A resource may be a person, a team or something else. To define how the resources are assigned to the tasks, you need to select an attribute, which will be used as resources. The attribute could be almost any JIRA field – for example, Assignee field or a custom text field called "Team". It is also possible to use other Structure attributes – for example, a value calculated through Formulas.
You can define which attribute to use for Resource Assignment in Gantt Configuration. In the Default configuration resources are not defined and you can change it to "Assignee" field or to any other attribute.
Besides selecting the attribute for the resource allocation, you can also select the default resource capacity, calendar and time zone for all resources in the Gantt. You can later override them for each individual resource.
You can also define the default Maximum Unit setting - this is the property of the tasks, which defines how much of the resource capacity can be used when working on this task. By default it is set to 1. This means that if, for example, you have a resource with the capacity of 3, only one third of the resource will be used when working on a task. You can change both the default setting for the Max Unit and the setting for each individual task (by clicking the task and setting the value in the Details Panel).
At the moment you can assign only one resource per task. In future versions, we'll add support for multiple resources per task and partial allocation of the resource's capacity to the task.
Resource Allocation Chart
Once resources are assigned to the tasks, Structure can display the Resource Allocation Chart. Click the Resources button or switch Layout to "Gantt + Resources" to see the number of hours assigned to each resource used in the chart.
You can also click the resource defined for a task in Task Details Panel. This will open Resources panel and scroll to the particular resource.
Resource allocation chart adapts to the zoom level selected in the Gantt toolbar. Zoom in to see details of allocation within a specific period.
You can also display the allocation numbers in the Gantt chart itself. To do that, you can group your tasks by the attribute you are used to define the resources (you cannot group by Formula values though).
Resource Capacity, Calendar, Availability and Time Zone
Each resource has a number of parameters. They are taken into account when calculating tasks start/finish dates, duration and resource allocation. The default values for these parameters are set in Gantt configuration. You can override them for a specific resource by selecting the resource in the resource panel and clicking the Resource Settings button.
Units. Determines how much work this resource can do in one hour. By default, it is set to 1, which corresponds to one person. If your resource is a team of 5, you should set this value to 5. A person working only one day a week and using Standard work calendar, would have the value of 0.2.
- Calendar. Defines working and non-working time for the resource in the resource's time zone.
- Availability. Allows to define, what percentage of the resource capacity is available during a certain period. This is useful for defining resource vacation days or periods or part-time work.
- Time zone. Defines the time zone of the resource.
All these parameters as well as the task Maximum Units are taken into account when calculating the duration of a task. For example, resource with 2 units will do the task twice as fast as the resource with 1 unit as long as the task has Maximum Units set to 2 or higher.
Navigating to a Resource from Gantt Chart
You can quickly navigate to a resource in the Resources panel (and opening the Resources panel itself if it's not yet open) by clicking on a resource displayed in the Task Info Pop-up.