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Managing Resources

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

Resource feature demo video

Manage Resources in TeamBoard ProScheduler

You can create and manage members and groups on the ProScheduler board. To access resources, navigate to the 'Resource' tab from the board

Manage Resources in TeamBoard ProScheduler.png

Manage members

Click Edit button to change the member's box to edit mode.

Add members to the board: Search for people by name and click on the result to add them.

  • Jira users: Search for individuals by name, then click on the resulting profiles to add them

Jira user.png

Teamboard teams.png

Remove a member from the board: Hover your mouse over the member's name and click 'Remove' to delete the member from the list.

Move a member’s position: You can change the order of members in the list. Click on the dots icon, then drag and drop the card to a new position. The arrangement of members in this list will determine their order on the scheduling board.

Manage Groups.png

Manage Groups

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

Groups grid.png

Create a new group: Click on 'Create a New Group' to begin. Fill in the group name and add members to the group

Create a new group.png

Edit Group: You can also edit the name and remove or add members to existing groups.

Edit Group.png

There is a convenient feature that allows you to drag and drop members from the members list into a group.

Resources on the Scheduling Board

From the Schedule view, you can choose to display resources either by Member view or Group view.

Member View: This shows all the individuals added to the project or program board.

Group View: This displays all the groups and the members within each group

Resources on the Scheduling Board.png

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