Reuse a Resource

A Resource belongs to a Portfolio, so it can be reused on any of that Portfolio's Procedures and Steps. Editing a reused Resource changes it everywhere it appears. Portfolio Administrators and Leads may add Resources.

1. Select the Procedure, or one of its Steps, and press the Guide tab in the detail pane.
2. Press Reuse….

   

3. In the Add Existing Resource dialog, scroll or search the Portfolio's Resources, and press the one you want.
4. Press Add.

   

To see and manage all of a Portfolio's Resources in one place, see Manage a Portfolio's Resources.

Related Articles

Overview

1. Resources Overview

Step-by-Step

1. Add Resources to a Procedure or Step
2. Remove a Resource