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Resource Editor

Applies to: Free · Pro · Enterprise
Last updated: 17-Jul-2025

Overview​

The Resource Editor lets you manage the project's resource pool — create, edit, and delete labour, equipment, and material resources, then assign them to activities. It provides a two-pane layout with a searchable resource list on the left and detailed properties on the right.

Opening the Resource Editor​

  1. Open your schedule in the Editor tabs.
  2. Click Resources in the editor toolbar, or use the menu Editor → Resource Editor.
  3. The Resource Editor dialog opens as a modal overlay.

Layout​

PaneWidthContent
Left440 px (fixed)Resource list table with toolbar
RightFlexibleDetail tabs showing selected resource properties

The modal is sized at min(1100 px, 92% of viewport width) by 85% of viewport height.

Resource Types​

TypeCodeIcon Colour
LabourRT_LaborBlue
EquipmentRT_EquipGold
MaterialRT_MatGreen

Browsing Resources​

Search and Filter​

The toolbar above the resource list provides:

  • Search field — type to filter by resource ID or name.
  • Type filter — a segmented control with four options:
    • All — show all resources
    • Labour — show only labour resources
    • Equipment — show only equipment resources
    • Material — show only material resources

Resource List Columns​

ColumnDescription
IDShort identifier (rsrc_short_name)
NameFull resource name (rsrc_name)
TypeColour-coded tag (Labour / Equipment / Material)

Click a row to show its details in the right pane.

Creating a Resource​

  1. Click the Add button in the resource list toolbar (or press Insert).
  2. An inline creation form appears with:
    • Resource ID — short identifier
    • Name — full descriptive name
    • Type — radio buttons: Labour, Equipment, Material
    • Calendar — dropdown of all project calendars
    • Standard Rate — hourly rate ($/hr)
    • Max Units / Hr — maximum capacity per hour
  3. Fill in the fields and confirm.

The new resource is added via the AddResourceCommand and appears in the resource list.

Editing a Resource​

Select a resource in the list. The General tab in the detail pane shows editable fields:

FieldEditorNotes
Resource TypeRadio groupLabour / Equipment / Material
Resource IDInline textCommits on blur or Enter
Resource NameInline textCommits on blur or Enter
Standard Rate ($/hr)Inline number$ prefix
Overtime Rate ($/hr)Inline number$ prefix
Default Units / TimeInline numberStep: 0.1
CalendarDropdownProject calendars
Cost Qty TypeRead-onlyAuto-derived from resource type
Assignment CountRead-onlyNumber of activities using this resource

Changes are applied immediately through UpdateResourceCommand.

Deleting a Resource​

Select a resource and press Delete (or click the delete button).

Protected delete: If the resource has active assignments, deletion is blocked. A message appears:

"Cannot delete — N assignment(s) exist. Remove assignments first."

You must unassign the resource from all activities before it can be deleted.

If the resource has zero assignments, a confirmation dialog appears before deletion.

Assigning Resources to Activities​

The Assign Resource dialog is available from the Activities grid context menu or from within the Resource Editor.

Assignment Flow​

  1. Select an activity (or multiple activities) in the Activities grid.
  2. Right-click → Assign Resource, or open the Resource Editor and click Assign.
  3. The Assign Resource dialog opens, showing all available resources with:
    • Checkbox column for multi-select
    • Type filter and search (same as the Resource Editor)
    • Rate column showing the hourly rate
    • Already-assigned indicator — a link icon marks resources already assigned to the selected activity
  4. Check one or more resources.
  5. Set the default quantity per assignment (configurable, default: 8 hours).
  6. Click Assign.

Resources already assigned to the activity are skipped automatically, with a notification message.

When assigning to multiple activities, all assignments are batched into a single undo-able operation.

The dialog footer shows:

  • Counts by type (e.g., "3 Labour, 1 Equipment")
  • Count of already-assigned resources (skipped)

Tips & Best Practices​

  • Use meaningful IDs — resource IDs carry over to XER exports and should match your P6 conventions.
  • Assign calendars — resources without calendars inherit the project default, which may not reflect shift patterns.
  • Check assignment counts before deleting — the protected delete prevents accidental data loss.
  • Use bulk assign for repetitive tasks — select all activities under a WBS node and assign them at once.

Troubleshooting​

IssueSolution
Can't delete a resourceThe resource has active assignments. Open the Assign Resource dialog to review and remove them.
Assignment not appearingCheck that the activity is selected in the grid before opening the Assign dialog.
Rate showing $0.00/hrEdit the resource and set the Standard Rate field.