Plan/Manual/Managing Resources: Difference between revisions

Revision as of 08:31, 12 January 2018

Description

You can create resources for a project using the Resource Editor and Work and Vacation Editor.

However, if you are going to use the same resources in many projects (which is often the case) it is more convenient to maintain resources in a separate file. The best way to do this is to create your resources file first and then set up Plan to always load this file when creating a new project.

If you are managing projects that uses totally different resource pools you can create multiple resource files, but one project can only refer to one resource file. You can select the resource file to use when creating a new project.

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 ==Description==
-You can create resources for a project using the [[Plan/Manual/Resource Editor|Resource Editor]] from within the project.
+You can create resources for a project using the [[Plan/Manual/Resource Editor|Resource Editor]] and [[Plan/Manual/Work and Vacation Editor|Work and Vacation Editor]].
-However, if you are going to use the same resources in many projects (which is often the case) it is more convenient to maintain resources in a central file. You can then import the resources from this file into the projects when a new project is started.
+However, if you are going to use the same resources in many projects (which is often the case) it is more convenient to maintain resources in a separate file. The best way to do this is to create your resources file first and then set up Plan to always load this file when creating a new project.
-There are two ways to import resources:
+If you are managing projects that uses totally different resource pools you can create multiple resource files, but one project can only refer to one resource file.
-* Using the menu option <menuchoice>Tools -> Insert Project File</menuchoice>.
+You can select the resource file to use when creating a new project.
-* Using the import script <menuchoice>Tools -> Scripts -> Import -> Resources from Plan File</menuchoice>.
-{{Note|This can only be used to import '''new''' resources. If a resource already exists, it will not be updated.}}
-==Using the Insert Project File==
-{|
-|Note that this is a general insert function and will import other data than resources and calendars if present in the file.
-||[[Image:Plan_resources_insert_file.png|300px|thumb|right]]
-|}
-==Using the import script==
-{|
-|The script provided by default imports data from a Plan file only.
-However, the scripting functionality can be utilized to write scripts that import resources from other data stores.
-||[[Image:Plan_resources_insert_script.png|300px|thumb|right]]
-|}
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-<!--
-{|
-|width="70%"|
-|[[Plan/Manual/Work and Vacation Editor|Next]]
-|-
-|width="70%|
-|Work and Vacation Editor
-|}
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 [[Category:Office]]