📕 Setup - Resource Categories

Last updated: June 19, 2026

Resource Categories

Resource categories associate resources to technologies/areas/skill according to the way you want them viewed resource pool.

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  • Go to the ‘Setup’ menu and click ‘Resource Categories’
  • Click ‘Add New’ located in the upper right corner on the “Resource Categories” bar
  • Add Category Code
  • Add Description
  • Select color that will be used to associate in resource pool
  • Check Active box
  • Click ‘Save’

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Setting up your Resource Categories allows you to view all resources from the Main Dispatch Screen.

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Here, you can see who is on-site and set resources to available or unavailable.

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