SW Resource Manager UI

Dashboard

Overview of records and governance data.

Active Resources

All Resources

Active Delegations

Import Runs

Resources

Quick Search

Status

Type

Team

Site

Supplier

Excel-like mode: drag across cells to select a rectangle, press Ctrl+C to copy selected cells as tab/newline matrix, then Ctrl+V to paste into selected range. Double-click a cell for inline edit; blur saves, Escape cancels.

Actions	Resource ID	Name	Type	Team	Status	Budget	Site	Supplier	Start	End	Comments

Org Setup

Team Name

Parent Team

Suggestions from imported/known teams.

Leader User Name

Optional. Free text entry.

Actions	Team Name	Parent	Leader(s)

Delegations

Delegate User ID

Searchable suggestions from user master.

Scope Team

Searchable suggestions from teams.

Include Descendants

If True, access includes all child teams beneath the selected scope team.

Valid From

Valid To

Reason

Actions	Delegator	Delegate	Scope Team	Desc?	From	To	Status	Reason

CSV Import

Run import with admin access and monitor import history.

CSV Source Path

Import ID	Source	Total	Inserted	Updated	Skipped	By	At

Value Options

Manage predefined dropdown values for resource fields. Requires admin role.

Role Assignments

Assign or revoke persistent DB roles. Visible and editable by global_admin only.

Name or GID

Role

Actions	GID	Display Name	Role

SW Resource Manager