Individuals tab
- Anna Ciepłota
- Magdalena Szpunar
Introduction
This tab allows you to manage existing resources, add new ones, and edit resource-related data, such as workload plans, holiday plans, absences, and skills.
The table in the Individuals tab contains current information (applicable today).
Additional screens
Make changes that impact the resource capacity (assign and remove):
Workload plans
Holiday plans
Absences
Assign/unassign skills
Get an overview of a user’s overall assignment to BigPicture teams
Content
The table in the Individuals tab displays currently applicable items (state on the day when you open the screen). To see the past and future assignments, click on a resource name to go to the resource details page.
Functionality | Additional details |
|---|---|
Basic user details | Based on the monday.com data:
|
Working and non-working days details | Currently applicable:
|
Skills | Currently active skills of a user. |
Resource management | BigPicture status column:
Note: This is NOT the status of a user in monday.com. |
Archive/Restore resource | App Admin can manually archive selected individual resources using the Archive resource button on the right. Upon archiving, the resource's capacity is reset to zero, and the team's availability is marked as Unavailable starting from the archive date. While you have the flexibility to restore the resource at any time, it's important to note that the team's availability needs to be reset manually. Archived resources are handled in a similar way as active ones—archived users can still be added to Boxes and teams. |
Actions
On the Administration > Resources > Individuals page, you can perform the following actions:
Add new individuals
Archive resources
Restore archived resources
Assign individuals to workload plans
Assign individuals to holiday plans
Add new individuals
To add new individuals:
Click the Add new individual button.
Select a user from the drop-down menu.
Choose the workload and holiday plans.
Assign skills.
When ready, click Add.
Archive and restore archived resources
To archive a resource:
Find a resource you want to archive.
Click the Archive resource button.
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.
To check archived resources:
Click the More actions … menu next to the ARCHIVED column.
Select the ARCHIVED label.
To restore an archived resource:
Click the Restore button next to the ARCHIVED label.
To confirm, click Restore.
Assign individuals to workload plans
Assign multiple individuals to a workload plan.
Expand the Assign to drop-down menu.
Select the Workload plan option.
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.
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 plans
Assign multiple individuals to a holiday plan.
Expand the Assign to drop-down menu.
Select the Holiday plan option.
Select the holiday plan from the list.
Define the start date. The end date will be adjusted automatically based on the start date of the previous plan.
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.
Resource page
Introduction
On the resource page, you can:
Make changes that impact the resource capacity (assign and remove):
Workload plans
Holiday plans
Absences
Assign/unassign skills
Get an overview of a user’s overall assignment to BigPicture teams
Item | Available Actions |
|---|---|
read-only |
Content
The following information can be viewed and modified on a resource page:
Information | Editable on the resource page |
|---|---|
Timeline | All items assigned to resources are time sensitive. |
Teams | Read-only On the resource page, you can view the past and current team assignment across all boxes. BigPicture teams have to be edited in Box configuration - go to a box in which a team has been created to make changes.
|
Absences | Available actions:
On the resouce page you can see past, present and future entries. The entries can be added, edited, and removed directly on the resource page. |
Skills | |
Holiday Plans | |
Workload Plans |