📕 Setup - Resource Categories

Last updated: September 23, 2026

Overview

Resource Categories associate resources to technologies, areas, or skills according to the way you want them viewed in the resource pool.

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Prerequisites & Preparation

  • Required Permissions: Resource Manager or Administrator

Step-by-Step Configuration

  1. Navigate to the Menu: Go to Setup > Resource Categories.

  2. Initiate Creation: Click Add New in the upper right corner of the Resource Categories bar.

  3. Enter Details:

    • Category Code: Enter a code.

    • Description: Enter a description.

  4. Define Attributes:

    • Color: Select a color to associate with the category in the resource pool.

    • Status: Check the Active box.

  5. Save & Finalize: Click Save.

Setting up your Resource Categories allows you to view all resources from the Classic 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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