In this article you will learn:
1. What are Team board resources?
In Allex, machines, locations, systems or persons (e.g. externals) can be represented as resources that are not members of an organization. In this case, these are resources that are created in a team board and then belong exclusively to this team board. They cannot be adopted as a member of another team board.
In general, such a resource can be created in any team board. However, it is advisable to have a specific team board in which only these resources are available.
Roles, working time models and holiday models can be assigned to the resources. They can be booked and used for capacity planning.
2. How do I add resources to a team board?
As a Team Board resource can only belong to one team board, it must be created in this board.
Navigate to the team board in which the resource is to be created.
Click on the blue plus icon at the top right.
Navigate to the team board in which the resource is to be created
Click on the blue plus icon at the top right
In the Add resource dialog, enter the name of the resource in the Create new resource section
Click on Add resource
The resource is created and added to the team board.
The resource can now be planned, booked and used for capacity planning.
You can get an overview of all Team board resources in a separate area in the organization's member list.
Learn more: How do I add resources to a team board?
3. How do I assign properties to Team board resources?
Team Board resources can be assigned the same properties as the resources that are members of the organization (cf. How do I assign properties to resources).
In addition, their name can be changed and they can be deleted:
Role
Holiday model
Working time model
Edit resource
Delete resource
To edit the properties of the resource:
Navigate to the team board
Switch to the Timeline tab
Click on the desired resource
Click on the property you want to modify
Click on Delete resource
4. How do I book a Team board resource and capacities?
Team board resources are booked in the same way as resources that are members of the organization (cf. How do I book resources and capacities?)
Bookings can be created directly in the task focus card, in a team board, or through the Bulk Edit feature.
If you have a team board in which both organizational resources and team board resources are available, then the values of the capacities and workloads of all resources of the team board are used for the calculation.