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Add Resource page

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Use this form to quickly add new resources to the resource pool. You must enter an ID and Name; all other fields are optional. You can enter or modify additional resource data on the Resource Details tab.

Note: You must have the required security privilege to add resources.

Field Definitions

ID
A short code which uniquely identifies a resource. (required)
Name
The name of the resource. (required)
Parent Resource
Click to select the parent resource, or resource node, to which the resource belongs.
Title
A job title for the resource.
Office Phone
A phone number for the resource.
E-mail Address
An e-mail address for the resource.
Primary Role
Click and select the primary job title or skill for the resource.
Save and Add More
Click to save the resources you added and display a blank resources form so you can add more.
Save and Close
Click to save your changes and return to the Resources Home page.
Cancel
Click to cancel your changes and return to the Resources Home page.
Import from file
Click to import resource data from a Microsoft® Excel (.xls) file.

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