Maintaining Resources

You can edit an entry in the description and rate panes by clicking the appropriate field or cell and typing in the new information. You can copy and paste the description fields and the rate information from one resource to another. The copy/paste functions can be use within one global set, or across different global sets.

You can delete resources. If the resource is assigned to one or more estimates, MPM displays a warning message asking you to confirm the delete.

Editing Resource Information

To edit resource information, complete the following steps:

  1. Click the field or cell you want to edit.

  2. Enter the new information.

  3. To save the information, do one of the following:

  4. Click on another row

  5. Click File » Save

  6. Press Ctrl+S

  1. If the Save Confirmation option is on, you will be prompted to confirm the save. Otherwise, MPM immediately executes the save without a prompt.

Copying and Pasting Resource Information

You can copy and paste any range of cells. However, the configuration of the copy and paste ranges of cells must match exactly.

Deleting Resources

Use caution when deleting resources. You can delete resources even if they are used in one or more projects. To delete a resource from the Resources window:

  1. Select a resource row by clicking on the row number in the left column. You can select more than one resource by dragging down the row number column.

  2. Do one of the following:

  3. Press the Delete key

  4. Click Edit » Delete Resource(s)

MPM displays a warning message asking you to confirm the delete.

  1. To confirm the delete, choose Yes.