The Resources Mode lets you manage all the Resources associated with Tasks in your Plan Board.  The following Columns are associated with any Resource:

Resource Name
Name of the Resource.
Email Associated with Resource.
Company Associated with Resource.
Select Work or Material based Resource.
Associate a cost $0/h to each Resource.
Baseline Calendar
Select a Baseline Calendar to associate to a Resource.


Resources Mode Options:

The Menu Options in Resources Mode are as follows:

Import local Gantter file...Choose a Gantter File from your Local Drive and Import into Planner.
Import from MS Project...MS Project files (.MPP) and files in MS Project XML format can be imported.
Import from P6 (XER)...Files of (.XER) can be imported.
PropertiesManage the following Schedule Properties - (General, Duration, Regional, Time Defaults, Resources, Notes, Links, Risks)
Export to local Gantter file...Export your View as a (.gantter) file.

Export to MS Project (XML)... 
Export your View as a .XML file.
Export to P6 (XER)...You have the option to - Export Roll Up Tasks Only, Export Rollup and Summary Tasks or Export All Task
Export to CSV (download)...Export your View as a .CSV file.
Publish to ProcoreThe following Procore Publishing options are available - (Procore Connector Settings, Publish Now, Open Procore).
Export milestones to iCalendar(Download)...Export your Milestones as a .ICS file.
Export milestones to web Calendar... Copy the smartappbeta URL and use your web calendar's 'Add by URL" feature to add a new calendar with all the milestones for the schedule.

Reset View to DefaultSelecting this resets the View to Default.

Selecting this sets the View to Fullscreen.
SidebarUnchecking this option hides the 5 Sidebar Mode Options.
Sidebar ModesClick to Select a Sidebar Mode: Board, Schedule, Risks, Resources, Calendars
Insert AboveInsert a Task Above the Selected Task. 
Insert BelowInsert a Task Below the Selected Task. 
DeleteDelete the Selected Task.
Auto-Level Resources
Clear Leveling
PropertiesView Task Board Properties.
Dispatch SettingsSet Auto Dispatching to None, Hourly, Daily or Weekly. 
Manage baselines...Add and Manage Baselines
NoneClick to Select and Show a Baseline.
Constraints & IssuesManage Constraints & Issues in the Constraints & Widgets Issues.

Planner Overview

Planner Overview

Boards & Schedules Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview

Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet

How To?

Boards Overview

What is Plan View

What are Different Boards Types

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is the Tag Shelf

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag

Last Updated: Sep-09-21