In this article, we will review how to create and import a Resource.
Creating a Resource
1. In the upper left part of the screen, click New. The New Resource menu will appear on the right part of the screen.
2. Enter the Resource name (you can edit it later at any time).
3. Select the layout that will be applied to the Resource dashboard (the layout sections are listed below).
4. Click on the Create Resource button to save your changes. You will be redirected to the Resource dashboard.
5. On the Resource dashboard, you can finish editing your new Resource by adding such details as email address, Resource type, etc.
The Configure fields menu in the right part of the screen (Details section > ellipsis button) allows you to show or hide specific fields of your Resource and also to create and configure additional custom fields for each of your Resources.
The Views and Layouts menu allows you to show or hide sections on the Resource dashboard. Also, using this menu, you can create views for the Resource dashboard, pin the necessary views for easier navigation.
Linking a Resource
1. On the Resource dashboard, click the Connect button in the upper right corner of the screen. The Configure connections window will appear.
2. Choose one of the source systems.
PPM Express allows linking a PPM Express Resource to any Resource from an external system available on the Resource connections window.
3. Choose a connection from the list. If the connection is not established yet, refer to these articles to add the required connection to PPM Express: PPM Express Connections.
4. Select the Resource from the external system that the PPM Express Resource should be linked to.
5. Click on the Link Resource button to start Resource linking.
