Use the Resources window to maintain both your organization's resource hierarchy and individual resource information. You can assign resources to activities and roles in any project. If resource security is enabled, you can only view resources you have access to.
In the Resources window, you can view the resource hierarchy as a table or as a chart, and easily move resources around in the hierarchy.
To display the Resources window, do one of the following:
- Click
on the Enterprise toolbar. - On the Enterprise menu, choose Resources.
Refer to the following sections of this topic for information and links to concepts and tasks about working with resources in the Resources window:
- Working in the Resources window
- Resource concepts
- Resource tasks
Working in the Resources window:
When working in the Resources window, you can:
- Use the Edit toolbar, the Edit menu on the Menu bar, or shortcut (right-click) menu to add, delete, cut, copy, or paste resources. From the Edit toolbar and menu, you can also undo your last action.
- Use the Display Options bar, the View menu on the Menu bar, or the Top Layout toolbar to show or hide a table view or chart view in the window.
- Use the Display Options bar, the View menu on the Menu bar, or the Layout toolbar to customize the table or chart. You can customize columns, fonts, and colors, and you can group, sort, and filter resources.
- Use Resource Details or columns in the resource table to view or define properties for the selected resource. To show or hide Resource Details, click the Display Options bar, then choose Details, or click
on the Bottom Layout toolbar. - Use the arrows on the Move toolbar to move the selected resource around in the hierarchy.
Tips
- After opening the Resources window, the window remains open until you close it; if you open or navigate to another window without closing the Resources window, click the Resources tab to return to the window at any time.
- To expand or collapse individual elements of the resource hierarchy, right-click in the Resources window and choose Expand All or Collapse All.
- To indent a resource press CTRL and right arrow on your keyboard. To outdent a resource click CTRL and left arrow on your keyboard.
- When you delete a resource, you can reassign the deleted resource's data (for example, activity assignments) to the deleted resource's parent resource.
Resource concepts
- Activities
- Adding resources using a wizard
- Calculating cost when using multiple resource rates
- Calendars
- Future period bucket planning
- Importing and exporting resources and roles
- Leveling resources
- Recalculating assignment costs
- Resource codes
- Resource curves
- Introduction to Resource Security
- Resources
- Roles
Resource tasks
You can perform all of the following tasks in the Resources window:
- Add a resource
- Assign shared resource calendars to resources
- Assign resource codes and values
- Assign roles to resources from the Resources window
- Copy and paste a resource
- Cut and paste a resource
- Delete a resource
- Display resource details
- Edit resource information
- Enter comments about resources
- Enter multiple resource prices over time
- Remove roles from resources in the Resources window
- Specify how resources report hours
- Specify the resource type for resources
- Specify the unit of measure for material resources
- View resources