User Guide › Design › Resources › Resources › Edit a Resource or Resource Group

Edit a Resource or Resource Group

You can edit the details of a resource or resource group by selecting it from the list of resources displayed in the Resources page and pressing . Any changes made are saved when Save is clicked in the Resource Details or Resource Group Details page.

To edit a resource or resource group

1. In the Resources page, click next to the resource or resource group name.

   The Resource Details or Resource Group Details page opens.

2. In the General tab, edit the fields and parameters as necessary. For more information, see Adding a Resource or Adding a Resource Group.
3. In the Details tab:
   1. Click next to a date to edit the details of that version. For more information, see Adding a Resource or Adding a Resource Group.
   2. Click Add New to add a new version. The Add Resource Date page opens.
   • In Change Set, select the change set from the drop-down list. Only enabled change sets are shown in this list.
   • In Effective Date, click to set a specific date and time.
   • Click OK.
   • Edit the fields and parameters as necessary. For more information, see Adding a Resource or Adding a Resource Group.
   1. Click Filter to select different effective dates.
   2. Check Show uncommitted changes to display the version controlled attributes with committed values only.
   3. For resource groups only, in Member Resources, click More to see more information about the assigned resources of this resource group.
4. Click Apply to save changes and stay in the current page.
5. Click Save to save changes and return to the previous page.
6. Click Cancel to discard changes and return to the previous page.
7. Click Delete to remove the resource.
8. Click Delete uncommitted changes to delete the changes made before a commit is performed.

You can do resource editing according to a default change set. This is extremely useful to avoid redundant recalculations for each single update.

To edit according to a default change set

1. In the Resources page, click next to the resource or resource group name.

   The Resource Details page opens with the new resource details showing.

2. Edit the fields and parameters as necessary. For more information, see Adding a Resource or Adding a Resource Group.
3. Click Apply to save changes and stay in the current page.
4. Click Save to save changes and return to the previous page.
5. Click Cancel to discard changes and return to the previous page.
6. Click Delete to remove the resource.
7. Click Delete uncommitted changes to delete the changes made before a commit is performed.