---
title: "BigPicture Resource Management: Visibility, Capacity, and Workflow Support"
canonical: "https://support.appfire.com/space/SUPPORT/3490251091/BigPicture%20Resource%20Management%3A%20Visibility%2C%20Capacity%2C%20and%20Workflow%20Support"
format: markdown
---
This article helps support agents handle customer tickets asking whether BigPicture supports resource availability visibility, dashboard-style views, onboarding decisions, release visibility, or related “resource manager journey” questions.

> ℹ️ **Use this article when:** The customer asks if BigPicture can show available resources, capacity, current assignments, resource skills, dashboard views, or whether there is documentation, demo material, or a walkthrough covering these use cases.

# Issue Summary

Customers may ask for confirmation that BigPicture supports resource planning scenarios such as:

- Viewing available resources and their capacity
- Checking which projects or Boxes resources are currently assigned to
- Assessing availability before assigning a resource to a new project
- Reviewing allocations before releasing a resource
- Understanding whether there is a dashboard, documentation, or video walkthrough for these workflows
- Understanding how skills work for individual resources and teams

In the source case, the customer was evaluating the product and wanted to confirm whether these capabilities existed and whether any documentation or Loom recording was available.

# Short Answer for Support

> ✅ **Yes** — BigPicture supports these scenarios primarily through the **Resources module**, which provides visibility into resource capacity, workload, and assignments across Boxes and projects.

Important nuance: there is **no single dedicated “journey map” artifact** for Resource Manager workflows, and there may not be one dedicated Loom video for the exact end-to-end scenario. Instead, agents should direct customers to the Resources module documentation, relevant skill documentation, demo environment, webinars, and optionally a complimentary implementation session.

# How to Respond

1. **Acknowledge the use case**
  Confirm that the requested workflow is a valid resource management scenario in BigPicture.
2. **Point to the correct feature area**
  Explain that these needs are covered mainly in the **Resources module**, not by a single separate “resource journey map” feature.
3. **Answer each question directly**
  Map the customer’s asks to product capabilities: availability, workload, current assignments, release visibility, skill assignment, and dashboard-like views.
4. **Clarify terminology when needed**
  If the customer mixes up the **Resources panel** and the **Resources module**, clarify that they are not the same and share the documentation link explaining the difference.
5. **Offer supporting materials**
  Share documentation, demo instance, webinars, and the Product Implementation team booking link.
6. **Invite follow-up questions**
  If the customer is evaluating fit for a specific workflow, offer to confirm whether their exact process can be modeled in the app.

# Approved Support Guidance

## Capability Mapping

| Customer ask | Support guidance | Recommended product area or resource |
| --- | --- | --- |
| Journey map of the resource manager | BigPicture does not provide one single dedicated “journey map” artifact. The workflow is handled through the Resources module. | Resources module documentation |
| Dashboard view | Resource-related visibility is available through Resources module views and Box-level dashboards with relevant widgets. | Resources module, Box dashboards |
| Availability before onboarding to a project | Supported through capacity vs workload visibility, allowing users to check availability and existing allocations before assignment. | Resources module |
| Visibility before releasing a resource | Supported through assignment and workload visibility across projects and Boxes, helping users review allocations before release. | Resources module |
| See all available resources, capacity, and current assignments | Yes. Users can review defined resources, available capacity, workload, and current assignments. | Resources module |
| Assign a resource with available capacity from the same view | Yes, provided the user has the necessary permissions and is assigning to supported scope items. | Resources module |
| Multiple skills per resource | Yes. A single resource can have multiple assigned skills. | Skills documentation |
| Same or similar skills across a team | Yes, this is common, but not required by the product. Skills are reusable across multiple resources. | Skills documentation |

## Important Clarification

> 📝 **Resources panel vs Resources module:** If the customer refers broadly to “resource view” or “resource manager,” verify whether they mean the full **Resources module** or a panel/widget elsewhere in the app. In this case, support explicitly clarified that these are not the same.

## Suggested Reply Template

> Hi [Customer Name],  
> Thanks for reaching out. The scenarios you described are supported in BigPicture mainly through the **Resources module**.
> 
> Here is how your requirements map to the product:
> 
> - **Resource availability and capacity:** You can see available capacity versus workload for defined resources.
> - **Current assignments:** You can review where resources are allocated across Boxes and projects.
> - **Before onboarding a resource:** You can check existing allocations and remaining capacity before assigning them to new work.
> - **Before releasing a resource:** You can review current assignments and timeframes to avoid conflicting releases.
> - **Dashboard-style visibility:** This is available through Resources module views and Box-level dashboards.
> - **Skills:** A resource can have multiple skills, and the same skills can be reused across team members.
> 
> There is no single dedicated end-to-end “journey map” or one specific Loom for this exact use case, but the following resources should help:
> 
> - [Resources module documentation](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211938799)
> - [Assign skills documentation](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211648341)
> - [Resources panel vs Resources module clarification](https://appfire.atlassian.net/wiki/x/RYHWgw)
> - [BigPicture demo instance](https://softwareplant.com/demo-bigpicture/plugins/servlet/softwareplant-bigpicture/#/box/ROOT/o/hierarchy)
> - [Product demos and webinars](https://bigpicture.one/products/bigpicture/)
> - [Complimentary implementation session booking](https://calendly.com/agile-at-scale)
> 
> If you want, we can also help map your exact workflow to the best view or module in the app.

# Handling Similar Tickets

## When to Use This KB

- Product evaluation questions about resource planning capabilities
- Requests for documentation or demo material for resource availability workflows
- Questions about assigning resources based on capacity
- Questions about visibility before releasing resources
- Questions about resource skill modeling
- Questions asking whether BigPicture has a dashboard for resource oversight

## Agent Checklist

- [ ] Confirm whether the customer is asking about the Resources module
- [ ] Answer each requirement directly with a yes, no, or clarification
- [ ] Clarify that there is no single dedicated “journey map” artifact if relevant
- [ ] Share the Resources module documentation
- [ ] Share the skills documentation if skills are mentioned
- [ ] Offer demo instance or webinar resources for evaluation-stage customers
- [ ] Offer a Product Implementation session when the customer needs guided setup help

## Escalation Guidance

This type of ticket is usually handled by support without L3 escalation unless the customer reports a product defect, unexpected behavior, or a capability gap that contradicts current documentation.

> ℹ️ **Best practice:** For evaluation-stage customers, combine a concise feature confirmation with links to documentation and a live guidance option. This reduces back-and-forth and improves product discovery.

<details>
<summary>FAQ for support agents</summary>


</details>

# References

- [Resources module documentation](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211938799)
- [Assign skills documentation](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211648341)
- [Resources panel and Resources module clarification](https://appfire.atlassian.net/wiki/x/RYHWgw)
- [BigPicture demo instance](https://softwareplant.com/demo-bigpicture/plugins/servlet/softwareplant-bigpicture/#/box/ROOT/o/hierarchy)
- [BigPicture product demos and webinars](https://bigpicture.one/products/bigpicture/)
- [Product Implementation team booking page](https://calendly.com/agile-at-scale)