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Table of Contents

Resource feature demo video

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Before scheduling resources, it's important to learn how to manage resources in TeamBoard

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Resource feature demo video

Manage

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Resources in TeamBoard ProScheduler

You can create and manage members and groups

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on the ProScheduler board. To access resources, navigate to the 'Resource' tab from the board

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Manage members

Click

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on Screenshot 2024-10-08 at 22.07.26.pngImage Added button to

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add new members to the board. And you will have 2 options: Jira users vs. TeamBoard Teams

Jira users

TeamBoard Teams

Refer to individuals who are currently available in your Jira instance.

Refer to the specific team who have been created in the Teams tab of ProScheduler.

To add members to the board: Search for individuals by name, then click on the resulting profiles to add them.

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To add members to the board: Search team names and click on the result to add

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them.

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→ Then click on Screenshot 2024-10-14 at 17.01.45.pngImage Added to save or Screenshot 2024-10-14 at 17.02.10.pngImage Added to cancel new changes.

Remove a member from the board:

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Hover your mouse

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over the member's name

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and click

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Screenshot 2024-10-14 at 17.02.10.pngImage Addedbutton to

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delete the member from the list.

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Move a member’s position: You can change the order of members in the list

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. Click on the dots icon, then drag

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and drop the card to a new position. The arrangement of members in

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this list will determine

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their order

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on the scheduling board.

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Manage Groups

The Groups grid is located under the 'Resource' tab on the right side

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Create a new group:

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Click on

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'Create a New Group' to begin. Fill in the group name and add

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members to the group

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Edit Group: You can also edit the name and remove

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or add members to

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existing groups.

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There is a convenient

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feature that allows you to drag and drop

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members from the members list

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into a group.

Resources

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on the Scheduling

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Board

From the Schedule view, you can choose to

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display resources either by Member view or Group view.

Member

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View:

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This shows all the

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individuals added to the project or program board.

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Group

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View:

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This displays all the

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groups and the members

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within each group

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