.
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| 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:
Aggregation
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| Navigation | Navigate through the calendar using the buttons. |
| Quick filters | Add your favorite filters to the header and filter tasks from the resource grid. When the filter is applied the workload will be calculated solely based on the tasks which match the filter. |
| 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. |
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User can't edit task - reason displayed
When a task can't be edited, the reason is provided in the tooltip
- missing permissions
- in integration (connected tool) Jira (a user doesn't have sufficient Jira permissions to edit tasks)
- in a box (a user is a viewer only - can't edit tasks)
- The box is closed or archived
- the box you're in is closed/archived
- you are in a portfolio box but one of its children is closed/archived (the resources module of the portfolio aggregates tasks from all child boxes)
- show overall assignment - a task from a different box (overall assignment shows all tasks assigned to a resource. Tasks in the scope of the box you are in can be edited normally. Tasks assigned to the resource in other boxes can't be edited)