Managing Resources

A resource is any person or equipment that you can track and assign to project activities. Resources perform roles within projects. Each resource is associated with an Access Profile and at least one role.

From the Resources link, you can add, edit, and delete resources. You can also manage their profile, area of expertise, certification, assets, calendar, rate, and password.

Note: As all PII data is editable and does not play a part in database-key integrity, you can manually encode or tokenize any PII field without sacrificing data integrity.

In This Section

Adding Resources

Editing Resources

Managing Certifications

Managing Assets

Changing Passwords

Deleting Resources

Reset User Consent Status

Using Search, Advanced Search, and Saved Search