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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.
They help managers:
Optimize workflows by scheduling tasks without affecting workload metrics.
Early-stage project planning enables flexibility in assigning tasks for virtual resources.
Maintain efficiency by preventing resource interruption while executing the project.
Support flexibility for quick and easy task reassignment as projects progress.
→ Generic Resources ensure smooth operations and effective task management throughout all project stages.
Scope
Permissions on Generic Resource
To maintain consistency and control, management permissions for Generic Resources are restricted to only Jira Admin/App Admin, Board Admin, and Project Admin.
Actions | App Admin /Board Admin/ Project Admin | Regular 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 Board Admin, please refer to this guide.
How to Create a Generic Resource
To create a new Generic Resource, please follow the below methods:
Go to your specific Project or Program in TeamBoard
Go to the Resource tab from the board → Select Generic Resources from the dropdown menu.
Use the search bar named ‘Search or create generic resource’
To create a new generic resource, type a unique name for the resource in the search bar.
Press Enter to complete 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.
