Promote a Workspace Resource to the Parent Workspace

When a resource is added to a workspace and it is later determined that the resource should be made available at its parent workspace level, the resource can be promoted to the parent workspace. Promoted resources are available to be assigned to all of the child workspaces 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 workspace.

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

To promote a workspace resource to a parent workspace:

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.
Select Promote.
In the Promote Resources dialog box, select the resources to promote to the parent workspace, and then select Promote.
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.

Next: Remove a Resource from a Workspace