Skip to main content

 

Planview Customer Success Center

Adding Resources to Units

Units contain resources. By default, every resource belongs to a unit - every environment starts with a root unit that contains all of your organization's resources. So when adding resources to a unit, you are really transferring them from another unit.

Adding resources to units

  1. Navigate to Admin/Organization/Hierarchy.
  2. Select the unit (in the example below, Research Lab) to which you want to add resources and click its Resources tab in the Unit Info pane, or right-click the unit and select Add Resource from the context menu. The Add Resource dialog appears.

add_resources.png

  1. Select the resource(s) to add to the unit by highlighting them and clicking the right-arrow. Use the left-arrow to remove a resource. You can also double-click resources to move them.
  2. Click Add.