# Creating Resources (https://yapl.app/en/docs/user-guides/resources/creating-resources)

# 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

| Field | Description | Requirements |
|-------|-------------|--------------|
| Name | Resource identifier | 1-255 characters |
| Type | Person, Equipment, Materials, or Consumables | Select one |
| Status | Active or Inactive | Default: Active |

### Optional Fields

| Field | Description | Applies To |
|-------|-------------|------------|
| Code | Unique identifier code | All types |
| Description | Details and specifications | All types |
| Unit | Measurement unit | Materials, Consumables |
| Hourly Rate | Cost per hour | Person, Equipment |
| Daily Rate | Cost per day | Person, Equipment |
| Unit Cost | Price per unit | Materials, Consumables |
| Group | Resource group assignment | All types |

## 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

| Field | Description | Example |
|-------|-------------|---------|
| Hourly Rate | Labor cost per hour | $75.00 |
| Daily Rate | Labor cost per day | $600.00 |

### 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

| Field | Description | Example |
|-------|-------------|---------|
| Hourly Rate | Cost per operating hour | $150.00 |
| Daily Rate | Cost per day | $1,000.00 |

### 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

| Field | Description | Example |
|-------|-------------|---------|
| Unit | Measurement unit | cubic yard, ton, linear ft |
| Unit Cost | Price per unit | $125.00 |

### Common Material Units

| Category | Units |
|----------|-------|
| Volume | cubic yard, cubic meter, gallon, liter |
| Weight | ton, pound, kilogram |
| Length | linear foot, meter |
| Area | square foot, square meter |
| Count | piece, unit, each, bundle |

### 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

| Field | Description | Example |
|-------|-------------|---------|
| Unit | Package or item unit | each, box, case |
| Unit Cost | Price per unit | $25.00 |

### 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

| Rate Type | When to Use |
|-----------|-------------|
| Hourly | Short-term allocations, hourly workers |
| Daily | Full-day or multi-day use, salaried workers |

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

| Guideline | Example |
|-----------|---------|
| Type prefix | LABOR-, EQ-, MAT-, CON- |
| Category code | EQ-HVY-001, LABOR-ENG-001 |
| Sequential numbering | MAT-001, MAT-002 |
| Avoid special characters | Use letters, numbers, hyphens |

## 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](/docs/user-guides/resources/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

<Callout type="info">
Import functionality for bulk resource creation may be available in Professional tier.
</Callout>

## 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

| Tier | Resource Creation |
|------|-------------------|
| Trial | Full access |
| Basic | Limited quantity |
| Professional | Unlimited |

## 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](/docs/user-guides/resources/resource-types) - Understanding types
- [Resource Groups](/docs/user-guides/resources/resource-groups) - Organization
- [Assigning Resources](/docs/user-guides/resources/assigning-resources) - Task allocation