Resources Module

The Resources module provides essential information to manage resources both at project and portfolio levels but can also give an insight into resource utilization during a sprint.

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

Using different effort modes you can analyze resource consumption, currently utilized resources as well as the forecasted availability.

The "Find Perfect Match" feature will help you in leveling your resources by suggesting available assignees both at individual and team levels.

Feature	Description

Feature	Description
Individual and Team view	Switch between the Individual and Team views to show your resources as assigned users or teams. With the "Tasks assigned to an individual are auto-assigned to their team" feature (switched on by default), a task is team auto-assigned if an individual belongs to only one team and has an active membership for the task duration.
Add tasks	Use the '+' 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 at the task level (skill demand).
Resource filters	Filter resources using the in-build resource filters. Depending on the current view - Individual or Teams.
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 / Teams Expand all rows Collapse all rows Show additional information for each reporting period: Workload Remaining capacity Capacity Values on heatmap Tasks (When tasks are visible, you can click on a task and see a pop-up with Task details) Warnings
Task details pop-up	View and inline edit the details of assigned tasks. Search for the perfect match using the "Find Perfect Match" button (Assignee and Team). Enhance the process and assign tasks to a respective team by inline editing.
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 colours will be displayed, unless the weekly or monthly aggregation is selected. Time period: Week Month Quarter Half-year Aggregation Daily Weekly Monthly
Navigation	Navigate through the calendar using the buttons.
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.
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 cannot edit task - reason displayed

When a task can't be edited, the reason is provided in the tooltip:

missing permissions
- in integration (connected tool)
- 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)