TABLE OF CONTENTS


Introduction

Resources are required to carry out specific task within a project. The Project resources page within the admin section provides a centralized location where an Admin can upload files that can be used as images in email templates or as attachments.


Accessing the Project Resources

To view the Project Resources page:


  • Switch to Administration (1) -> Scroll down to the settings panel and click on Project Resources (2)



Project Resources Layout

The layout consist of two core areas:


  • The Control bar across the top (1) provides quick access to common features. From left to right:
  • Add Resource
  • Reload
  • Search Grid
  • Clear search
  • Toggle Column Group Bar on and off (required if grouping information by a particular heading).
  • Select All
  • Select None
  • Invert (selection)
  • Copy to Clipboard
  • Export to Excel
  • Export to CSV
  • Pivot to Table
  • Pivot to Chart
  • Grid Column chooser
  • Online Help


  • Any Resource that has been uploaded will be displayed in the Project resource main grid (2).  The button menu bar interacts with this grid.



Adding a New Project Resource

  • Click the Add Resource button from the control bar
  • Browse to where the file is located 
  • Select the required file
  • Click Open to initiate the upload
  • The file should be listed within the project resource main grid


Further Support

If you require further support, please visit ManagementStudio's Service Desk at https://support.migrationstudio.com/ to search the knowledge base or create a new support ticket.