How do I add resources to a department level site?

This article explains how to add resources to a department level site. In this scenario, a user logs into the system and navigates from the top level site to his or her department site.

1. Log in to EPM Live

  1. Navigate to your EPM Live Home Landing Page. Depending on whether you are a new customer or a pre-existing customer, the URL for your landing page may vary. Contact your Account Manager if you are unsure where to log in for your account.
  2. Enter your Username and Password. Depending on the environment, your username may or may not require the "epm\" domain in front of your username.
  3. Click the Sign In button.

2. View the Homepage


View the Homepage at the top of the site collection.

3. View Resource Pool

  1. Click the Resources link.
  2. View the resources added to the top level site. The resources from this list will be added to their perspective department level site(s).  

4. Navigate to Department Level Site

  1. Click the Workspaces icon.
  2. Select the desired workspace.

4.1. Access Build Team for Department Level  

  1. To add or remove resources from the departmental level site, click the ellipsis menu.
  2. Select Edit team.

4.2. Add or Remove Resources

Add or Remove Resources
  1. Check the desired resource name box.
  2. Click the Add (Remove) button.
  3. Save and close.

4.3. View Resource Pool at Department Level Site

  1. Click the Resources link on the Navigation Menu.
  2. View the resources that have been added to this department site.

5. Navigate to Top Level Site

  1. Click the Workspaces icon.
  2. Select the title of the top of the site collection. In this scenario, the top of the site collection was originally named Department925, thus the original name is displayed in the Navigation Menu. Note: The title of the site collection has been changed to iTrain Inc. but the changed name does not update on the Navigation Menu.



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