Resources module

You can change the terminology and rename modules. To avoid confusion, check the module icon, which is unalterable.

The Resources module provides essential information for managing resources at project and portfolio levels and can also provide insight into resource utilization during a sprint.

You can use this view to manage resources across the whole organization.

You can analyze resource consumption, currently utilized resources, and forecasted availability using different effort modes.

The Find the perfect match feature will help you allocate resources more effectively by suggesting available assignees at the individual and team levels.

Available swimlanes

Organize data into the following swimlanes:

Swimlane	Result

Swimlane	Result
Individuals	People assigned to tasks (assignee)
Teams	BigPicture teams (go to the teams module to review the teams).
Projects new	Sub-boxes (for a project box that would be lower-level boxes, such as Program Increments, Iterations, Stages, Sprints etc.; for a portfolio box those would be project boxes in a portfolio)
Skills New	BigPicture skills assigned to tasks

Feature	Description

Feature	Description
Individual and team views	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. From the 8.19 version of BigPicture, the option is switched ON by default for all new instances.
Add tasks	Use the Add task + button to create new tasks.
Skill panel	Enable the skill panel to show the skill demand. Skills need to be specified at the user level (skill supply) and the task level (skill demand).
Resource filters	Filter resources using the in-build resource filters. Depending on the current view (individual or team view).
Effort mode	The workload allocation can be expressed using the following source data of Time tracking fields: Original estimate Remaining estimate Story points The module distributes the workload evenly over the duration period. You can choose the unit you want the capacity to be displayed in: Hours (for Original and Remaining Estimate only) Man-days (for Original and Remaining Estimate only) Percent (for Original, Remaining Estimate, and Story points) Story points (for Story points only)
View options	Show the tasks for each resource or team Expand all rows Collapse all rows Show additional information for each reporting period: Allocation Remaining capacity Capacity Values on heatmap Tasks (when tasks are visible, you can click on a task and see a pop-up with the task details) Timeboxes (and representations of timebox aggregation periods when timeboxes haven't been created for a given period) Show overall assignment Warnings
Task details pop-up	View and inline edit the details of assigned tasks. Search for the perfect match using the Find the perfect match button (assignee and team). Enhance the process and assign tasks to a respective team by inline editing.
Export	To unlock the export features, install the BigTemplate App from the Atlassian Marketplace. XML PDF image
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 colors are displayed unless the weekly or monthly aggregation is selected. Time period: Week Month Quarter Half-year Year new resources module Aggregation Daily Weekly Monthly Quarterly new resources module Yearly new resources module By timeboxes Check the new resources module for the additional features.
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.
Unscheduled tasks panel	Manage all unscheduled tasks easily from the sidebar (available from the 8.19 version of BigPicture).
Add absence	To add an absence directly from the Resources module, right-click on the resource name and choose Add absence.
Redirect to the Administration > Resources > Individuals page	When you click on the resource name, you will be redirected to the Individuals page of that resource.

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.