---
title: "Individuals"
canonical: "https://support.appfire.com/space/DLP/2211582789/Individuals"
format: markdown
---
> Macro (aura-html)

This tab allows you to manage resources, add new ones, and edit all its resource-related data, such as workload and holiday plans.

| **Feature** | **Description** |
| --- | --- |
| Add new individual | Add Jira users as resources and assign them to workload, holiday plans, or define skills. The list of resources is generated automatically when a box is created and shows all resources assigned to tasks in the scope of created boxes.<br>1. Click **Add new individual**.
2. Select a user from the drop-down menu.
3. Choose the **workload **and **holiday plans**.
4. Assign skills.
5. When ready, click **Add**. |
| Assign individuals to workload plan | Assign multiple individuals to a workload plan.<br>1. Expand the **Assign to** drop-down menu.
2. Select the **Workload plan **option.
3. Select the **workload plan** from the list.
4. Define the **Efficiency** and **Start date** fields. The end date will be adjusted automatically.
5. 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.
6. When ready, click **Assign**.<br>> ℹ️ **Workload plan efficiency**
> ℹ️ 
> ℹ️ 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.<br>![image-20240702-124005.png](media://921b4602-0d87-4055-be59-b57ea9126a3f) |
| Assign individuals to holiday plan | Assign multiple individuals to a holiday plan.<br>1. Expand the **Assign to** drop-down menu.
2. Select the **Holiday plan **option.
3. Select the **holiday plan** from the list.
4. Define the **start date**. The end date will be adjusted automatically based on the start date of the previous plan.
5. Select **individuals** from the list or use the **search box** to find them faster. The **Select all** and **Deselect All** options are valid when assigning multiple individuals.
6. When ready, click **Assign**. |
| Link to [resource detailed view](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211582789) | Detailed view of a selected resource's skills, absences, workload, and holiday plans. Use this view to modify the plans and their start or end dates.<br>![image-20240702-083542.png](media://063c3784-4940-4be7-8445-ab9b03e55f29) |
| Current [workload plan](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211746590) | A resource can be assigned to multiple workload plans, so the active plan is presented in this section.<br>![image-20240702-083747.png](media://a3f79005-9703-4229-94a6-768e83ddf9ab) |
| Current [holiday plan](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211125833) | A resource can be assigned to multiple holiday plans, so the active plan is presented in this section.<br>![image-20240702-083837.png](media://ff8a4c1e-e699-4f66-8991-48962872b482) |
| Current [absence with the reason](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211971633) | The current absence period and the reason for the absence. Users can add their absences using their [My settings](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211186725)** **page**.**<br>![image-20240702-084235.png](media://6e7ea9d2-3d45-4e24-bd31-df8b7a209a01) |
| Current [skills](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212529367) | The currently available skills.<br>![image-20240702-084631.png](media://98d9da2a-5506-46ce-b325-4d92437e2075) |
| Archived resources / Restore archived resources | To check archived resources:<br>1. Click the **More actions …** menu next to the **ARCHIVED** column.
2. Select the **ARCHIVED** label.<br>You can restore an archived resource by clicking the **Restore** button next to the ARCHIVED label.<br>![image-20240702-085024.png](media://6dca92c4-584f-4e56-b4a1-871a2908deef) |
| Archive resources | To archive a resource:<br>1. Find a resource you want to archive.
2. Click the **Archive resource** button.
3. To confirm, click **Archive**.<br>> 📝 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.<br>![image-20240702-085453.png](media://fb45aa8d-bd0e-47ca-bf08-2128938de130) |

## Navigate the resource list

To find a particular resource, click on the column header menu to filter the list of available resources. You can also sort the list by alphabetical order and vice versa.

![image-20240702-091932.png](media://fa9296c3-9795-4e62-8462-be72c5f2e54e)

### There are no limitations for resource entries

Currently, the list of resources has no number limitation. You can view and manage as many Jira entries as you want.

> ℹ️ If you face any performance issues while loading more significant numbers of resources on the list, e.g., 10,000 or more, please contact our [Support](https://appfire.atlassian.net/servicedesk/customer/portal/11) team.

## Archived resources - impact on box modules

> 📝 - Archived resources cannot be added to BigPicture teams. If you try to add an archived resource to a team, an error in the Teams module appears.
> 📝 
> 📝 ![A message that appears when a user tried to add an archived resource to a team.](media://e543c3bb-fd52-4624-9c8b-80d605889381)
> 📝 
> 📝 Restore the archived individual first to add them to the team.
> 📝 
> 📝 - When the resource is archived, its capacity becomes 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.

Archived resources are marked as **Archived** in the following modules:

#### Gantt module - Resources panel

![image-20240702-093006.png](media://5f23dc02-d6e6-4a54-8031-de996eb65b77)

#### Resources module

![image-20240702-093728.png](media://0afd6062-2e45-4c57-8bc0-e0d0ba4cec92)

#### Teams module

> ℹ️ Archived users are advised to [close their membership period](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211191038) in teams.

Upon archiving a user, the user's availability in the team is changed to *Unavailable*. 

Upon restoration, the user's capacity is restored if the user is not assigned to any team. Teams availability remains *Unavailable*, and you can set it manually in the Teams module.

The **Show archived Resources** checkbox is checked by default.

![teams-archived-resource.png](media://9cefd609-cbff-4178-bc24-6170d099e949)

#### Board module

![image2021-5-18_15-36-15.png](media://e7a010f0-29b2-47a9-abb5-f2ffab639ee7)

## Filter and sort 

### Filter

You can filter the results based on column information:

1. Click the **More actions …** menu next to a selected column.
2. Use the search box to find results faster.

![image-20240702-094106.png](media://7829f663-6032-401f-a107-c64857c2c75d)

### Sort

You can sort the results based on column information. 

1. Click the **More actions …** menu next to a selected column.
2. Choose the sorting direction:
  1. A-Z
  2. Z-A

![image-20240702-094429.png](media://55b1e3e3-b937-489f-83c4-8c2a77c4ec79)