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To add a generic resource to a Tempo Team:
Click Select Teams in the Tempo sidebar to open the Teams page.
Select a team from the list of Teams.
If you are a team lead or a user with Manage Team permissions for this team, then you will be able to can add or assign a generic resource. A Full or All Resources Role access permission allows you access to all teams. Users without these permissions can only view generic resources.
In the People section, click + Add Generic Resource.This opens the team overview, select the three dot (...) button.
Select Add Generic Resource window.
To add a new generic resource to the team, click In the Create or Search .Type field, type a new name to create it, or search and select one from the matching list.
As you type the new name, a dynamic search lists the matching names with that match the generic resources not yet assigned to this team. You can select one name from the list or click select Create ' ' to create a new one.
The same generic resource can only be added once to the team. During the search, generic resources that are have already been added to the team are not included in the results.
In the Add Generic Resource window, make your selection.
When creating a new generic resource, user role and set dates are not used. Generic resources are intended to be added and removed from teams on demand.
Click Select Save when done.
- The new generic resource is created and assigned and can also be assigned to other teams. Team permissions are now applied to the generic resource, just like team members.
The View Plan permission allows you to view generic resources in the Resource Planning view, and based . Based on your permissions, you will be able to can create project plans for them in a team or individually , or assign them to other teams.
Mouse over Select the pencil icon next to the generic resource name in the Member's list. A tooltip tells you The details let you know who assigned it to the team and the date it was assigned.
Edit Generic Resource Members in Teams
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To edit a generic resource in Teams:
Click on Select the pencil icon next to the the generic resource name to edit it.
The Edit Resource NameGeneric Resources window is displayed.
In Edit Resource the Name field make changes to the name and click Applyselect Save.
The Created by name and date are displayed, as well as the Last updated by name and date.
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To remove a generic resource from a Tempo Team:
Select the trash icon next to the generic resource that you wish to remove.
Click on the remove icon on the right corner of the name to remove the generic resource from the team member's list.
Click Select Remove to confirm.
This removes the generic resource from this team but does not remove its plans. This generic resource remains available for other teams and any required planning.
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