---
title: "Individuals"
canonical: "https://support.appfire.com/space/SPM/1918700744/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://ca690c9b-ecba-4aaa-9c13-1e3cbb08dc89) |
| 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/SPM/pages/1918700744) | 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://f2287517-ebcd-46f4-bd83-05b965706316) |
| Current [workload plan](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918506352) | A resource can be assigned to multiple workload plans, so the active plan is presented in this section.<br>![image-20240702-083747.png](media://83f9d05e-f22a-46dd-8ae8-f38c080bcbdd) |
| Current [holiday plan](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918505164) | A resource can be assigned to multiple holiday plans, so the active plan is presented in this section.<br>![image-20240702-083837.png](media://afe96c91-05a9-458b-9c61-46f1e8ca45e9) |
| Current [absence with the reason](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918764834) | 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/SPM/pages/1918633316)** **page**.**<br>![image-20240702-084235.png](media://f626be5e-1f8c-494c-a67a-7c5fa52ab852) |
| Current [skills](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918636059) | The currently available skills.<br>![image-20240702-084631.png](media://d14e8fa7-e798-4dec-b1a1-b125e740d740) |
| 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://baceb320-3ae4-4d6d-b998-0734f69244ea) |
| 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://f7487b0c-d604-44e8-8ee8-c7fc82a91362) |

## 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://1b04dc42-3cb2-4c5a-9bb9-470d25cefed8)

### 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://fd54ef8c-afd0-4749-9916-dae82908d623)
> 📝 
> 📝 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://6f336111-8fbd-4273-a96d-2a23f9c2d685)

#### Resources module

![image-20240702-093728.png](media://6f01d98f-6844-4f7f-80d8-9ccfa4c2feec)

#### Teams module

> ℹ️ Archived users are advised to [close their membership period](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918539185) 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://001e132b-de50-4af6-bd99-fd63dd0e9be8)

#### Board module

![image2021-5-18_15-36-15.png](media://91fb492f-c6e0-4ede-aa26-54f9edcb0f35)

## 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://ca17989d-6c35-4e2b-8a2d-d6b7dd28ebec)

### 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://38973e58-92fa-405b-95c6-614ca3950107)