Add Work Order Resources

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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:

  • Signs

  • Concrete

  • Asphalt

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

Instructions

  1. Sign in to your site

  2. Navigate to the Profile menu, then select Manage OrganizationThe Profile menu with the Manage Organization option highlighted.

  3. Click on the Resources tabResources tab.

  4. Select Add Resource in the top right-hand cornerAdd Resource button to the right of the Resources heading.

  5. Fill out the following fieldsNew Resource information 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

  6. Click Create ResourceCreate Resource button.