---
title: "Individuals."
canonical: "https://support.appfire.com/space/DLP/296981663/Individuals."
format: markdown
---
| **Contents:**<br>> Macro (toc) |
| --- |

## Individuals

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://5c7937cc-020c-4a47-9d10-c287a7540746) |
| 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/297832725) | <span style="color: #333333">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.</span><br>![image-20240702-083542.png](media://6f76109d-fd12-4a1b-b1cd-a91e1a93ca39) |
| Current [workload plan](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297700790) | A resource can be assigned to multiple workload plans, so the active plan is presented in this section.<br>![image-20240702-083747.png](media://281b32cf-f315-4458-81e4-8d1027edfd32) |
| Current [holiday plan](https://appfire.atlassian.net/wiki/spaces/DLP/pages/296850848) | A resource can be assigned to multiple holiday plans, so the active plan is presented in this section.<br>![image-20240702-083837.png](media://9fb4bfa7-aed9-4ff8-945b-3b38db9f37ff) |
| Current [absence with the reason](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297832725) | The current absence period and the reason for the absence. <span style="color: #172b4d">Users can </span>add their absences<span style="color: #172b4d"> using their </span><span style="color: #172b4d">[My settings](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297506749)</span><span style="color: #172b4d">** **</span><span style="color: #172b4d">page</span><span style="color: #172b4d">**.**</span><br>![image-20240702-084235.png](media://f41f0f96-860d-49e8-8bd5-fbb6d35638c9) |
| Current [skills](https://appfire.atlassian.net/wiki/spaces/DLP/pages/297603427) | The currently available skills.<br>![image-20240702-084631.png](media://b8ad7804-85dc-4ceb-8557-0c9ab713fce2) |
| 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://a5f428a6-72d4-4ac7-847a-31aa9e0deb10) |
| 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://4778dc86-0d95-45e8-a2a2-516cc7db8027) |

## Navigate the resource list

<span style="color: #505f79">To find a particular resource, click the column header menu to filter the list of available resources. You can also sort the list by alphabetical order and vice versa.</span>

![image-20240702-091932.png](media://5e4d4f0a-caf5-48f1-84aa-26d78513864f)

### <span style="color: #505f79">There are no limitations for resource entries</span>

<span style="color: #505f79">Currently, the list of resources has no number limitation. You can view and manage as many Jira entries as you want.</span>

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

## <span style="color: #003366">Archived resources - impact on box modules</span>

> 📝 - 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.
> 📝 
> 📝 ![archived-resource-failed-to-add-teams-module.jpg](media://2361cc03-4a63-44a8-9cc2-a9bc7c9a9b5b)
> 📝 
> 📝 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://a1945430-a779-48bf-81cd-a38d70891958)

#### Resources module

![image-20240702-093728.png](media://aa09a04e-5554-4b70-92ad-151ef9bed79f)

#### Teams module

> ℹ️ Archived users are advised to [close their membership period](https://appfire.atlassian.net/wiki/spaces/DLP/pages/296981350) in teams.

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

When the user is restored and they are not assigned to any team, their capacity is also restored. The teams’s 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://32d035ee-d3f5-4ef7-8645-dc8be0a5af1c)

#### Board module

![image2021-5-18_15-36-15.png](media://7f9fc5c0-33bb-4fb8-be75-af5a2a5dbdb9)

## 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://2d7dcd7a-1b5c-4cb6-a05c-ad1cf51b617e)

### 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://93e19815-9b51-4f92-a13a-fcefcd08e4c4)