Resource Details

The Resource Details view provides detailed information about an individual resource, with options to update the resource if you have the necessary permissions. This page outlines the key features and functionality available in the Resource Details view.

Opening the view

The Resource Details view is typically opened in a sidebar when you click on a resource from a primary resource view or from the Resources tab. To open Resource Details as a primary view, CTRL-click the resource name; this will open the view in a new browser tab.

Header and controls

At the top of the Resource Details view, you’ll find key interface elements for resource identification and actions:

Resource UID: Displays the unique identifier for the resource. Clicking the UID opens the Resource Details in a new tab, and a link icon next to the UID allows you to copy the resource URL to your clipboard.

Resource name and project badge: The resource name appears as the page title, with a colored project badge (indicating the project name) to the right. Clicking the badge opens the Project Details view.

Layout and display

The layout of the Resource Details view adjusts based on your browser window size:

Small sidebar: Components are displayed in a single column.
Large sidebar or primary view: The layout changes to display two columns for easier viewing.

View tabs

The Resource Details view includes multiple tabs:

Resource Details: The main tab, covered in detail on this page.
Load Graph: Shows a load graph depicting resource load over time. For more information, refer to the Load Graph documentation.

Resource fields

Fields in the Resource Details view are described in detail on the resource fields documentation. Additional information on specific fields:

Calendar: Displays the project calendar used as the base calendar for this resource. Click View Calendar to open the Calendar Details view, where you can select a different project calendar or override it with custom working hours or exceptions.
Parent Resource: Assign a parent resource from the project to this resource. Load information is rolled up to parent resources, providing a comprehensive view of overall resource load.
Child Resources: Lists any resources designated as child resources of this resource. Clicking on a child resource opens its Resource Details view.

Resource availability

The Max Units for a resource is calculated based on availability records. By default, a resource has a single availability record with open From and To dates, indicating that the number of units available remains consistent over time. You can add additional availability records to reflect changes in availability over time. For each record, specify a From date, To date, and the number of Units available within that period. These availability records are used when scheduling tasks with this resource.

Creating a new resource

To create a new resource for a project, go to the Resources tab in the Project Details view and click + create new resource.

Deleting the resource

To delete this project resource, click on the delete icon in the top-right corner of the view.