- Choose Enterprise, Resources.
- If necessary, choose View, Filter By, All Resources, to display all resources.
- Choose View, Group and Sort By, Default.
- Select the resource you want to edit.
To change the resource's position in the hierarchy, click the appropriate arrow buttons.
- Click each tab in Resource Details to enter new information.
Notes
- When connected to a P6 Professional database: The email address and office phone number you type in the Resources window General tab overwrites the email address and office phone number recorded in the Users dialog box, if that information is different. Likewise, email and phone information you enter for a resource in the Users dialog box overwrites the information in the Resources window.
- When connected to a P6 EPPM database: The email address and office phone number you type in the Resources window General tab overwrites the email address and office phone number recorded using P6, if that information is different. Likewise, email and phone information you enter for a resource in P6 overwrites the information in the Resources window.
- If resource security is enabled you can only see resources you have access to.
Roles
Roles
Add a role
Define price/unit rates for roles over time
Define role limits over time
Assign roles to activities
Assign roles to resources from the Resources window
Assign roles to resources from the Roles dialog box
View roles