You can change the terminology and rename modules. To avoid confusion check the module icon which is unalterable.
The Resources module provides essential information to manage resources both at project and portfolio levels but also can 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 "Perfect match" feature will help you in leveling your resources by suggesting available assignees both at individual and team levels.
|Individual and Team view|
Switch between the Individual and Team views to show your resources as assigned users or teams.
Please note that assigning an individual user to a task is not equivalent of assigning this user's team to the same task and vice versa.
Use the '+' button to create new tasks.
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.|
The workload allocation can be expressed using the following source data of Time tracking fields:
The module distributes the workload evenly over the duration period.
You can choose the unit you want the capacity to be displayed in:
Show the tasks for each Resource / Teams
Show additional information for each reporting period:
|Task details pop-up|
View and inline-edit the details of assigned tasks shown that include:
Note that inline-editing of the values is possible for almost all of the above fields, excluding:
Search for the perfect match using the "Find perfect match" button (Assignee and Team).
Export requires BigTemplate app. Export your data to:
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.
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.|
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.|