The Resource pane may be toggled on/off by clicking on the Resource pane icon in the icon menu.

Click the column heading (1), or open the drop down (2) to toggle between sorting a column in ascending and descending order.

By default, when the Resource pane is shown, the current plan's resources will show.  Details about the resources show in the columns on the left side.  The resources' allocation broken down by plan will show on the right.  The summary row shows the remaining availability.  

Expand any resource to see to which plans they are allocated.  If the private/public feature is enabled, only public rows will be included in the totals.

Select the Find Resources drop down menu to expand.  Highlight a field to search.  The results will filter accordingly.

• By Current Plan - shows the current plan's resources
• Search by Name - type a name to search
• Generics - shows generic resources from the Resource Center
• By Department - filters out based on your organization's departments
• By Role - filters out based on your organization's roles
• Other - each additional resource-level field (if any) that has been configured for your organization will also show as an available field for searching

1. Select the desired resource, whether a named resource or generic, in the lower resource pane.  
2. Click the Add button.
3. The resource will be added to the resource plan above.  Allocate the newly added resource as needed.

If a plan has generic resource placeholders, such as roles, you can fulfill the resource requirement with one or more named resources.  

1. Select the generic resource in the upper resource plan pane.
   NOTE: If in the global Resource Plan page, expand the desired project to view the requested resources.
2. Filter for named resources, such as by role, to fulfill the resource requirement. See Find Resources.
3. Select the desired resource in the lower resource pane.
4. Click Replace Resource.
5. In the popup, click Fulfill.
6. To assign another resource to fulfill the resource requirement, repeat steps 1-5.

There are multiple reasons that may necessitate the plan's resources be replaced by other resources.  Two common reasons are below:

• Initially, a plan may have generic placeholders, such as by role, for who is needed, then later a specific named person will be assigned to that plan.
• One person who was allocated to a plan may be overbooked, so another person with availability may be replaced to do the work instead.

1. Select the desired replacement resource, whether a named resource or generic, in the lower resource pane.  
2. Select the resource to be replaced in the upper resource plan pane.
3. Click Replace Resource.
4. In the popup, Click Replace.