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Edit a Resource

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Overview

Master Planning allows you to change the role of a team member assigned to a particular project; you can also change the team member who is assigned to that role or the resource label for unnamed resources.

Note: If you'd like to learn how to change a team member's default Account Role, click here.
 

Step-by-Step

How to Edit Named Resources (Team Member or Role)

  1. Hover over Planning on the left-side nav bar and select Master Planning.Planning-Left-Side-Nav-Bar.png
  2. On the Master Planning page, select Project from the Group By drop-down menu.Project-Drop-Down.png
  3. Find your project in the Resource List and click the arrow to the left of the name to expand it. You’ll see all the named and unnamed resources that have been assigned to the project.MP-Projects-View-Expanded.png
  4. Click the More icon (“   ”) to the right of the team member name and select Edit Resource.Edit-Resource-Menu-Small.png
  5. When the Edit Resource modal appears, clear the current Team Member or Role by clicking the (“   ”) icon to the right of their name. 
  6. In the Team Member or Role field, start typing the new member name or role; a drop-down will appear below the field, populated with a list of available options for you to select from.
    Note: Regardless what role the team member is currently assigned for this project, you can find their default Account Role just below the Role field. Edit-Resource-Modal.png
  7. Click Save to apply your changes.

NOTE

Changing a member’s Role will also change the role’s current bill rate. If you’re not using rate cards, it will default to the member’s bill rate.


Step-by-Step

How to Edit Unnamed Resources (Resource Label or Role)

  1. Hover over Planning on the left-side nav bar and select Master Planning.
  2. On the Master Planning page, select Project from the Group By drop-down menu.Project-Drop-Down.png
  3. Find your project in the Resource List and click the arrow to the left of the name to expand it. You’ll see all the named and unnamed resources that have been assigned to the project.MP-Projects-View-Expanded.png
  4. Click the More icon (“   ”) to the right of the unnamed resource and select Edit Resource.Edit-Unnamed-Resource.png
  5. To change the Resource Label when the Edit Resource modal appears, delete the current label and start typing the new label.
    Note: A resource label is short, descriptive text used to identify unnamed resources in a project. Although the label is automatically populated with an incremented Account Role name, you can change it at any time.
  6. To change the current Role first click the (“   ”) icon to the right if the name.
  7. Next, start typing the new role; as you type, a drop-down will appear below the field, populated with a list of available options for you to select from.Edit-Resource-Label-Modal.png
  8. Click Save to apply your changes.

NOTE

Changing the Role will also change the role’s current bill rate. For unnamed resources, the bill rate will be an average of all current rates for that role.

 

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