Using Resource Context Menu

You can right-click a resource in the work area, tree, or Gantt chart to access a context menu for managing resources (properties, copy/paste, reframe, and so on).

This task shows you how to:

Reframe On

You can use Reframe On to center a resource in the work area.

  1. Open a resource in Equipment Allocation.
  2. Right-click a resource in the work area or the tree and select Reframe On.
    The selected resource is centered in the application window.

Copy a Resource

You can Copy/Paste a resource in the work area, tree, or Gantt chart.

  1. Open a resource in Equipment Allocation.
  2. Right-click a resource in the work area, tree, or Gantt chart and select Copy or press Ctrl + C on the keyboard.
  3. Right-click target parent node and select Paste from the context menu or press Ctrl + V on the keyboard.
    A new resource is created below the target parent node.

Delete a Resource

You can delete a resource in the tree or Gantt chart.

  1. Open a resource in Equipment Allocation.
  2. Right-click a resource in the tree or Gantt chart and select Delete or press Del on the keyboard.

    Resource instance is deleted from the database.

Edit Resource Properties

You can edit the attributes of a resource in the Properties dialog box.

  1. Open a resource in Equipment Allocation.
  2. Right-click a resource in the work area, tree, or Gantt chart and select Properties.

    The Properties dialog box appears. The properties of selected resource are organized in tab pages:

    • Reference
    • Instance
    • Graphic
    • Configuration
    • Effectivity
    • Resource

  3. Modify the attributes of the resource, as required.
  4. Click OK.

    The changes are applied to the resource.