OnePlan

How do I edit a resource?

Updated

This article explains how to edit a resource's details.

From Admin > Users, you can edit a resource's display name and permissions (depending on if the resource is generic or not).

To fully edit resource details, go to the Resource Center. See Edit a Resource.

Edit a Resource

  1. Go to the Resource Center.
  2. Select the resource you would like to edit. Click the edit button.
  3. Update the Edit Resource form. See Edit Resource Form Fields.

Edit Resource Form Fields

  • Generic: Leave check box unchecked / No.
  • User (Name): Begin typing the name of the user.  The available names will authenticate based on user accounts in your Office365 tenant.  Select the user name.
  • Quantity:  1 signifies 1 FTE, or one full time resource.  Full time is all working hours based on the Calendar settings.  0.5 would signify a part time resource who is available 1/2 time.  This affects the resource's capacity.
  • Permissions: Select the appropriate permissions level. See User Permissions.
  • Business Unit: Select business unit.  Available Business Unit choices are configured on the Fields page, in the section for resource-level fields.
  • Role: Select primary role.  Available Role choices are configured on the Fields page, in the section for resource-level fields.
  • Standard Rate: Enter the rate for this user, if different than the rate associated to this user's role (configured on the Cost Categories page).
  • Manager:  Begin typing the name of the manager for this user.  Select the desired name.
  • Timesheet Administrator:  (This field only shows when the Timesheet App has been added) Select this check box if this user is a timesheet administrator.
  • Timesheet Manager: (This field only shows when the Timesheet App has been added) Begin typing the name of the timesheet manager for this user.  Select the desired name.
  • Cost: Enter how much this resource will cost the company.  You can use a blended rate.
  • Standard Rate: Enter the rate for this user, if different than the rate associated to this user's role.
  • Governance Warnings: This is based on compliance of your projects and shows up on your Insights Page.
  • Governance Problems: This is based on compliance of your projects and shows up on your Insights Page.
  • Compliance: This is based on compliance of your projects and shows up on your Insights Page.
  • Inactive - Check box if a resource is no longer going to be used in resource planning or using the system.

When editing a resource, it cannot be changed from a named user to a generic or vice-versa.  The Display Name field cannot be modified for a named user, as it is tied to that user's Office 365 account.

Marking a resource Inactive will remove that user from the license count for your organization.

Any additional resource-level fields that have been configured on the Fields page (under the Resource heading) will show on the Resource form.  Update the fields as needed.

User Permissions

Permission Levels

  • None: The user does not have access to OnePlan. The user is still available in the Resource Center to be used for scheduling and resource planning.
  • Team Member: The user has access to My Work, Insights and Reporting areas in OnePlan. The user can update statuses of items in their work.
  • Team Member Plus: The user has access to My Work, Insights, Timesheets, Reporting. The user can update statuses of items in their work.
    NOTE: Team Member and Team Member Plus users both appear as "Team Member" in OnePlan. The different permissions are differentiated on a license-level.
  • Contributor: The user can create plans and plan content, but can only see plans that they have created.
  • Executive: The user has read-only access to all plans and plan content.
  • Manager: The user can create plans and plan content. The user can view and edit all plans and plan content.
  • Owner: The user can create plans and plan content. The user can view and edit all plans and plan content. The user can access and configure OnePlan administration settings.

Permissions and OnePlan Licenses

Resource Status Permissions OnePlan License Description
Active Owner, Manager, Executive, Contributor, Team Member Consumes a license The resource can be utilized for resource planning, and has access to OnePlan.
Active None Does not consume a license The resource can be utilized for resource planning, but does not have access to OnePlan.
Inactive None Does not consume a license The resource cannot be utilized in resource planning, and does not have access to OnePlan.

Resource Center Editable In-Line

Click on a field value in the Resource Center to edit it.  If the field you want to update isn't in the view, you may Add Column to add to the view.

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