How do I edit a resource?

Updated Jun 23, 2021

This article explains how to edit a resource's details.

Click on the Resource Center Icon in the Navigation

Click the Edit Button

Update Resource Form

Standard Fields

  • Generic: Leave check box unchecked / No
  • User (Name): Begin typing the name of the user.  The available names will authenticate based on user accounts in your Office365 tenant.  Select the user name.
  • Quantity:  1 signifies 1 FTE, or one full time resource.  Full time is all working hours based on the Calendar settings.  .5 would signify a part time resource who is available 1/2 time.  This affects the resource's capacity.
  • Permissions: Select the appropriate permissions level (see permission levels below).  If you need a reminder, see the permission level information below
  • Department: Select department.  Available Department choices are configured on the Fields page, in the section for resource-level fields.
  • Role: Select primary role.  Available Role choices are configured on the Fields page, in the section for resource-level fields.
  • Standard Rate: Enter the rate for this user, if different than the rate associated to this user's role (configured on the Cost Categories page).
  • Manager:  Begin typing the name of the manager for this user.  Select the desired name.
  • Timesheet Administrator:  (This field only shows when the Timesheet App has been added) Select this check box if this user is a timesheet administrator.
  • Timesheet Manager: (This field only shows when the Timesheet App has been added) Begin typing the name of the timesheet manager for this user.  Select the desired name.
  • Cost: Enter how much this resource will cost the company.  You can use a blended rate.
  • Standard Rate: Enter the rate for this user, if different than the rate associated to this user's role
  • Governance Warnings: This is based on compliance of your projects and shows up on your Insights Page
  • Governance Problems: This is based on compliance of your projects and shows up on your Insights Page
  • Compliance: This is based on compliance of your projects and shows up on your Insights Page
  • Inactive - Check box if a resource is no longer going to be used in resource planning or using the system

Any additional resource-level fields that have been configured on the Fields page (under the Resource heading) will show on the Resource form.  Update the fields as needed.

User Permissions

Permission Levels:

  • None - No access to OnePlan
  • Team Member - Can see all work and provide status
  • Contributor - Can create new plans
  • Executive - Can view all plans (& content for those plans) 
  • Manager - Can view and edit all plans (& content for those plans)  
  • Owner - Can modify configuration (Admin); can view and edit all plans (& content for those plans) 

Resource Center Editable In-Line

Click on a field value in the Resource Center to edit it.  If the field you want to update isn't in the view, you may Add Column to add to the view.

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