Content Comparison

Generic Resources in TeamBoard TimePlanner are flexible placeholders used for task planning and resource management. They can represent non-physical entities (e.g., virtual team members, placeholders for unassigned work) or physical assets (e.g., equipment, tools), which providing flexible placeholders used for task planning and resource management.

They help managers:

• Optimize workflows by scheduling tasks without specific assigneesaffecting workload metrics.

• Early-stage project planning by enabling flexibility in assigning tasks for virtual resources.

• Maintain efficiency by preventing resource interruption while executing project delays.

• Support flexibility for quick and easy task reassignment as projects progress.

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2. Create in the Generic Resource page

• Navigate to the Resources tab → Select the Generic Resources tab.

• Click the +Create button to create a new Generic Resource.

• Fill in the Name (required) and Skills (optional) → Click Add to finalize the creation.

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• Select Delete from the dropdown menu → When deleting a Generic Resource, you will be prompted to choose from the following options:

  • Reassign: Select a new assignee to transfer any tasks currently assigned to the generic resource (Refer to this guide to explore Reassign Tasks from Generic Resources to Members)

  • Delete: Permanently delete the generic resource without reassigning tasks.

  • Discard: Cancel the deletion process.

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