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).
They help managers:
Optimize workflows by scheduling tasks without specific assignees.
Maintain efficiency by preventing project delays.
Support flexibility for easy task reassignment as projects progress.
Generic Resources ensure smooth operations and effective task management throughout all project stages.
Scope
Generic Resources are designed with a global scope, allowing them to be shared and utilized across multiple teams for greater flexibility and collaboration.
Permissions on Generic Resource
To maintain consistency and control, management permissions for Generic Resources are restricted to only App admin and Team admin.
Actions | App Admin /Team Admin | Users |
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View Generic Resource |
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Create Generic Resource |
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Update Generic Resource |
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Delete Generic Resource |
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To grant permission for App Admin and Team Admin, please refer to this guide.
How to Create a Generic Resource
To create a new Generic Resource, please follow the below methods:
1. Create directly in a Specific Team
Go to the Team page → Click on your specific team name to open the Teamboard
In the Team Board view, click the Generic Resource button.
Click +Create to add a new Generic Resource.
Fill in the Name (required) and Skills (optional) → Click Add to finalize the creation.
Only Jira admin/ App admin/ Team admin can create Generic Resource directly in Team Board.
2. Create in 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.
How to Edit or Delete a Generic Resource
To edit or delete a Generic Resource from the system → go to the Generic Resources tab, find the resource you want to modify, and click the three-dot menu (•••)
1. Edit a Generic Resource
Select Edit from the dropdown menu.
Make the necessary changes (e.g., name, skills).
Confirm the changes to save the updates.
2. Delete a Generic Resource
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.
LEARN MORE: Planning with Generic Resources