Maintaining resourcing

Resourcing ensures that whenever an Initiative requires a certain resource, the need for that resource is communicated to the right people so they can be sure it is available when needed. Enabled resources are available for selection in all Initiatives.

Add a resource

To add a resource:

  1. In the Navigation panel, click Admin > Maintenance.
  2. On the Maintenance page, click the Resourcing tab.
  3. On the left side of the page under the column headings, click Add Resource.

  4. In the Add Resource dialog, type a name for the resource in the Resource field.

    NOTE: The Resource field has a 150-character limit. The number of characters entered displays to the right of the field after you save.

  5. To activate the resource so Initiative creators can use it, click the Enabled toggle to On.
  6. Click OK.

Edit or delete a resource

Edit tasks can include enabling, disabling, deleting, or changing the description of a resource.

To edit or delete a resource:

  1. In the Navigation panel, click Admin > Maintenance.
  2. On the Maintenance page, click the Resourcing tab.
  3. Do any of the following as needed:
    • To activate a disabled resource, click the Enabled toggle to On.
    • To disable a resource, click the Enabled toggle to Off.

    • To change the description, replace the text in the Description field.

      NOTE: Changing the Description affects all the records in which the resource appears, so unless the change is to correct a typo or improve the phrasing, do not re-purpose a resource; instead, disable it and create a new one.

    • To delete a resource, click the check box to the left of the Description field. When you save changes on this page, the resource is deleted.

      NOTE: Do not delete a resource that is currently in use by an Initiative or that is attached to historical data. It is better to retire (disable) the resource instead.

  4. Click Save.
See also