Resource Management - Way to Pull From Project's Metadata?

My team is looking into purchasing the resource management add-on and we are looking to create custom fields in the project to pull data from the metadata of a project. Is there a way to do this? I can create the custom fields in the blueprint but it doesn't seem to be connecting to anything so I have to manually input the data.


  • Genevieve P.
    Genevieve P. Employee Admin

    Hey @Sarah123

    Can you provide a little more information on what it is you're looking to connect or sync? If I'm understanding you correctly, you're using Control Center and are looking to connect it with Resource Management.

    Resource plans in Resource Manager created via Control Center use values from the intake sheet, where the column name matches a field in your Resource plan. Here's the documentation for this: Review your intake sheet

    Are you saying that a column you've set up in your Control Center Intake Sheet is not populating a custom field in your Resource Management plan during creation? What custom field is it that you're looking to connect?