Resources › Update the Resource Data

Update the Resource Data

Use the Resource Properties dialog to define resources and to update resource data. This dialog is available when you use a view with resource-specific fields or when you use a view with a resource detail pane. The dialog contains several tabs where you create or edit properties specific to a resource.

If you are using Open Workbench with CA Clarity PPM, CA Clarity PPM controls all the resource data. You can edit data in Open Workbench, but on saving the changes back to CA Clarity PPM, only the Availability, From, and To data on the General tab of the Resource Properties dialog are saved; any other property changes, such as calendar changes, are discarded. To make other changes, edit the resource's properties in CA Clarity PPM.

Use the Resource Properties dialog to:

• Define a resource's or role's general properties and availability.
• Define the resource's advanced properties.
• Define the resource's calendar.
• Add notes.

More information:

Resources

Define a Resource's or Role's General Properties and Availability

Define the Resource's Advanced Properties

Define the Resource's Calendar

Add Notes