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Assign a Parent Workspace Resource to a Workspace

Resources Overview > Resource List Overview > Workspace Resource List > Create a Workspace Resource

Resources that are created in parent workspaces are available to be assigned to immediate child workspaces. You can assign resources from a parent workspace to a lower-level workspace to make them available to the child workspaces and projects within that workspace. This is useful when you need to pull down resources from a higher level before you assign them to a project.

In every workspace and project where a resource is assigned, you can configure separate availability and rate information. This data can be analyzed at each level to monitor the resource's allocation. All other resource information can only be edited in the workspace or project where it is owned.

To assign a parent workspace resource to a workspace:

1. Navigate to the workspace resource page
   1. In the object selector, select a workspace.
   2. In the sidebar, hover over  Resources, and select Resource List.
2. Select Assign.
3. In the Assign Resources dialog box, select one or more resources to use in the current workspace.

   Note: If resources are configured hierarchically, when a resource with subordinate resources is selected, all resources below are selected. Expand the resource name to view the additional resources and make appropriate selections.

4. Select Assign.
5. All changes made to this page are saved automatically.

Tips

• The Owned By column indicates the workspace or project to which the resource belongs. Most resource information can only be edited in the workspace or project where it is owned.

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Last Published Tuesday, May 21, 2024