Resources Creation

How to Create a New Resource and Add a Record

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1. From the Project Dashboard, click on the Project Navigation menu and select Project Resources.

2. To create a new resource, click the Create New Resource button on the top right of the Project Resources screen.

3. On the Add Resource modal, enter the Name of the resource.
4. After adding the name, click Confirm to create the new resource.
5. On successful creation, a notification will be displayed on the screen.
6. Click the View button under the actions column of the resource to bring up the Resource Records page which allows to:
   • Add Record – to create a new resource record. Each record should include:
     • Label – name of the record to be displayed on the resource
     • File – the resource object/file 
       • URL – this button allows to enter the URL of the reference file
       • Add media from assets – this button allows you to choose the file from the project repository or the LOR. You can search or apply filters to find the required file. On selecting the file, click on Add Selected to associate the file to the record.
7. After adding the label and file, click the Check-mark button to create the new record.
8. On successful creation, a notification will be displayed on the screen.

Note: Users can navigate to the project dashboard or Project Resources screen by choosing the options available on the top right of the Resource Records page.