Create and edit a process resource

Process resources can be set up for a wide range of purposes including, machines, people or areas and are used as part of the works order process. To create a new Resource, navigate to Operations > Resources and click “New Resource”. The system will ask for the following:

  • Name – Enter a name for the Resource;
  • Description – Any relevant information for the Resource;
  • Sub-contract – Tick this box if the Resource is sub-contracted;
  • Cost per hour – The rate at which items using this Resource will be costed i.e. the cost of labour, machine hour rate or a full recovery rate;
  • Enter manning details i.e. number of people to set up the Resource, number of people required during run time and the number of people during waiting or cool down;
  • Enter default capacities i.e. the length of time that Resource is available per day;
  • Enter start times i.e. the time of day that the Resource is available from.

Click “Create” to save the Resource.