Editing a Resource

Similar to resource creation, editing resources are handled directly in the resource Modals. Editing a resource can be done via the following methods.

  • Sidebar Menu
  • Scheduler “Resources” Menu
  • Settings (via “Manage Resources”)
  • CSV
  • API

Editing a Resource via the Sidebar Menu

Follow the steps below to edit an existing resource from the Sidebar Menu. Each resource in the sidebar has a small arrow icon to the right of it.

  • Click the right arrow button
  • Choose ‘Edit Resource” from menu
  • The Resource Modal (pop-up) appears where you can edit resource information

hub-planner-sidebar

Editing a Resource via the Scheduler Resource Menu

Follow the steps below to edit an existing project from the Scheduler Menu. Beside each resource on the scheduler is a three dotted sign.

  • Click on the three dotted sign next to a selected resource name
  • A pop up modal window appears
  • Choose ‘Edit Resource” from menu
  • The Resource Modal (pop-up) appears where you can edit Resource informationChoose “Add Single Project”

Hub Planner-Editing Resource

Editing a Resource via the Settings (“Manage Resources”)

Follow the steps below to edit an existing resource from the Sidebar Menu.

  • Navigate to “Settings” in the top right header
  • Choose “Manage Resources” from the left sidebar
  • Click any Resource and the “Edit Resource” Modal Appears

hub-planner-settings

CSV

Use the csv file to update existing resource information. Please refer to the CSV Guide.

API

Use the API to update existing resource information. Please refer to the API Guide.