To add resources, use the User setting page. You may import via csv or copy & paste from spreadsheets.
You may organize resources by Team, Skill, and whether they are Capacity.
1. Add Resources on the Settings >> Users page.
2. Import users from a csv file, or copy and paste data
Tips: In the event some formats of csv not compatible with the importer, you may use copy and paste option - open your csv file, and copy 1 column at a time and paste the data to the respective column in the modal. You may bulk delete if you'd like to start over.
Ctrl C and Ctr V copy and paste works 1 row or 1 cell at a time on this page
3. Add a new user in the Owner field of Idea edit modal or Ideas List page.
4. A new user may be created during epic import from Jira
When import EPICs from Jira, the assignees will be added to Dragonboat as no access users (but not capacity)
The assignee will be mapped to existing users based on First Name Last Name, or email, or Jira user-name. if either of them match, no new user will be created.
Tip: If you have duplicated users, or incorrect team or skill, you may use merge users to merge 2 or more users into 1.
Only Active Capacity Users will be counted as resources on the Forecast page, and Idea Estimate view.
Capacity or Not
Each user needs to be determined as Capacity or not. Only capacity user will be counted for forecasting purposes, that is, the number on the table at the bottom of the Forecast/ Schedule page.
The Team and Main Skill
The Team and main Skill is used to categorize the type of resources for planning purpose. In some companies, it's called "fungibility". A Team + Skill is often unique enough to be not interchangeable.
The Team often maps to an agile pod or a tech stack component; and Skill often maps to non-exchangeable skills such as Java or React or Data Scientist.
Tip: You may not need to directly use the Team / Skill from your HR system as they may not categorize users in the same way you need for roadmap and resource planning.
The Team and Skill can be updated (rename, merge, inactivate, or delete) globally on their respective Settings page.