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Individuals tab (Administration)

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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 menu icon three dots.png 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

(error) 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.

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Absences

(tick) 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

Actions - skills

Skills apply in a selected timeframe.

Add

  1. Click Add new

  2. Fill in the form:

    1. Select a skill from a list

    2. Provide start date

    3. Provide end date (optional)

  3. Click Save

skill of a person (Add).mov

Edit

  1. Click the Edit icon

  2. Make changes

  3. Click Save

skill of a person (Edit).mov

Delete

  1. Click the Delete icon

  2. Click Delete to confirm

skill of a preson (Remove).mov

Actions - Workload Plans

Add

  1. Click the Add new button

  2. Fill out the form:

    1. Select a workload plan from a list

    2. Efficiency

    3. Provide the start date

  3. Click Add

workload plan of a person (Add).mov

Edit

Delete

Actions - Holiday Plans

Add

Edit

Delete

View adjustment

Past

Present

Future

Highlight

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