Individuals
Individuals
This tab allows you to manage resources, add new ones, and edit all its resource-related data, such as workload and holiday plans.
Feature | Description |
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Add new individual | Add Jira users as resources and assign them to workload, holiday plans, or define skills. The list of resources is generated automatically when a box is created and shows all resources assigned to tasks in the scope of created boxes.
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Assign individuals to workload plan | Assign multiple individuals to a workload plan.
Workload plan efficiency If you want to simulate a non-human resource or use a single user to represent a team, you can use the efficiency multiplier. Alternatively, you can use it to reduce the capacity resulting from the workload plan by setting a value below 1. |
Assign individuals to holiday plan | Assign multiple individuals to a holiday plan.
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Link to resource detailed view | Detailed view 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 plan | A resource can be assigned to multiple workload plans, so the active plan is presented in this section. |
Current holiday plan | A resource can be assigned to multiple holiday plans, so the active plan is presented in this section. |
Current absence with the reason | The current absence period and the reason for the absence. Users can add their absences using their My settings page.
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Current skills | The currently available skills. |
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 resource, click on the column header menu to filter the list of available resources. You can also sort the list by alphabetical order and vice versa.
There are no limitations for resource entries
Currently, the list of resources has no number limitation. You can view and manage as many Jira entries as you want.
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.
Archived resources - impact on box modules
Archived resources are handled similarly to active ones—archived users can still be added to boxes and teams.
However, they will be marked as archived in:
Gantt module - Resources panel
Resources module
Teams module
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.
Board module
Filter and sort
Filter
You can filter the results based on column information:
Click the More actions … menu next to a selected column.
Use the search box to find results faster.
Sort
You can sort the results based on column information.
Click the More actions … menu next to a selected column.
Choose the sorting direction:
A-Z
Z-A