Creating Resources

Add resources to your workspace pool to track labor, equipment, materials, and consumables across your projects.

Accessing Resource Creation

From Resources Page

1. Navigate to Resources in the sidebar
2. Click Create Resource
3. Resource creation dialog opens

From Plan Resources Tab

1. Open a plan
2. Navigate to Resources tab
3. Click Add Resource
4. Choose to create new or select existing

Resource Creation Form

Required Fields

Optional Fields

Creating Person (Labor)

Step-by-Step

1. Click Create Resource
2. Select Person as type
3. Enter name (e.g., "John Smith - Site Engineer")
4. Optionally enter:
   • Code (e.g., "EMP-001" or employee ID)
   • Hourly rate (e.g., $75)
   • Daily rate (e.g., $600)
   • Description (role, skills, certifications)
5. Click Create

Person-Specific Fields

Person Naming Tips

Include identifying information:

• Full name
• Role or job title
• Team or department

Examples:

• "John Smith - Project Manager"
• "Maria Garcia - Lead Electrician"
• "Ahmed Hassan - Site Supervisor"
• "Subcontractor - ABC Plumbing"

Tracking Labor

Person resources allow you to:

• Track labor hours allocated to tasks
• Calculate labor costs based on hourly or daily rates
• Monitor utilization across projects
• Identify scheduling conflicts

Creating Equipment

Step-by-Step

1. Click Create Resource
2. Select Equipment as type
3. Enter name (e.g., "Excavator CAT-320")
4. Optionally enter:
   • Code (e.g., "EQ-001")
   • Hourly rate (e.g., $150)
   • Daily rate (e.g., $1,000)
   • Description
5. Click Create

Equipment-Specific Fields

Equipment Naming Tips

Include identifying information:

• Brand/manufacturer
• Model number
• Serial number or unit ID

Examples:

• "Excavator CAT 320D - Unit 01"
• "Crane Liebherr LTM 1100 - SN12345"
• "Forklift Toyota 8FGU25 - FL003"

Creating Materials

Step-by-Step

1. Click Create Resource
2. Select Materials as type
3. Enter name (e.g., "Concrete Mix 4000PSI")
4. Enter unit (e.g., "cubic yard")
5. Optionally enter:
   • Code (e.g., "MAT-CON-4K")
   • Unit cost (e.g., $125)
   • Description with specifications
6. Click Create

Material-Specific Fields

Common Material Units

Material Naming Tips

Include specifications:

• Material type
• Grade or strength
• Size or dimensions

Examples:

• "Concrete Mix - 4000 PSI"
• "Steel Rebar #4 - Grade 60"
• "2x4 Lumber - SPF - 8ft"

Creating Consumables

Step-by-Step

1. Click Create Resource
2. Select Consumables as type
3. Enter name (e.g., "Safety Helmets - White")
4. Enter unit (e.g., "each")
5. Optionally enter:
   • Code (e.g., "CON-HELM-W")
   • Unit cost (e.g., $25)
   • Description
6. Click Create

Consumable-Specific Fields

Consumable Naming Tips

Include identifying details:

• Item type
• Size or variant
• Color if applicable

Examples:

• "Safety Gloves - Large - Cut Resistant"
• "Diesel Fuel - 5 Gallon"
• "Marking Paint - Orange"

Setting Costs

Person and Equipment Costs

Both can be set; system uses appropriate rate based on allocation.

Material/Consumable Costs

Set unit cost for accurate budget tracking:

• Research current market prices
• Update costs periodically
• Include delivery/handling if consistent

Cost Currency

Costs use your workspace's default currency. Ensure consistency across resources.

Resource Codes

Purpose

Resource codes provide:

• Quick identification
• Barcode/QR compatibility
• Integration with external systems
• Consistent referencing

Code Guidelines

Assigning to Groups

During creation, you can assign the resource to a group:

1. Find Group field in creation form
2. Select existing group or leave empty
3. Resource appears in group after creation

See Resource Groups for more information.

After Creation

Resource Appears In

• Workspace resource list
• Resource group (if assigned)
• Available for task assignment
• Utilization tracking

Next Steps

1. Assign to tasks - Allocate in plan resources
2. Add to groups - Organize logically
3. Set availability - Configure scheduling

Bulk Resource Creation

For multiple resources:

1. Create resources individually
2. Use consistent naming conventions
3. Assign to appropriate groups

Resource Status

Active

• Available for assignment
• Appears in selection lists
• Included in utilization

Inactive

• Cannot be assigned to new tasks
• Hidden from selection lists
• Historical assignments preserved

Changing Status

1. Open resource details
2. Change status toggle
3. Save changes

Subscription Limits

Troubleshooting

Cannot Create Resource

"Resource limit reached"

• Check subscription tier limits
• Deactivate unused resources
• Upgrade subscription

"Name already exists"

• Resource names should be unique
• Add identifiers to differentiate

Cost Not Calculating

• Verify cost field is filled
• Check rate type matches allocation
• Ensure Professional tier for full cost tracking

Resource Not Appearing

• Check active/inactive status
• Verify creation completed
• Refresh the page

Related Topics

• Resource Types - Understanding types
• Resource Groups - Organization
• Assigning Resources - Task allocation