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Generic Resources in TeamBoard ProScheduler 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.

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These resources are isolated and cannot be shared, transferred, or reused across multiple projects.

Permissions on Generic Resource

To maintain consistency and control, management permissions for Generic Resources are restricted to only J ira Jira Admin/, App Admin, Board Admin, and Project Admin.

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1. Go to your specific Project or Program in TeamBoard.

2. Access the Resource tab from the board → Select Generic Resources from the dropdown menu.

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3. Use the search bar named ‘Search or create ‘Create generic resource’

4. To create a new generic resource, type a unique name for the resource in the search bar.

5. Press Enter Click on Add to board to complete the creation.

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6. Assign the Resource to groups (Optional):

Once the resource is created, you can assign it to groups as needed.

• In the Groups section, you can add resources to existing groups or create a new group.

• Click the "+" button next to the group name to add generic resources

• Then confirm the addition.

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• → system shows a suggestion list

• Click on Generic Resource's name to add them into group.

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How to Edit or Delete a Generic Resource

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• Click directly on the name field of the Generic Resource.

• The field will become editable, allowing you to type the new name.

• After typing the new name, click the checkmark (✔) button to save the changes.

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• Find the Generic Resource you want to delete → Click the X icon to initiate the deletion process.

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• 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 this resource and its associated tasks.

  • Discard: Cancel the deletion process.

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Explore more: Planning with Generic Resources

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