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


NAME
DESCRIPTION
Resource Name
Name of the Resource.
Email
Email Associated with Resource.
Company
Company Associated with Resource.
Type
Select Work or Material based Resource.
Cost
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:

FILE
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.
VIEW
Reset View to DefaultSelecting this resets the View to Default.

Fullscreen 
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
ACTIONS
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
Dispatch SettingsSet Auto Dispatching to None, Hourly, Daily or Weekly. 
BASELINES
Manage baselines...Add and Manage Baselines
NoneClick to Select and Show a Baseline.
WIDGETS
Constraints & IssuesManage Constraints & Issues in the Constraints & Widgets Issues.



Planner Overview

Planner Home

Calendars Overview

Plan Board Overview

Resources Overview

Risks Overview

Schedule Overview


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: Feb-17-21