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Planview Customer Success Center

Selecting a Resource

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In many cases, data is input or displayed for a particular resource. If you have a resource attached to your login, this appears as the default selection when you access a view. When no resource is attached, ‘Please Select’ appears against the resource heading — you must choose a resource before you can enter or view data.

To select or change a resource, click on the ‘Resource’ label to display a list of resources. Enter characters to the search box to restrict the list of matching resources.

NOTE:
You can only select the resources you are authorized to use. You may only be able to access your own resource and so cannot alter the default setting.

 

 

When you choose a resource, the new name is shown above the data area. It then appears as the default resource for subsequent use within this login session.

All timesheet and expense entries are posted against the cost centre that is associated with the selected resource.