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Promote a Project Resource to a Workspace

Resources Overview > Resource List Overview > Project Resource List > Create a Project Resource

When a resource is added at the project level and it is later determined that the resource should be made available at the workspace level, the resource can be promoted to the workspace level. Promoted resources are available to be assigned to all of the projects in the owning workspace. Codes and roles that are assigned to the resource are also promoted, and the relationships stay intact. You can only promote resources that are owned by the current project.

After a resource is promoted, only its project-level availability and rate data can be edited in the current project. All other resource information must be edited in the owning workspace. At the workspace level, you can modify the resource's availability and rate data without affecting its project-level values.

To promote a project resource to a workspace:

1. 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.
2. Select Promote.
3. In the Promote Resources dialog box, select the resources to promote to the workspace level, and then select Promote.
4. 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