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.