Resource Files

In Open Plan, information about resources is stored in a resource file. Resource files can be project-specific, or they can be shared among multiple projects. However, you can assign only one resource file to a project at any given time.

If you make changes to the information in a resource file, the changes affect all of the projects to which the resource file is assigned. To make changes in a resource file that affect a single project only, make sure that the file is not assigned to other projects.

In Open Plan, resource files are represented with a distinctive icon:

You can open a resource file from within the resource’s Views folder. Assigning a resource file to a project can be as simple as dragging the resource file from the Open Plan Library to the project folder.

You can reserve resources for a specific project. This can be done at any level in the resource hierarchy. For example, you can reserve all the resources stored in the resource file to a project, or you can reserve a single department or individual resource to the project.

Related Topics

Related Procedures