Edit resource information

  1. Choose Enterprise, Resources.
  2. If necessary, choose View, Filter By, All Resources, to display all resources.
  3. Choose View, Group and Sort By, Default.
  4. Select the resource you want to edit.

    To change the resource's position in the hierarchy, click the appropriate arrow buttons.
  5. Click each tab in Resource Details to enter new information.

Notes

Related Topics

Resources

Resources

Add a resource

Adding resources using a wizard

View resources

Define resource shifts

Assign shared resource calendars to resources

Create and assign a personal resource calendar

Copy and paste a resource

Cut and paste a resource

Display resource details

Delete a resource

Enter comments about resources

Specify the resource type for resources

Specify the unit of measure for material resources

Change Resources tab columns

Specify how resources report hours

Collaborate with resources and enter activity feedback

Having a discussion with team members

Enter multiple resource prices over time

Calculating cost when using multiple resource rates

Introduction to Resource Security



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Last Published Thursday, January 12, 2023