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Create a Workspace Resource

Resources Overview > Resource List Overview > Workspace Resource List

Create resources at the workspace level if they will be assigned to multiple projects in your workspace. Resources can be added directly to the workspace, assigned from a parent workspace, imported from a Microsoft Excel file, or imported from P6 EPPM. Build resource hierarchies for easier organization of similar resources.

Resources can also be promoted to a higher level, removed from the workspace, or deleted permanently from the application.

To create a workspace resource, do any of the following:

• Add a Workspace Resource
• Assign a Parent Workspace Resource to a Workspace
• Create a Resource by Import
• Import Resources from P6 EPPM (Primavera Cloud only)

To manage a workspace resource, do any of the following:

• Configure a Resource Hierarchy in a Workspace
• Promote a Workspace Resource to the Parent Workspace
• Remove a Resource from a Workspace
• Delete a Workspace Resource

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Last Published Tuesday, May 21, 2024