Page Comparison

1. Introduction to Generic Resource

Generic Resources in TeamBoard ProScheduler provides greater flexibility in resource allocation, ensuring efficient operations. They represent non-physical entities (e.g., virtual resources) or physical assets (e.g., equipment), allowing project managers to optimize workflows, plan, and execute tasks seamlessly while maintaining efficiency at every project stage.

Here’s how Generic Resources can help optimize your team’s workflow:

1. Virtual resources can serve as placeholders for tasks during the early stages of a project until actual team members are identified.

2. When team members become unavailable, their tasks can be temporarily reassigned to a virtual resource.

3. Tracking the booked time of physical assets utilized by the team. (e.g., equipment, external systems).

2. Permissions for valid actions on Generic Resources

Permissions determine the valid actions that can be performed on generic resources. Each permission level grants specific capabilities, such as viewing, creating, updating, or reassigning tasks associated with these resources, ensuring that actions align with the user's role and responsibilities.

3. Task Planning for Generic Resource

Use case 1: Generic resource serves as a placeholder for task

Status
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Assigning Task

From the Schedule board, Click on a date or drag-drop to select a range of dates → Open the planningdialog. Within this dialog, you have two options:

a. Plan for an existing issue by entering the issue summary or issue key. (Watch the video below for more details)

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b. Create a new issue, then add this issue as a plan to the board.

The task will be scheduled for the date or range of dates you initially selected → Update the assignee to a desired Generic Resource and adjust the hour/day.

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