Individuals

Owned by Anna Ciepłota
Last updated: Jul 16, 2024 by Magdalena Żaczek
5 min read

Contents:

Contents:

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

Feature

Description

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.

  1. Click Add new individual.

    image-20240702-082751.png

  2. Select a user from the drop-down menu.

  3. Choose the workload and holiday plans.

  4. Assign skills.

  5. When ready, click Add.

    image-20240702-083106.png

Assign individuals to workload plan

Assign multiple individuals to a workload plan.

  1. Expand the Assign to drop-down menu.

  2. Select the Workload plan option.

  3. Select the workload plan from the list.

  4. Define the Efficiency and Start date fields. The end date will be adjusted automatically.

  5. Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are useful when assigning multiple individuals.

  6. When ready, click Assign.

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.

  1. Expand the Assign to drop-down menu.

  2. Select the Holiday plan option.

  3. Select the holiday plan from the list.

  4. Define the start date. The end date will be adjusted automatically based on the start date of the previous plan.

  5. Select individuals from the list or use the search box to find them faster. The Select all and Deselect All options are valid when assigning multiple individuals.

  6. When ready, click Assign.

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.

 

Current skills

The currently available skills.

Archived resources / Restore archived resources

To check archived resources:

  1. Click the More actions … menu next to the ARCHIVED column.

  2. Select the ARCHIVED label.

You can restore an archived resource by clicking the Restore button next to the ARCHIVED label.

Archive resources

To archive a resource:

  1. Find a resource you want to archive.

  2. Click the Archive resource button.

  3. To confirm, click Archive.

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:

  1. Click the More actions … menu next to a selected column.

  2. Use the search box to find results faster.

Sort

You can sort the results based on column information. 

  1. Click the More actions … menu next to a selected column.

  2. Choose the sorting direction:

    1. A-Z

    2. Z-A