Introduction

Resources are personnel and materials that can be applied to jobs to help calculate costs and time associated with tasks and assist in resource planning.

Set up resource groups

1. Search for Resource Group, and select the option you need.

2. Create a Resource group for each department by selecting New > +New in the ribbon.

3. Open

   

   Enter a No. and a Name for the resource group.

Add a resource

1. Search for resources, and select the option you need from the list.

2. Select the New button or +new to create a new resource. This will open the resource card.

3. In the general FastTab:

   1. Enter a No. and Name for your resource.

   2. Select the resource Type.

   3. In the Base Unit of Measure field enter EA for each.

   4. Select the Resource Group No.

   5. Enter the Driver’s License number for a Person Resource and the Vehicle Plate, Make, and Model for a Vehicle Resource.

4. In the Personal Data FastTab, enter information about the Person Resource that you are setting up.
   
   

   Open

   

5. Close the page.