Introduction
Resource Profile Management involves managing and optimizing the allocation of resources (team members, skills, availability, etc.) within a project to ensure efficient utilization and effective project execution. TeamBoard TimePlanner is a tool that helps in managing these resources by providing features for scheduling, tracking, and analyzing resource usage.
Managing Resource Profiles with TeamBoard TimePlanner involves several steps to ensure that resources are allocated efficiently and tasks are assigned appropriately. Here's a guide to help you get started:
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Key Objectives
Efficiently allocate resources to tasks and projects.
Monitor and manage resource workloads.
Optimize resource utilization.
Provide visibility into resource availability and skill sets.
Step-by-step Guide
Step 1: Initial Setup
Invite new resources to your Jira instance. Your team members will automatically syn from Jira members to the Resource section in TeamBoard TimePlanner
Step 2: View Resource Profiles
From the ‘Members’ section, locate the ‘All Resources’ tab to display the list of all resources in your organization.
Click on individual resource names to view their detailed profile, including positions, departments, skills, and availability.
Step 3: Update Resource Details
Navigate to individual resource profiles, then access the ‘Edit profile’ button:
Job Title: Specify the role or job title (e.g., Developer, Designer). To update new position, access to the ‘Fields data’ from
Skills: List the skills and competencies.
Availability: Set the availability schedule (e.g., Full-time, Part-time).
Contact Information: Add relevant contact details.