Generic Resources
Flexible Planning with Generic Resources
In TeamBoard TimePlanner, Generic Resources serve as versatile placeholders—representing either non-physical entities (like virtual team members or unassigned roles) or physical assets (such as equipment or tools). They’re a powerful way to enhance planning and adaptability.
Here’s how they help managers streamline projects:
Optimize workflows by scheduling tasks without impacting real-time workload data.
Enable early-stage planning with the flexibility to assign tasks before finalizing team members.
Maintain project momentum by avoiding interruptions when resources change or become unavailable.
Support agility through quick task reassignment as needs evolve.
Generic Resources are your go-to tool for keeping projects moving smoothly—no matter what stage you’re in.
Scope
Generic Resources are designed with a global scope, making them shareable and usable across multiple teams. This ensures greater flexibility, promotes collaboration, and allows for more efficient planning and resource allocation throughout your organization.
Permissions on Generic Resource
Controlled Access for Generic Resource Management
To ensure consistency and proper oversight, only App Admins and Team Admins have the permissions to manage Generic Resources. This helps maintain structured planning and prevents unauthorized changes across teams.
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 and click on your specific team name to open the Team Board.
In the Team Board view, click the Add Generic Resource button.
Select Create to add a new Generic Resource.
Fill in the Name (required) and Skills (optional), then click Add to complete the setup.
Only Jira admin/ App admin/ Team admin can create a Generic Resource directly in Team Board.
2. Create in the Generic Resource page
Navigate to the Resources tab and select Generic Resources.
Click the Create generic resource button to start a new entry.
Enter the Name (required) and Skills (optional), then click Add to finalize.
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.
