Save the resource as a template

A resource with a nice layout can be saved as a template. This way, new resources can be added using this template.

  1. Click the tab Resource View.
  2. Select the resource view in the Data Pane.
  3. Do one of the following:
    • Click the resource and click Save As Template .
    • Right-click resource and click Save As Template in the shortcut menu.
  4. Enter a Name and Description for the template in the dialog box Save As Template Wizard.
    Choose a good name for the template. Start the name with the resource type (Machine, Work Center, Location) followed by the view type. For example: Machine - default view, Work center - Data Collection,...