Manage Resources

Resources are used in Eclipse to identify whom is working on projects and the related activity (issues, risks, stakeholders, etc).

Note: For a Resource to have access to Eclipse PPM, they must have an associated User records with sufficient permissions. There is currently no limit to the number of Resources you can create for you organization however, the number of Users is dictated by your user license agreement.

To edit an identification

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the resource name required.
    The resource details page is displayed.

  1. Click Edit Identification.
    The Edit Identification page is displayed.

  1. Edit the field(s) required.
  2. Click Save.

 

To edit a resource

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the resource name required.
    The resource details page is displayed.

  1. Click Edit Resource.
    The Edit Resource page is displayed.

  1. Edit the field(s) required.
  2. Click Save.

 

To add a resource type

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the resource name required.
    The resource details page is displayed.

  1. Scroll down the page and click Add Type.
    An Add Resource Type pop-up window is displayed.

  1. Edit the Resource Type and Rate.
  2. Click Save.

 

To follow a resource

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the resource name required.
    The resource details page is displayed.

  1. Click Follow.


 

To view a resource activity feed

  1. On the Home page, click the Search icon .
    A new icon sub-menu is displayed.
  2. Click Resources.
    The Resources page is displayed.

  1. Click the resource name required.
    The resource details page is displayed.

  1. Click Resource Menu.
    A drop-down menu is displayed.
  2. Select Activity Feed.
    The selected resource Activity Feed page is displayed.