Generic Resources

In this article, you can learn how to create, manage, edit and remove Generic resources.

How to add a Generic resource

Select the New Generic Resource +  button on the working area of the Generic resources page. 

 

 

Fill in the following fields on the New Generic Resource card: 

 

  • Generic Resource Name – the name of the resource is a required field;
  • Generic Resource ID – the unique ID of the resource is a required field. You can select one yourself based on corporate definitions.

 

 

Click on the Status field next to the name of the Generic resource. Select the status Active or Inactive from the dropdown menu.

 

Select the Save button to save the Generic resource card.

 

 

 

How to edit a Generic resource

Select the row of the Generic resource you wish to edit. 

 

 

Enter the desired changes to any of the fields you want. 

 

 

Click on the Save button to save the Generic resource card.

How to remove the Generic resource card

Select the row of the Generic resource card you wish to remove. 

 

 

Click on the Remove button.

 

If the Generic resource has been linked to a Project, it cannot be removed.

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