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Global resource

Notes

  • Global resources can be reused across plans and work items in PlanCore.

  • Only users with the appropriate PlanCore administration permissions can configure or update global resources and their rates.

  • Use global resources when you need a shared resource profile and rate that can be applied consistently across multiple planning scenarios.

In PlanCore, a Global resource defines a reusable resource profile and its cost rate. Global resources help teams standardize planning costs and resource allocation across projects, plans, or scenarios.

Creating a Global resource

  1. Navigate to Settings from the left sidebar.

  2. Open the resource configuration area and select Global resource.

  3. Click + Add rate in the upper-right corner.

  4. Fill in the fields in the pop-up or creation form:

PlanCore Global Resource rate-20261026-023050.jpg

    • Resource: Add members who are applicable for this global resource rate.

    • Cost rate: Enter the numerical cost value for the resource.

    • Billing rate: Enter the numerical value used for the global resource external rate charged to customers.

    • Currency: Select the currency used for the rate, such as USD, EUR, or SGD.

  1. Click Save to create the new global resource.

Editing a Global resource

To edit an existing global resource, follow these steps:

  1. From the Global resource page, locate the global resource you want to edit and click it.

  2. In the pop-up window or edit screen, make the necessary changes to the fields:

    • Resource: Add or remove members from the global resource rate.

    • Cost rate: Adjust the rate if needed.

    • Billing rate: Adjust the rate if needed.

    • Currency: Choose a different currency if required.

  3. Click Save or Apply to confirm your changes.

Deleting a Global resource

To delete a global resource, follow these steps:

  1. From the Global resource page, find the global resource you want to delete.

  2. Click the delete or more actions icon at the end of the row.

  3. Confirm the deletion when prompted.

Note: Be cautious when deleting global resources. Deleting a global resource may remove it from associated plans, projects, or work items where it has been applied.