# Resource Groups (https://yapl.app/en/docs/user-guides/resources/resource-groups)

# 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

| Field | Description | Required |
|-------|-------------|----------|
| Name | Group identifier | Yes |
| Description | Purpose and details | No |
| Type | Category classification | No |

### 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

<Callout type="info">
Deleting a group does not delete the resources. Resources become ungrouped.
</Callout>

## 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

<Callout type="info">
Resource groups require Professional tier subscription.
</Callout>

| Feature | Basic | Professional |
|---------|-------|--------------|
| Create groups | No | Yes |
| Bulk operations | No | Yes |
| Group reporting | No | Yes |

## 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](/docs/user-guides/resources/creating-resources) - Add new resources
- [Resource Types](/docs/user-guides/resources/resource-types) - Understanding types
- [Assigning Resources](/docs/user-guides/resources/assigning-resources) - Task allocation