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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 responsibilitiesSince Generic Resource has a scope at project level, so all the members belong to Project Board or Program Board has fully permissions to create, update, unplan and reassign tasks from generic resources.
3. Task Planning for Generic Resource
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Click on Assign to finalize the task reassignment.
Use case 2: Generic resources serve as physical assets.
If your team works with physical assets such as hardware, system devices, or laboratory equipment, a Generic Resource can be used to manage their booking. It helps track usage and scheduling but does not contribute to workload calculations. This makes it ideal for tracking shared assets without impacting individual workload metrics.
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Generic resources can not be counted in the workload scheme and holiday scheme |
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From the Schedule board, at the Generic Resource row, 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 Generic Resource and the range of dates you initially selected → Click Plan to perform planning action.