Assign a Code to a Project Resource

With potentially hundreds of resources in use across the organization, resource codes provide an efficient means for tracking and sorting resources for reporting or analysis. You can assign as many codes as necessary to categorize your resources. Codes can be added and configured in the Codes dictionary or added during the assignment process.

To assign a code to a project resource:

Navigate to the project resources page
1. In the object selector, select a project.
2. In the sidebar, hover over  Resources, and select Resource List.
In the table, select the resource.
Select the Codes detail window.
Select Assign.
In the Select Code dialog box, expand the code, and select the code value.
Select Select.
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