Generic Resources

In TeamBoard TimePlanner, Generic Resources act as flexible placeholders, representing both non-physical entities (like virtual team members or unassigned roles) and physical assets (like equipment or tools).

Use cases include:

• Scheduling tasks during early project planning before team members are confirmed.

• Maintaining momentum when resources change or become unavailable.

• Allowing quick reassignment of tasks to available members.

• Keeping workload reporting accurate by excluding generic resources from real-time capacity calculations.

Scope

Generic Resources are created with a global scope, making them reusable across multiple teams. This ensures consistency in planning and supports collaboration across the organization.

Permissions

Only App Admins and Team Admins have full access to manage generic resources. Regular users can view them, but they can’t make changes.

Create a Generic Resource

You can create a Generic Resource in two ways:

In the Generic Resources Page

1. Navigate to Resources section from the left-hand menu > Select Generic Resources.

2. Click button at the top right corner to open the Generic resource dialog.

3. Enter the Name (required) and Skills (optional), then click to finalize.

The Generic Resource will appear with the puzzle piece icon ( ) and a   label on your page:

In the Team Page

1. Navigate to the Team section from the left-hand menu.

2. Click on your specific team name to open Team page.

2. In the Team page, go to Members tab > click button in the top right corner.

3. Select to create a new Generic Resource.

4. Enter the Name (required) and Skills (optional) > Click to create a new Generic Resource

5. Click to include the resource in the team.

The Generic Resource will appear with the puzzle piece icon ( ) and a   label on your page:

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 > Click the three-dot menu (•••)

Edit a Generic Resource

1. From the dropdown menu, select Edit to open the dialog.

2. Update the details (e.g., name, skills).

3. Click Save to confirm the changes.

Delete a Generic Resource

1. Select Delete from the dropdown menu.

2. When deleting, you will be prompted to choose one of the following options:

• Reassign – Transfer any tasks currently assigned to this generic resource to another member. (See the guide on reassigning tasks from Generic Resources to Members)

• Delete – Permanently remove the generic resource without reassigning tasks.

• Discard – Cancel the deletion process.