Resources

The Resources area in PlanCore gives team leaders and managers a centralized view of the people available in their Jira instance. Use this page to understand what information is shown, how to change views, and how to search or filter resources.

Overview

The Resources screen includes all Jira members available on the connected Jira instance.

For each member, managers and team leaders can review key details, including:

• Name

• Timezone

• Years of experience (YOE)

• Department

• Skills

• Assigned PlanCore teams

Viewing resources

You can view resources in either Grid view or List view. Use the view switcher in the top-right corner of the Resources screen to change between the two modes.

• Grid view: Displays members as cards for a quick visual overview.

• List view: Displays members in rows for easier scanning and comparison.

Managing an individual profile

To manage a specific member, click the member’s card in Grid view or the member’s row in List view.

Search and filter

Search by name

Use the search box to find a resource by name.

Filter resources

Use the Filter option to narrow the resource list by specific criteria:

• YOE: Filter members by years of experience.

• Department: Filter members by their department or functional area.

• Skills: Filter members by one or more skills.

• Teams: Filter members by assigned PlanCore team.