Workload plans.

Introduction

A workload plan is a calendar used to reflect specific working hours of an individual resource. It is the basis for individual and team capacity calculation. It determines the users' daily, weekly, and monthly capacity, calculated by the Resources and Board modules.

A resource can be assigned to multiple workload plans, for example, a different plan for the summer season and a different one for the winter.

You can assign workload plans to multiple individuals on the following pages:

BigPicture Administration > Resources > Individuals
BigPicture Administration > Resources > Workload plans

On the Workload plans page, you can see a list of available workload plans. Information is displayed in three columns:

Name
Code
Description

Security and access

Only a person with the App admin security role or App Resource Admin can access this page. To create workload plans, go to Administration > Resources > Workload plans.

Assign individuals to workload plans

Workload plans can't overlap. You can assign multiple consecutive workload plans to a resource, but they can never overlap. Only one workload plan is applicable at any given moment.

On the Workload plan page

Method 1

Click the Details button of a workload plan (either by clicking on its name or by clicking the Details button).
Click on the Assigned resources button.
In the pop-up, complete the User, Efficiency, and Start date fields.
When ready, click the plus + button.
Click Assign to confirm.
The resource will appear on the list.

When you click on the name of a resource, you will be taken to the Administration > Resources > Individuals page of that resource. You can view the details of the workload plan assignment on the resource's timeline.

Method 2 (assign multiple individuals at once)

Assign multiple individuals to a workload plan.

Click Assign individuals on the Administration > Resources > Workload plans page.
Select the workload plan from the list.
Define the Efficiency and Start date fields. The end date will be adjusted automatically.
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.
When ready, click Assign.

On a resource's page (using individuals)

Method 1 (manage resource-specific information)

Go to Administration > Resources > Individuals.
Find a resource on the list.
Click on the name of that resource.
Manage workload plans directly on the resource’s page.

Method 2 (assign multiple individuals at once)

Go to Administration > Resources > Individuals.
Click Assign to > Workload plan.
Complete the required fields.

Create workload plans

Click the Add new plan button.
Provide:

Name
Code
Description (optional field)

A newly created plan is not assigned to any resources.

To specify Workload plan information, go to a workload plan’s "Details" page.

Details of a workload plan

To access Workload Plan details, click the name of the plan or the "Details" button:

The following options are available on a page of each Workload Plan:

Feature	Description

Feature	Description
Section on the Left:
Name	Workload Plan name.
Code	Workload Plan code.
Description	Optional description field.
Max weekly workload	Set a weekly workload limit.
Section on the right:
Save	Save changes.
Delete	Remove a Workload Plan.
Weekly workload total	Displays a sum of distributed weekly hours.
Workload distribution	Workload hours are marked in purple on the weekly calendar. The sum of daily working hours results in the weekly workload total.
Assigned resources	View and manage the list of resources assigned to a Workload Plan.

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