Resource Groups

Resource groups help you organize related resources into logical collections like crews, departments, or equipment categories. Groups simplify resource management and allocation.

Understanding Resource Groups

Groups provide:

• Organization - Logical categorization of resources
• Crew Management - Group resources that work together
• Bulk Operations - Manage multiple resources at once
• Reporting - Aggregate resource metrics by group

Accessing Resource Groups

1. Navigate to Resources in sidebar
2. Click Groups or find groups section
3. View existing groups or create new ones

Creating a Group

Step-by-Step

1. Navigate to Resources > Groups
2. Click Create Group
3. Enter group details:
   • Name (required)
   • Description (optional)
   • Group type (optional)
4. Click Create

Group Fields

Group Naming

Use descriptive names:

• By function: "Heavy Equipment Crew", "Electrical Team"
• By location: "Site A Equipment", "Warehouse Materials"
• By project: "Project Alpha Resources"

Group Types

Equipment Groups

Organize machinery and tools:

• Heavy Equipment Crew
• Hand Tools Collection
• Safety Equipment Set

Material Groups

Categorize physical goods:

• Structural Materials
• Finishing Materials
• Electrical Supplies

Crew Groups

Bundle resources that work together:

• Foundation Crew (equipment + materials)
• Framing Crew
• Site Preparation Team

Mixed Groups

Combine different resource types:

• Project Starter Kit
• Emergency Response Resources

Adding Resources to Groups

During Resource Creation

1. When creating a resource
2. Find the Group field
3. Select existing group
4. Resource added on creation

After Resource Creation

1. Navigate to Resources
2. Select the resource
3. Edit resource details
4. Select or change group
5. Save changes

Bulk Assignment

1. Go to resource list
2. Select multiple resources
3. Use bulk action Move to Group
4. Select target group
5. Confirm action

Managing Groups

Viewing Group Contents

1. Navigate to Resources > Groups
2. Click on a group name
3. View all resources in the group
4. See group statistics

Group Statistics

Each group displays:

• Total resource count
• Resources by type
• Active vs. inactive
• Total value/cost (if applicable)

Editing Groups

1. Open the group
2. Click Edit Group
3. Modify name, description, or type
4. Save changes

Deleting Groups

1. Open the group
2. Click Delete Group
3. Confirm deletion

Removing Resources from Groups

Individual Removal

1. Select the resource
2. Edit resource details
3. Clear the group assignment
4. Save changes

Bulk Removal

1. Select multiple resources
2. Use bulk action
3. Choose Remove from Group
4. Confirm action

Use Cases

Crew Management

Create groups for work teams:

Foundation Crew
├── Excavator CAT-320
├── Concrete Mixer Truck
├── Concrete Forms
├── Rebar Bundle
└── Safety Equipment Set

Equipment Categories

Organize by equipment type:

Heavy Equipment
├── Excavator CAT-320
├── Crane Liebherr LTM
├── Bulldozer CAT D6
└── Loader Caterpillar 966

Project Resources

Dedicated resources for specific projects:

Project Alpha Resources
├── Project Excavator
├── Dedicated Materials
└── Site Consumables

Group-Based Allocation

Allocating Entire Groups

When assigning resources to tasks:

1. Instead of selecting individual resources
2. Select a group
3. All group resources are allocated

Benefits

• Faster assignment
• Consistent crew allocation
• Reduced errors

Subscription Requirements

Best Practices

Logical Organization

• Group by how resources are used together
• Align with your operational structure
• Keep groups manageable in size

Naming Conventions

• Use consistent naming patterns
• Include location or function
• Avoid overly generic names

Regular Maintenance

• Review groups periodically
• Update as operations change
• Archive unused groups

Documentation

• Use descriptions to explain group purpose
• Document group usage guidelines
• Maintain group inventory lists

Troubleshooting

Cannot Create Group

"Feature not available"

• Requires Professional subscription
• Upgrade to access groups

"Group name exists"

• Use unique names
• Add identifiers to differentiate

Resources Not Appearing in Group

• Verify resource is assigned to group
• Check resource is active
• Refresh the page

Bulk Operations Failing

• Verify you have permission
• Check all selected resources are active
• Try smaller batches

Related Topics

• Creating Resources - Add new resources
• Resource Types - Understanding types
• Assigning Resources - Task allocation