Update Resources in Resource Register Tab
This procedure allows you to view or add new resources to the projects in the Resource Register tab.
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Navigate to Enterprise Data > Maintain Resources.
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Click the Resource Register tab.
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Click the Insert Row icon to add a new resource.
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To maintain attributes, populate the data as indicated below:
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Type in a unique Resource ID.
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Type in a Resource Name.
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(Optional) Type the External Key.
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(Optional) Select the Active check box to make the resource available.
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(Optional) Type the Email ID of the resource.
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(Optional) Select the User check box if the resource type is a Named Resource (HMN).
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(Optional) Click the ellipsis icon to select the following fields:
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Resource Type ID
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Discipline ID
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(Optional) Select the SCP User check box.
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Click the Save icon. The Resource Type Name and the Discipline Name auto-populate.
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Click the Delete Row(s) icon to delete the selected resource.
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You can customize the view of the Resource Register panel from the view settings.
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Update Resources in General Tab
This procedure allows you to view or add new resources to the projects in the General tab.
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Navigate to Enterprise Data > Maintain Resources.
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Click the Resource Register tab.
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Click the Resource Type Name hyperlink. The General tab appears.
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To maintain attributes, populate the data as indicated below:
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Type in a unique Resource ID.
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Type in a Resource Name.
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(Optional) Type in the External Key.
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(Optional) Select the Active check box to make the resource available.
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(Optional) Type the Email ID of the resource.
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(Optional) Select the User check box if the resource type is a Named Resource (HMN).
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(Optional) Click the ellipsis icon to select the following fields:
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Resource Type ID
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Discipline ID
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Unit of Measure
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(Optional) To update the resource address, enter the following details:
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Street Address
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Street Address 2
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Zip Code
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Click the ellipsis to select State/Province and Country.
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(Optional) Enter the Phone Number.
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(Optional) Enter the Mobile Phone number.
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Click SAVE.