The Resource Edit Dialog is a convenient way to edit any of your planner’s Resources and their related data. Discover how to use it for customizing and updating Resources.
- By clicking on any Resource, the Resource Edit Dialog window will pop open. It contains various editing and customization options for individual resources.
- All Owners, Admins and Users with Resource Task add/edit rights can update the Resource Edit Dialog.
- Tasks and Projects also have similarly designed Dialogs available for editing.
- Click on a Resource to open the Resource Edit Dialog. In the Dialog toolbar you’ll see icons from left to right:
- Archive Resource - remove the resource from the schedule without deleting it.
- Delete Resource - permanently deleted from the account
- Sync Resource with Google or Outlook Calendar
- Resource work-time settings - set resource-specific holidays, business hours, and business days. Overrides account work-time settings.
- Resource reminders and notifications - a way to send email reminders and notifications about actions related to selected Resource’s Tasks, etc.
- Resource Notes - collaborative comments
- Resource Data Fields - a way to add resource-specific information for sorting, and grouping or filtering (i.e. role, certifications, department, etc.)
- Resource History - a log of all actions applied to this specific Resource
- In the Dialog itself you can change the Resource’s Name, Color or Icon.
Tip! Resource Colors are a way to view all resource's tasks in resource colors.
- Resource Data Fields may also be edited or updated. Data Fields with a * are mandatory and may not be left blank.
NB! If editing Resources within a View, new Resource Data Fields may be added within the Resource Edit Dialog. If editing from the Resource List, new Data Fields can only be added from the Resource List toolbar.
- Once the Resource is edited, hit Save.
Learn how to fully customize your planner with Data Fields. These can be added to Resources, Tasks, and Projects. Not only do they help you define your planning assets, speeding up the scheduling process, but they can help you pinpoint exactly who or what is best suited for new jobs.