Adding Resources

You can use the gear menu (  ) to add a hierarchy (Add Sibling and Add Child) of the resources:

Add Sibling: See the toolbar options, above.
Add Child: See the toolbar options, above.
Remove: You can delete the resources and roles that are no longer used. If you delete a parent resource, then the child rows (under the parent) will be deleted.

When a resource is not used in a activity sheet, if you select on a resource and click Remove, then all of the selected resources will be deleted.

When a resource is used in a activity sheet, if you select a resource and click Remove, then the resource will be removed from the Master Rate Sheet and from all the activity sheets, where this resource is associated. If multiple resources are selected and one resource is associated to the activity sheet, then the resource will be removed from the Master Rate Sheet and from all the activity sheets

Cut or Paste: You can select one or more resources, or roles, under a parent and select Cut. When you paste the selected resources, or roles, at the destination, the selected resources, or roles, will be removed from the original location and added to the destination, as siblings for the selected resource. When you select a parent row, the child rows will be selected; therefore, if you select Cut and paste the selection in the destination, then both the parent and the child rows will be removed from the original location and added to the destination.
Copy or Paste: The copy and paste function is similar to the cut and paste function, except that the rows selected will be copied into destination row and will not be removed from the original location. When the row is pasted in the destination, by default the ID will be shown as "Copy of <Source Resource ID>" and the Name will be "Copy of <Source Resource Name>." The Paste option will not be shown in the gear menu until you select a new row and click Cut or Copy.

See Also