Resources are consumable and trackable items that are budgeted and then used to help staff complete work.
Defining the Resource
When adding or editing a resource, you will need to define the resource's attributes. A Resource should be a consumable and trackable thing. Here are a few examples before you get started:
Example of a Resource
There’s quite a bit of flexibility in defining a resource. To give you an idea of how a resource could be defined, here is one example:
- Title - Concrete
- Category - Raw Materials
- Measure - Pounds
- Decimal Points Allowed - 0.0
- Cost - 8 (dollars)
- Location - Materials Shed
- Select Profile > Manage Organization.
- Click on the Resources tab.
- Select Add Resource in the top right-hand corner.
- Fill out the following fields.
- Title: Add the name of the resource.
- Category: To help sort all of the resources you have, you can add a category or select an existing category.
- Measure: This is the way that the resource is quantified.
- Decimal Points Allowed: Indicate how many decimal points can be used with this resource.
- Cost: Identify how much one unit measurement of this resource costs.
- Location: Select or create a location for the resource.
- Note: This is not a geocoded field, so you don’t need to use a complete address.
- Photos: Add any desired images.
- Click Create Resource.