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1. Introduction to Generic Resource
Generic Resources in TeamBoard TimePlanner 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 of the project.
Here’s how Generic Resources can help optimize your team’s workflow:
Virtual resources can serve as placeholders for tasks during the early stages of a project until actual team members are identified.
When a team member becomes members become unavailable, their tasks can be temporarily reassigned to a virtual resource.
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.
Table 1: Valid actions for each member role as followfollows
Category | Action | Admin | Team admin | Team leader | Member |
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Create |
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Update information |
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Delete |
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Remove from specific teams |
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Add to a team |
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Generic Resource Planning | View on schedule board |
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Create tasks |
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Update tasks |
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Un-plan tasks |
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Reassign tasks |
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Member needs View Schedule in Team Permission to view generic resource tasks planning.
Member needs Manage Schedule in Team Permissionto create, update, un-plan, or reassign generic resource tasks to other members.
3. Task Planning for Generic Resource
Use case 1: Generic resource serves as a placeholder for task
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a. Plan for an existing issue by entering the issue summary or issue key or selecting from issues recently viewed.
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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
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→ Update the assignee to a desired Generic Resource and adjust the
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hour/day.
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For various methods of assigning tasks, please refer to our Planning Task.
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Simply select directly the Issue Card on the schedule board > then → Then access to the Plans Plantab and edit task's information such asthe task details including:
Hours/day
Duration : (start date and end end date)
Set Recurring tasksClients
| Info |
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Note: The Billable |
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e cho hình hay video đều uki nha Annie@DevSamurai
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and Clients options do not apply to Generic Resource planning. |
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Select a specific assignee you want to transfer the tasks to.
If you are team leader a Team Leader, you can choose assign tasks only to members within your team.
If you are a Jira Admin/App admin/Team admin , App Admin, or Team Admin, you have the flexibility to choose assign tasks to members from of any teams
Hình tượng trưng nha
team.
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Select one of the following Plan Options:
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All tasks: All tasks will be reassigned to the assignee you selected.
Tasks within a date period: Only tasks with a time range that falls within the duration you selected can be reassigned.
For example:, you are planning 2 tasks for Virtual Resource as below:
Task A : start date is
10th January, 2025and end date is15th January, 2025Task B: start date is
12th January, 2025and end date is15th January, 2025→ If you select a date range from
January 12 to 15and attempt to reassign, Task A's start date falls outside of this period, so Task A cannot be reassigned.
Tasks after a specific date, to replace the plans after the selected date.
All plans are reassigned to the selected generic resource or user after the selected date. The changes are permanent and will not revert to the original assignee: Only tasks with a start date on or after the date you selected can be reassigned.
Click on Assign to finalize the task reassignment.
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If your team works with physical assets like such as hardware, system devices, or laboratory equipmentsequipment, a Generic Resource can be used to manage their booking. It helps track usage and scheduling , but it does not contribute to workload calculations, this . This makes it ideal for tracking shared assets without affecting impacting individual workload metrics.
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From the Schedule board, at the Generic Resource row, Click 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 or selecting from issues recently viewed.
b. Create a new issue.
The system will automatically detect the
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Generic Resource and the range of dates you initially selected
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→ Click Plan to perform planning action.
For various methods of planning tasks, please refer to our Planning Task.
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