The Resources screen is where you can add, edit, duplicate, remove, import and export resources in Projectal.
Getting to the Resources screen
- Go to the Management screen by clicking Management on the left sidebar.
- Click the Resources button to display the Resources screen.
Resources screen toolbar
The Resources screen toolbar has the following buttons:
- Add - to add a new resource
- Edit - to edit the selected resource
- Delete - to delete the selected resources
- Duplicate - to make a copy of the selected resource
- Import - to import a list of resources from a spreadsheet or PDF file
- Export - to export the list of resources to an Excel spreadsheet (XLS) file
- Quick Search - to search and filter the list of resources using some text
- Filter - to search and filter the list of resources using fields
- User Views - to save and recall your favorite user views on this screen
- Color By - to color the list of resources by the designated color of a selected data attribute
Editing Resources
Double-click on a cell to edit a value for the resource.
Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the values into another cell.
Select a cell and drag the right side corner of the cell to fill down the value into other cells.
Select a cell and press the DEL key to delete the value from the cell.
Tip: Enter text into the Filter edit box and click the Search button to find specific resources.
Tip: Click on the Options menu in the column headers to choose which columns you wish to hide or show in the list.
Tip: Click on a column header to sort the list ascending or descending.
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