Resource Details Dialog Box

Use the Resource Details dialog box to define a resource in Open Plan.

The Resource Details dialog box displays basic information about each resource. Open Plan automatically displays this tabbed dialog box each time you add or edit a resource. The information you enter using these tabs combine to form a resource definition.

The Resource Details dialog box contains the following tabs for the various types of information associated with the resource:

• General tab
• Code tab
• Availability tab
• Escalation tab
• Skills tab
• User Fields tab
• Notes tab

Because you can update multiple resources without having to close the Resource Details dialog box each time, Open Plan automatically saves any changes you make to a resource before displaying the next record. Notice also that OK and Cancel usually found on dialog boxes have been replaced with the following buttons:

• Close: This button closes the dialog box and returns to the display of resources. If you have not saved the information currently displayed, Open Plan saves the changes before returning to the display.
• Undo: Provided that you have not clicked Apply, this button returns the dialog box to its previous state.
• Apply: This button saves the changes you have made to the current record.

You must enter information for a resource before the Undo and Apply buttons become active.

You can also use the New command to create a new resource while the Resource Details dialog box is open. This command functions identically to the Add Resource command available from the Edit tab.

Navigation Controls

The Resource Details dialog box is modeless. This means that you can leave this dialog box open when performing other operations. In addition, a set of navigation controls allows you to select another resource.

A set of navigation controls allows you to select another activity.

Button	Operation
	Click this button to display the first record.
	Click this button to display the previous record.
	Click this button to display the next record.
	Click this button to display the last record.

You can also use the following keys on your keyboard to navigate to another activity.

• Ctrl+Home: Use these keys to display the first activity.
• Page Up: Use this key to display the previous activity.
• Page Down: Use this key to display the next activity.
• Ctrl+End: Use this key to display the last activity.

Related Topics

• Resource Structures in Open Plan
• Using Resource Files
• How a Resource View Displays Information
• Adding Resources to a Resource File
• Adding Skills to a Resource File
• Using the Project Properties Files Tab
• Activity Details Resources Tab

Related Procedures

• Create a Resource File
• Open a Resource File
• Copy a Resource File
• Delete a Resource File
• Assign a Resource File to a Project Using the Open Plan Explorer
• Assign a Resource File to a Project Using Project Properties
• Assign Activity Resource Requirements
• Assign Resources in a Spreadsheet
• Display Resource Assignments on a Barchart