Configure a Resource Hierarchy in a Workspace
Resource hierarchies enable you to group similar resources together for easier organization and management. Examples of resource hierarchies might be company, organizational structure, or type of work.
Configure hierarchies by adding a child resource or indenting an existing resource beneath another resource. A workspace resource can only be made a child in its owning workspace. When resources in a hierarchy are assigned to child workspaces or projects within the workspace, the hierarchy is retained and the assigned resources cannot be changed. However, you can add resources from the current workspace to the assigned hierarchy. Oracle Primavera Cloud supports resource hierarchies up to 30 levels.
To configure a resource hierarchy in a workspace:
- Navigate to the workspace resource page
- In the object selector, select a workspace.
- In the sidebar, hover over Resources, and select Resource List.
- In the table, select a resource, select the Context menu, and then do either of the following:
- To add a new resource, select Add Sibling or Add Child.
- To modify an existing resource, select Move Left or Move Right.
- 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.
Last Published Tuesday, May 21, 2024