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Planview Customer Success Center

Resources - Adding and Maintaining

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When adding a resource, providing that templates exist, first choose how:

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  • Add an empty Resource to enter or select all details for the new resource    
  • Add from a Template that provides some of the data for the resource so that all does not need to be input; if so, select the required template.

Input is over several tabbed forms. Select the appropriate one from the links shown.

If you are adding a resource from a template, some of the fields will be already entered. However, you can change the content if required.