| Table of Contents |
|---|
Before scheduling resources, it's important to learn how to manage resources in TeamBoard
Resource feature demo video
Manage Resources in TeamBoard ProScheduler
You can create and manage members and groups on the ProScheduler board. To access resources, navigate to the 'Resource' tab from the board
Manage members
Click Edit button to change the member's box to edit mode.
Add members to the board: Search for people by name and click on the result to add them.
Jira
users: Search for individuals by name, then click on the resulting profiles to add them
teams:Add every member of the team.
Remove a member from the board: Hover your mouse over the member's name and click 'Remove' to delete the member from the list.
Move a member’s position: You can change the order of members in the list. Click on the dots icon, then drag and drop the card to a new position. The arrangement of members in this list will determine their order on the scheduling board.
Manage Groups
The Groups grid is located under the 'Resource' tab on the right side
Create a new group: Click on 'Create a New Group' to begin. Fill in the group name and add members to the group
Edit Group: You can also edit the name and remove or add members to existing groups.
There is a convenient feature that allows you to drag and drop members from the members list into a group.
Resources on the Scheduling Board
From the Schedule view, you can choose to display resources either by Member view or Group view.
Member View: This shows all the individuals added to the project or program board.
Group View: This displays all the groups and the members within each group
