Resource categories associate resources to technologies/areas/skill according to the way you want them viewed resource pool.
- 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’
Setting up your Resource Categories allows you to view all resources from the Main Dispatch Screen.
Here, you can see who is on-site and set resources to available or unavailable.